Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCGWX (MFS GROWTH ALLOCATION FUND C) | 6.31% | 13.71% | 12.35% | 4.25% | 7.62% | 7.21% | 6.40% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCGWX (MFS GROWTH ALLOCATION FUND C) | 07/23/2002 | 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 13.71 | 12.35 | 4.25 | 7.62 | 7.21 | 6.40 | … | … | 6.31 | 12.49 | 9.62 | 13.72 | -18.64 | 10.44 | 10.63 | 25.25 | -6.64 | 18.18 | 6.70 | -1.62 | 3.02 | 19.27 | 14.81 | -3.10 | 15.97 | 31.33 | -34.87 | 8.19 | 11.86 | 6.00 | 13.27 | 25.40 | 6.90 |
| Sharpe Ratio | NA | 1.31 | 0.90 | 0.14 | 0.46 | NA | NA | … | … | 1.19 | 0.80 | 0.67 | 1.02 | -1.11 | 0.99 | 0.42 | 2.75 | -0.71 | 3.57 | 0.61 | -0.15 | 0.36 | 2.22 | 1.43 | -0.17 | 1.09 | 1.46 | -1.13 | 0.40 | 0.90 | 0.51 | 1.30 | 2.24 | 0.81 |
| Standard Deviation(%) | NA | 8.96 | 10.35 | 12.34 | 13.06 | NA | NA | … | … | 10.63 | 12.05 | 8.94 | 9.97 | 18.07 | 10.55 | 24.82 | 8.65 | 11.27 | 4.93 | 10.64 | 10.80 | 8.33 | 8.65 | 10.43 | 18.69 | 14.53 | 21.37 | 31.69 | 12.66 | 9.46 | 7.40 | 9.45 | 11.04 | 18.65 |
| Draw Down(%) | NA | 7.44 | 12.43 | 27.00 | 29.18 | NA | NA | … | … | 7.44 | 12.43 | 5.04 | 9.45 | 23.56 | 4.71 | 29.18 | 4.29 | 14.84 | 1.56 | 8.75 | 10.49 | 7.53 | 6.45 | 9.05 | 17.41 | 11.45 | 20.88 | 44.41 | 8.52 | 10.01 | 6.46 | 7.47 | 10.10 | 13.70 |
| Yield(%) | 0.00 | 7.39 | 5.80 | 3.62 | 4.38 | 4.30 | 4.12 | … | … | 0.00 | 7.78 | 5.57 | 3.23 | 1.16 | 2.61 | 0.13 | 4.99 | 5.10 | 4.68 | 2.27 | 3.93 | 0.94 | 0.88 | 1.14 | 1.47 | 1.27 | 2.28 | 2.51 | 6.36 | 3.09 | 2.64 | 1.42 | 0.53 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MCGWX (MFS GROWTH ALLOCATION FUND C) |
-12.76%
Feb 2006 – Feb 2009 |
-4.51%
Feb 2004 – Feb 2009 |
4.07%
Jan 2006 – Jan 2016 |
4.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCGWX (MFS GROWTH ALLOCATION FUND C) |
22.52%
Feb 2009 – Feb 2012 |
18.70%
Feb 2009 – Feb 2014 |
11.82%
Feb 2009 – Feb 2019 |
9.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart