Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MARRX (MFS MODERATE ALLOCATION FUND R2) | 4.62% | 11.29% | 10.58% | 3.68% | 6.58% | 6.39% | 6.14% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARRX (MFS MODERATE ALLOCATION FUND R2) | 11/03/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 11.29 | 10.58 | 3.68 | 6.58 | 6.39 | 6.14 | … | … | 4.62 | 11.42 | 8.15 | 12.20 | -16.87 | 8.47 | 10.51 | 21.48 | -4.70 | 14.53 | 6.20 | -1.17 | 3.78 | 14.21 | 12.86 | -0.04 | 14.25 | 26.90 | -26.14 | 7.89 | 9.99 | 4.72 | 10.17 | 4.11 |
| Sharpe Ratio | NA | 1.31 | 0.92 | 0.12 | 0.50 | NA | NA | … | … | 1.01 | 0.92 | 0.63 | 1.05 | -1.27 | 1.05 | 0.54 | 3.12 | -0.72 | 3.72 | 0.74 | -0.15 | 0.61 | 2.10 | 1.68 | -0.01 | 1.31 | 1.66 | -1.16 | 0.51 | 0.95 | 0.43 | 1.30 | 4.97 |
| Standard Deviation(%) | NA | 7.11 | 8.26 | 9.78 | 10.12 | NA | NA | … | … | 8.54 | 9.27 | 7.16 | 8.24 | 14.41 | 8.04 | 18.92 | 6.41 | 8.47 | 3.74 | 8.08 | 8.11 | 6.22 | 6.74 | 7.67 | 13.80 | 10.80 | 16.14 | 23.19 | 9.25 | 6.98 | 5.78 | 7.05 | 5.68 |
| Draw Down(%) | NA | 6.21 | 9.24 | 23.81 | 23.81 | NA | NA | … | … | 6.21 | 9.18 | 3.90 | 8.20 | 21.28 | 3.65 | 23.45 | 2.93 | 11.27 | 1.27 | 6.15 | 8.00 | 5.17 | 5.69 | 6.36 | 12.31 | 8.35 | 16.58 | 34.83 | 5.96 | 6.85 | 4.68 | 5.79 | 1.27 |
| Yield(%) | 0.00 | 7.50 | 6.51 | 4.20 | 4.70 | 4.65 | 4.68 | … | … | 0.00 | 8.07 | 7.03 | 4.17 | 1.84 | 2.86 | 1.15 | 5.12 | 5.37 | 4.76 | 2.62 | 5.31 | 2.06 | 1.58 | 2.07 | 2.37 | 2.16 | 3.31 | 3.16 | 5.78 | 3.93 | 2.86 | 1.75 | 1.29 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARRX (MFS MODERATE ALLOCATION FUND R2) |
-8.32%
Feb 2006 – Feb 2009 |
-2.46%
Feb 2004 – Feb 2009 |
4.02%
Oct 2013 – Oct 2023 |
4.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARRX (MFS MODERATE ALLOCATION FUND R2) |
19.78%
Feb 2009 – Feb 2012 |
16.12%
Feb 2009 – Feb 2014 |
10.33%
Feb 2009 – Feb 2019 |
8.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart