Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND C) | 7.11% | 15.68% | 13.82% | 5.26% | 8.89% | 8.21% | 6.98% | … | … |
Data as of 06/03/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND C) | 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 (%) | 0.12 | 15.68 | 13.82 | 5.26 | 8.89 | 8.21 | 6.98 | … | … | 7.11 | 14.02 | 10.98 | 15.16 | -19.85 | 13.64 | 11.17 | 28.68 | -7.82 | 22.16 | 6.43 | -0.84 | 2.86 | 25.14 | 16.35 | -5.68 | 18.07 | 34.93 | -40.86 | 8.50 | 12.36 | 6.62 | 14.37 | 31.02 | 7.20 |
| Sharpe Ratio | NA | 1.32 | 0.89 | 0.18 | 0.47 | NA | NA | … | … | 1.30 | 0.77 | 0.69 | 0.99 | -1.00 | 1.10 | 0.36 | 2.60 | -0.67 | 3.62 | 0.48 | -0.07 | 0.28 | 2.40 | 1.26 | -0.24 | 1.00 | 1.30 | -1.04 | 0.34 | 0.74 | 0.46 | 1.09 | 2.10 | 0.65 |
| Standard Deviation(%) | NA | 10.74 | 12.37 | 14.64 | 15.64 | NA | NA | … | … | 12.64 | 14.58 | 10.68 | 11.75 | 21.41 | 12.32 | 29.88 | 10.48 | 13.76 | 5.97 | 13.07 | 13.33 | 10.23 | 10.47 | 13.02 | 23.67 | 18.01 | 26.81 | 40.00 | 16.01 | 12.12 | 9.57 | 12.26 | 14.46 | 24.30 |
| Draw Down(%) | NA | 8.74 | 14.99 | 28.90 | 32.89 | NA | NA | … | … | 8.74 | 14.99 | 6.46 | 10.64 | 25.53 | 5.64 | 32.89 | 5.31 | 17.81 | 1.92 | 10.77 | 11.98 | 9.30 | 6.75 | 11.50 | 21.67 | 13.46 | 24.25 | 51.33 | 10.64 | 12.68 | 8.10 | 10.83 | 12.89 | 17.62 |
| Yield(%) | 0.00 | 7.31 | 5.48 | 3.42 | 4.35 | 4.33 | 3.99 | … | … | 0.00 | 7.73 | 4.71 | 2.94 | 0.82 | 2.61 | 0.00 | 5.01 | 4.39 | 4.02 | 2.34 | 4.35 | 0.61 | 0.44 | 0.56 | 0.67 | 1.15 | 0.95 | 2.29 | 6.19 | 1.94 | 1.84 | 0.61 | 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 |
|---|---|---|---|---|
| MCAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND C) |
-16.21%
Feb 2006 – Feb 2009 |
-6.54%
Feb 2004 – Feb 2009 |
3.81%
Jan 2006 – Jan 2016 |
4.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND C) |
24.91%
Feb 2009 – Feb 2012 |
21.18%
Feb 2009 – Feb 2014 |
13.46%
Feb 2009 – Feb 2019 |
11.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart