Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAMAX (MFS MODERATE ALLOCATION FUND A) | 6.54% | 3.91% | 4.73% | 3.52% | 5.34% | 6.47% | 5.77% | 6.70% |
Data as of 08/01/2025, AR inception is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAMAX (MFS MODERATE ALLOCATION FUND A) | 07/23/2002 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 3.91 | 4.73 | 3.52 | 5.34 | 6.47 | 5.77 | 6.70 | 6.54 | 3.90 | 10.39 | -16.61 | 8.78 | 10.87 | 21.72 | -4.52 | 14.88 | 6.48 | -0.90 | 4.04 | 14.52 | 13.12 | 0.29 | 14.53 | 27.13 | -26.04 | 8.25 | 10.26 | 5.12 | 10.59 | 18.95 | 6.89 |
| Sharpe Ratio | NA | 0.07 | 0.13 | 0.15 | 0.38 | NA | NA | 0.51 | 0.78 | -0.32 | 0.74 | -1.25 | 1.10 | 0.56 | 3.16 | -0.69 | 3.85 | 0.78 | -0.12 | 0.65 | 2.17 | 1.71 | 0.02 | 1.33 | 1.68 | -1.16 | 0.56 | 1.00 | 0.52 | 1.37 | 2.18 | 1.07 |
| Standard Deviation(%) | NA | 10.46 | 10.14 | 10.20 | 10.33 | NA | NA | 10.87 | 10.93 | 8.30 | 8.35 | 14.44 | 7.97 | 18.83 | 6.43 | 8.45 | 3.72 | 8.04 | 8.05 | 6.20 | 6.68 | 7.70 | 13.60 | 10.87 | 16.09 | 23.22 | 9.39 | 7.03 | 5.68 | 7.03 | 8.39 | 14.18 |
| Draw Down(%) | NA | 12.93 | 12.93 | 23.60 | 23.60 | NA | NA | 37.85 | 9.16 | 7.38 | 8.13 | 21.11 | 3.65 | 23.42 | 2.92 | 11.20 | 1.19 | 6.16 | 7.91 | 5.07 | 5.65 | 6.32 | 12.26 | 8.28 | 16.43 | 34.74 | 5.88 | 6.79 | 4.57 | 5.69 | 7.40 | 10.29 |
| Yield(%) | 0.00 | 2.13 | 2.30 | 2.27 | 3.61 | 4.15 | 4.03 | 5.10 | 0.28 | 2.66 | 2.26 | 2.00 | 3.05 | 1.37 | 5.28 | 5.52 | 4.93 | 2.84 | 5.46 | 2.28 | 1.82 | 2.28 | 2.58 | 2.38 | 3.49 | 3.20 | 5.79 | 3.94 | 2.95 | 1.84 | 1.36 | 0.00 |
Data as of 08/01/2025, AR inception is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMAX (MFS MODERATE ALLOCATION FUND A) |
-8.08%
Feb 2006 - Feb 2009 |
-2.15%
Feb 2004 - Feb 2009 |
4.29%
Oct 2013 - Oct 2023 |
4.60%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMAX (MFS MODERATE ALLOCATION FUND A) |
20.07%
Feb 2009 - Feb 2012 |
16.40%
Feb 2009 - Feb 2014 |
10.60%
Feb 2009 - Feb 2019 |
8.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart