Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAMHX (MFS MODERATE ALLOCATION FUND R3) | 4.67% | 11.54% | 10.85% | 3.95% | 6.86% | 6.66% | 6.41% | … | … |
Data as of 06/04/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAMHX (MFS MODERATE ALLOCATION FUND R3) | 04/13/2005 | 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 (%) | 0.24 | 11.54 | 10.85 | 3.95 | 6.86 | 6.66 | 6.41 | … | … | 4.67 | 11.74 | 8.44 | 12.49 | -16.63 | 8.75 | 10.84 | 21.71 | -4.45 | 14.80 | 6.53 | -0.97 | 4.07 | 14.55 | 13.03 | 0.30 | 14.53 | 27.10 | -25.92 | 8.16 | 10.32 | 6.95 |
| Sharpe Ratio | NA | 1.34 | 0.96 | 0.15 | 0.52 | NA | NA | … | … | 1.01 | 0.96 | 0.67 | 1.09 | -1.26 | 1.10 | 0.56 | 3.17 | -0.70 | 3.81 | 0.78 | -0.12 | 0.65 | 2.17 | 1.71 | 0.02 | 1.34 | 1.68 | -1.15 | 0.54 | 0.99 | 1.28 |
| Standard Deviation(%) | NA | 7.13 | 8.24 | 9.77 | 10.10 | NA | NA | … | … | 8.57 | 9.27 | 7.14 | 8.20 | 14.44 | 7.96 | 18.89 | 6.39 | 8.42 | 3.73 | 8.06 | 8.11 | 6.22 | 6.68 | 7.66 | 13.85 | 10.82 | 16.10 | 23.22 | 9.34 | 6.98 | 5.74 |
| Draw Down(%) | NA | 6.23 | 9.16 | 23.64 | 23.64 | NA | NA | … | … | 6.23 | 9.11 | 3.88 | 8.15 | 21.13 | 3.68 | 23.41 | 2.94 | 11.17 | 1.26 | 6.08 | 7.90 | 5.10 | 5.62 | 6.36 | 12.20 | 8.33 | 16.43 | 34.70 | 5.91 | 6.81 | 3.75 |
| Yield(%) | 0.00 | 7.56 | 6.64 | 4.35 | 4.92 | 4.91 | 4.94 | … | … | 0.00 | 8.18 | 7.18 | 4.35 | 2.02 | 3.07 | 1.37 | 5.32 | 5.55 | 4.96 | 2.86 | 5.50 | 2.30 | 1.84 | 2.28 | 2.61 | 2.39 | 3.54 | 3.32 | 5.84 | 4.06 | 3.24 |
Data as of 06/04/2026, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMHX (MFS MODERATE ALLOCATION FUND R3) |
-8.08%
Feb 2006 – Feb 2009 |
2.52%
May 2007 – May 2012 |
4.28%
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 |
|---|---|---|---|---|
| MAMHX (MFS MODERATE ALLOCATION FUND R3) |
20.05%
Feb 2009 – Feb 2012 |
16.41%
Feb 2009 – Feb 2014 |
10.60%
Feb 2009 – Feb 2019 |
8.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart