Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBGWX (MFS GROWTH ALLOCATION FUND B) | 6.32% | 13.75% | 12.36% | 4.28% | 7.63% | 7.22% | 6.41% | … | … |
Data as of 06/05/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBGWX (MFS GROWTH ALLOCATION FUND B) | 07/23/2002 | 06/05/2026 |
| 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 (%) | 0.33 | 13.75 | 12.36 | 4.28 | 7.63 | 7.22 | 6.41 | … | … | 6.32 | 12.48 | 9.62 | 13.71 | -18.61 | 10.55 | 10.64 | 25.24 | -6.62 | 18.13 | 6.70 | -1.57 | 2.99 | 19.33 | 14.75 | -3.07 | 15.94 | 31.32 | -34.86 | 8.21 | 11.82 | 5.98 | 13.19 | 25.44 | 6.90 |
| Sharpe Ratio | NA | 1.32 | 0.90 | 0.14 | 0.46 | NA | NA | … | … | 1.20 | 0.80 | 0.67 | 1.01 | -1.11 | 1.00 | 0.42 | 2.75 | -0.71 | 3.57 | 0.61 | -0.15 | 0.36 | 2.24 | 1.42 | -0.17 | 1.09 | 1.46 | -1.12 | 0.40 | 0.89 | 0.50 | 1.30 | 2.24 | 0.81 |
| Standard Deviation(%) | NA | 8.95 | 10.37 | 12.34 | 13.04 | NA | NA | … | … | 10.60 | 12.07 | 8.96 | 10.01 | 18.06 | 10.55 | 24.74 | 8.65 | 11.28 | 4.92 | 10.66 | 10.86 | 8.36 | 8.63 | 10.42 | 18.68 | 14.56 | 21.39 | 31.77 | 12.64 | 9.48 | 7.40 | 9.42 | 11.03 | 18.67 |
| Draw Down(%) | NA | 7.41 | 12.41 | 26.99 | 29.19 | NA | NA | … | … | 7.41 | 12.41 | 5.06 | 9.41 | 23.60 | 4.76 | 29.19 | 4.29 | 14.82 | 1.54 | 8.78 | 10.45 | 7.47 | 6.47 | 9.08 | 17.43 | 11.42 | 20.83 | 44.46 | 8.57 | 10.07 | 6.46 | 7.46 | 10.10 | 13.79 |
| Yield(%) | 0.00 | 6.78 | 5.35 | 3.35 | 4.15 | 4.09 | 3.95 | … | … | 0.00 | 7.13 | 5.18 | 2.93 | 1.02 | 2.45 | 0.10 | 4.78 | 5.04 | 4.61 | 2.20 | 3.83 | 0.82 | 0.70 | 1.00 | 1.35 | 1.19 | 2.22 | 2.48 | 6.31 | 3.06 | 2.62 | 1.37 | 0.45 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MBGWX (MFS GROWTH ALLOCATION FUND B) |
-12.74%
Feb 2006 – Feb 2009 |
-4.50%
Feb 2004 – Feb 2009 |
4.07%
Jan 2006 – Jan 2016 |
4.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGWX (MFS GROWTH ALLOCATION FUND B) |
22.49%
Feb 2009 – Feb 2012 |
18.69%
Feb 2009 – Feb 2014 |
11.82%
Feb 2009 – Feb 2019 |
9.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart