Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAMFX (MFS MODERATE ALLOCATION FUND R1) | 4.54% | 10.86% | 10.09% | 3.17% | 6.05% | 5.86% | 5.61% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAMFX (MFS MODERATE ALLOCATION FUND R1) | 04/08/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 10.86 | 10.09 | 3.17 | 6.05 | 5.86 | 5.61 | … | … | 4.54 | 10.86 | 7.65 | 11.65 | -17.30 | 7.84 | 9.83 | 20.92 | -5.18 | 13.89 | 5.73 | -1.68 | 3.34 | 13.63 | 12.27 | -0.53 | 13.70 | 26.21 | -26.50 | 7.40 | 9.53 | 5.92 |
| Sharpe Ratio | NA | 1.25 | 0.86 | 0.07 | 0.44 | NA | NA | … | … | 0.98 | 0.86 | 0.56 | 0.98 | -1.30 | 0.98 | 0.51 | 3.06 | -0.78 | 3.54 | 0.69 | -0.21 | 0.54 | 2.04 | 1.61 | -0.04 | 1.26 | 1.62 | -1.18 | 0.46 | 0.87 | 1.00 |
| Standard Deviation(%) | NA | 7.09 | 8.25 | 9.78 | 10.10 | NA | NA | … | … | 8.48 | 9.29 | 7.15 | 8.23 | 14.43 | 8.01 | 18.83 | 6.36 | 8.46 | 3.76 | 8.04 | 8.07 | 6.20 | 6.67 | 7.66 | 13.81 | 10.82 | 16.12 | 23.25 | 9.34 | 7.02 | 5.77 |
| Draw Down(%) | NA | 6.14 | 9.39 | 24.27 | 24.27 | NA | NA | … | … | 6.14 | 9.25 | 3.89 | 8.35 | 21.59 | 3.73 | 23.48 | 2.98 | 11.41 | 1.29 | 6.18 | 8.12 | 5.30 | 5.70 | 6.45 | 12.54 | 8.45 | 16.56 | 34.93 | 5.95 | 6.83 | 3.87 |
| Yield(%) | 0.00 | 7.32 | 6.18 | 3.88 | 4.26 | 4.13 | 4.15 | … | … | 0.00 | 7.78 | 6.68 | 3.76 | 1.50 | 2.47 | 0.67 | 4.66 | 4.99 | 4.32 | 2.23 | 4.89 | 1.58 | 1.07 | 1.68 | 1.91 | 1.65 | 2.79 | 2.76 | 5.58 | 3.68 | 3.11 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMFX (MFS MODERATE ALLOCATION FUND R1) |
-8.75%
Feb 2006 – Feb 2009 |
1.75%
May 2007 – May 2012 |
3.48%
Oct 2013 – Oct 2023 |
3.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMFX (MFS MODERATE ALLOCATION FUND R1) |
19.20%
Feb 2009 – Feb 2012 |
15.55%
Feb 2009 – Feb 2014 |
9.78%
Feb 2009 – Feb 2019 |
8.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart