Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCARX (MFS CONSERVATIVE ALLOCATION FUND R2) | 2.92% | 8.43% | 8.22% | 2.89% | 5.19% | 5.07% | 5.28% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCARX (MFS CONSERVATIVE 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 (%) | 0.12 | 8.43 | 8.22 | 2.89 | 5.19 | 5.07 | 5.28 | … | … | 2.92 | 9.26 | 6.34 | 10.12 | -14.34 | 6.34 | 9.99 | 16.81 | -3.36 | 10.53 | 5.15 | -1.05 | 3.72 | 8.44 | 10.31 | 2.22 | 11.03 | 21.88 | -16.78 | 7.07 | 8.24 | 3.55 | 6.80 | 2.91 |
| Sharpe Ratio | NA | 1.23 | 0.86 | 0.06 | 0.50 | NA | NA | … | … | 0.71 | 1.01 | 0.51 | 1.01 | -1.49 | 1.18 | 0.75 | 3.61 | -0.84 | 3.71 | 0.91 | -0.20 | 0.90 | 1.75 | 2.07 | 0.25 | 1.54 | 2.05 | -1.19 | 0.65 | 1.06 | 0.33 | 1.27 | 5.03 |
| Standard Deviation(%) | NA | 5.20 | 6.07 | 7.14 | 7.15 | NA | NA | … | … | 6.33 | 6.34 | 5.38 | 6.49 | 10.62 | 5.35 | 13.00 | 4.25 | 5.68 | 2.68 | 5.40 | 5.36 | 4.10 | 4.80 | 5.00 | 8.79 | 7.08 | 10.65 | 14.85 | 6.02 | 4.56 | 3.96 | 4.59 | 3.81 |
| Draw Down(%) | NA | 5.01 | 6.52 | 19.71 | 19.71 | NA | NA | … | … | 5.01 | 5.92 | 3.03 | 6.52 | 18.35 | 2.77 | 17.95 | 1.67 | 7.63 | 1.02 | 3.68 | 5.84 | 3.32 | 4.94 | 4.00 | 7.60 | 5.36 | 11.42 | 23.57 | 3.52 | 3.99 | 2.80 | 4.14 | 0.66 |
| Yield(%) | 0.00 | 5.95 | 5.58 | 3.80 | 4.00 | 3.81 | 4.10 | … | … | 0.00 | 6.53 | 6.90 | 3.34 | 2.04 | 2.54 | 1.55 | 3.73 | 4.42 | 4.52 | 2.41 | 2.45 | 2.17 | 1.81 | 2.16 | 2.68 | 2.45 | 3.41 | 3.54 | 5.20 | 4.43 | 2.86 | 1.98 | 1.78 |
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 |
|---|---|---|---|---|
| MCARX (MFS CONSERVATIVE ALLOCATION FUND R2) |
-4.00%
Feb 2006 – Feb 2009 |
-0.58%
Feb 2004 – Feb 2009 |
3.20%
Oct 2013 – Oct 2023 |
3.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCARX (MFS CONSERVATIVE ALLOCATION FUND R2) |
15.94%
Feb 2009 – Feb 2012 |
12.55%
Feb 2009 – Feb 2014 |
8.07%
Feb 2009 – Feb 2019 |
6.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart