Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAMJX (MFS MODERATE ALLOCATION FUND R4) | 4.73% | 11.75% | 11.10% | 4.21% | 7.13% | 6.93% | 6.68% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAMJX (MFS MODERATE ALLOCATION FUND R4) | 04/07/2005 | 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 | 11.75 | 11.10 | 4.21 | 7.13 | 6.93 | 6.68 | … | … | 4.73 | 12.02 | 8.69 | 12.73 | -16.37 | 9.06 | 11.10 | 22.06 | -4.22 | 15.11 | 6.75 | -0.71 | 4.36 | 14.81 | 13.40 | 0.54 | 14.79 | 27.48 | -25.79 | 8.53 | 10.55 | 6.24 |
| Sharpe Ratio | NA | 1.37 | 0.99 | 0.18 | 0.55 | NA | NA | … | … | 1.03 | 1.00 | 0.71 | 1.12 | -1.24 | 1.13 | 0.57 | 3.24 | -0.66 | 3.85 | 0.81 | -0.09 | 0.70 | 2.20 | 1.75 | 0.04 | 1.37 | 1.69 | -1.15 | 0.58 | 1.03 | 1.08 |
| Standard Deviation(%) | NA | 7.12 | 8.22 | 9.75 | 10.09 | NA | NA | … | … | 8.58 | 9.22 | 7.12 | 8.18 | 14.42 | 7.98 | 18.82 | 6.35 | 8.51 | 3.77 | 8.12 | 8.08 | 6.21 | 6.73 | 7.69 | 13.81 | 10.71 | 16.19 | 23.23 | 9.34 | 6.93 | 5.68 |
| Draw Down(%) | NA | 6.26 | 9.08 | 23.42 | 23.43 | NA | NA | … | … | 6.26 | 9.08 | 3.80 | 8.08 | 20.95 | 3.65 | 23.43 | 2.92 | 11.09 | 1.25 | 6.10 | 7.85 | 5.07 | 5.59 | 6.26 | 12.09 | 8.29 | 16.46 | 34.67 | 5.89 | 6.79 | 3.75 |
| Yield(%) | 0.00 | 7.69 | 6.84 | 4.54 | 5.17 | 5.20 | 5.24 | … | … | 0.00 | 8.37 | 7.39 | 4.59 | 2.23 | 3.32 | 1.62 | 5.57 | 5.78 | 5.20 | 3.11 | 5.72 | 2.54 | 2.08 | 2.53 | 2.83 | 2.61 | 3.79 | 3.53 | 5.99 | 4.21 | 3.30 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMJX (MFS MODERATE ALLOCATION FUND R4) |
-7.81%
Feb 2006 – Feb 2009 |
2.79%
May 2007 – May 2012 |
4.55%
Oct 2013 – Oct 2023 |
4.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMJX (MFS MODERATE ALLOCATION FUND R4) |
20.34%
Feb 2009 – Feb 2012 |
16.69%
Feb 2009 – Feb 2014 |
10.87%
Feb 2009 – Feb 2019 |
9.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart