Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAWAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R2) | 8.02% | 16.65% | 14.63% | 5.75% | 9.45% | 8.88% | 7.51% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAWAX (MFS AGGRESSIVE GROWTH 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 (%) | 0.42 | 16.65 | 14.63 | 5.75 | 9.45 | 8.88 | 7.51 | … | … | 8.02 | 14.60 | 11.57 | 15.68 | -19.41 | 14.21 | 11.75 | 29.30 | -7.22 | 22.63 | 6.92 | -0.35 | 3.40 | 25.77 | 17.00 | -5.27 | 18.12 | 35.70 | -40.61 | 8.89 | 12.76 | 6.95 | 14.66 | 5.08 |
| Sharpe Ratio | NA | 1.38 | 0.94 | 0.22 | 0.50 | NA | NA | … | … | 1.35 | 0.81 | 0.74 | 1.03 | -0.98 | 1.15 | 0.38 | 2.66 | -0.63 | 3.65 | 0.51 | -0.03 | 0.33 | 2.47 | 1.31 | -0.22 | 1.00 | 1.33 | -1.04 | 0.36 | 0.77 | 0.49 | 1.12 | 3.41 |
| Standard Deviation(%) | NA | 10.75 | 12.37 | 14.65 | 15.65 | NA | NA | … | … | 12.64 | 14.59 | 10.67 | 11.77 | 21.41 | 12.33 | 29.91 | 10.46 | 13.75 | 6.05 | 13.04 | 13.33 | 10.18 | 10.42 | 13.01 | 24.05 | 18.08 | 26.74 | 40.02 | 16.05 | 12.11 | 9.51 | 12.26 | 10.57 |
| Draw Down(%) | NA | 8.69 | 14.95 | 28.57 | 32.83 | NA | NA | … | … | 8.69 | 14.95 | 6.44 | 10.55 | 25.23 | 5.61 | 32.83 | 5.29 | 17.66 | 1.87 | 10.75 | 11.88 | 9.17 | 6.74 | 11.42 | 21.51 | 13.75 | 24.27 | 51.21 | 10.61 | 12.64 | 8.06 | 10.68 | 2.93 |
| Yield(%) | 0.00 | 7.66 | 5.97 | 3.82 | 4.93 | 5.10 | 4.63 | … | … | 0.00 | 8.14 | 5.23 | 3.45 | 1.22 | 3.15 | 0.29 | 5.56 | 4.95 | 4.59 | 2.84 | 4.84 | 0.99 | 0.91 | 1.09 | 1.15 | 1.23 | 1.51 | 2.55 | 6.85 | 2.49 | 2.34 | 1.25 | 0.00 |
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 |
|---|---|---|---|---|
| MAWAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R2) |
-15.85%
Feb 2006 – Feb 2009 |
-6.19%
Feb 2004 – Feb 2009 |
4.26%
Jan 2006 – Jan 2016 |
4.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAWAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R2) |
25.31%
Feb 2009 – Feb 2012 |
21.66%
Feb 2009 – Feb 2014 |
13.96%
Feb 2009 – Feb 2019 |
11.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart