Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND B) | 7.13% | 15.71% | 13.82% | 5.28% | 8.90% | 8.23% | 6.98% | … | … |
Data as of 06/03/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND B) | 07/23/2002 | 06/03/2026 |
| 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 15.71 | 13.82 | 5.28 | 8.90 | 8.23 | 6.98 | … | … | 7.13 | 14.04 | 10.98 | 15.13 | -19.83 | 13.71 | 11.24 | 28.66 | -7.82 | 22.18 | 6.43 | -0.86 | 2.93 | 25.11 | 16.40 | -5.78 | 17.87 | 34.96 | -40.89 | 8.52 | 12.32 | 6.62 | 14.41 | 30.98 | 7.32 |
| Sharpe Ratio | NA | 1.32 | 0.89 | 0.19 | 0.47 | NA | NA | … | … | 1.30 | 0.77 | 0.69 | 0.98 | -1.00 | 1.11 | 0.37 | 2.60 | -0.67 | 3.57 | 0.48 | -0.07 | 0.29 | 2.41 | 1.26 | -0.25 | 0.98 | 1.30 | -1.04 | 0.34 | 0.74 | 0.46 | 1.09 | 2.08 | 0.66 |
| Standard Deviation(%) | NA | 10.74 | 12.35 | 14.63 | 15.63 | NA | NA | … | … | 12.64 | 14.55 | 10.65 | 11.77 | 21.39 | 12.34 | 29.86 | 10.47 | 13.74 | 6.05 | 13.00 | 13.31 | 10.20 | 10.41 | 13.05 | 23.64 | 18.09 | 26.89 | 39.98 | 16.01 | 12.12 | 9.48 | 12.26 | 14.56 | 24.38 |
| Draw Down(%) | NA | 8.73 | 15.01 | 28.88 | 32.85 | NA | NA | … | … | 8.73 | 15.01 | 6.47 | 10.65 | 25.54 | 5.66 | 32.85 | 5.34 | 17.79 | 1.91 | 10.79 | 11.98 | 9.29 | 6.77 | 11.46 | 21.68 | 13.69 | 24.30 | 51.33 | 10.63 | 12.74 | 8.09 | 10.75 | 12.88 | 17.64 |
| Yield(%) | 0.00 | 6.72 | 5.04 | 3.15 | 4.10 | 4.09 | 3.79 | … | … | 0.00 | 7.10 | 4.32 | 2.66 | 0.66 | 2.41 | 0.00 | 4.84 | 4.35 | 3.94 | 2.25 | 4.23 | 0.47 | 0.27 | 0.43 | 0.55 | 0.84 | 0.90 | 2.28 | 6.14 | 1.91 | 1.84 | 0.66 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND B) |
-16.23%
Feb 2006 – Feb 2009 |
-6.54%
Feb 2004 – Feb 2009 |
3.79%
Jan 2006 – Jan 2016 |
4.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND B) |
24.81%
Feb 2009 – Feb 2012 |
21.14%
Feb 2009 – Feb 2014 |
13.43%
Feb 2009 – Feb 2019 |
11.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart