Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGALX (MFS GROWTH ALLOCATION FUND R2) | 4.62% | 12.27% | 12.24% | 4.39% | 7.96% | 7.61% | 6.82% | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGALX (MFS GROWTH ALLOCATION FUND R2) | 11/03/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 12.27 | 12.24 | 4.39 | 7.96 | 7.61 | 6.82 | … | … | 4.62 | 13.05 | 10.18 | 14.26 | -18.24 | 10.98 | 11.16 | 25.91 | -6.09 | 18.59 | 7.27 | -1.12 | 3.54 | 19.91 | 15.33 | -2.58 | 16.52 | 32.03 | -34.54 | 8.50 | 12.22 | 6.31 | 13.38 | 5.16 |
| Sharpe Ratio | NA | 1.38 | 0.96 | 0.18 | 0.50 | NA | NA | … | … | 1.25 | 0.85 | 0.74 | 1.07 | -1.09 | 1.04 | 0.44 | 2.83 | -0.67 | 3.65 | 0.66 | -0.11 | 0.42 | 2.31 | 1.48 | -0.14 | 1.13 | 1.49 | -1.11 | 0.42 | 0.93 | 0.55 | 1.31 | 4.59 |
| Standard Deviation(%) | NA | 8.94 | 10.33 | 12.32 | 13.04 | NA | NA | … | … | 10.59 | 12.05 | 8.88 | 9.99 | 18.05 | 10.54 | 24.79 | 8.64 | 11.25 | 4.94 | 10.62 | 10.87 | 8.35 | 8.62 | 10.43 | 18.95 | 14.52 | 21.45 | 31.79 | 12.67 | 9.51 | 7.41 | 9.48 | 7.99 |
| Draw Down(%) | NA | 7.40 | 12.35 | 26.71 | 29.13 | NA | NA | … | … | 7.40 | 12.35 | 5.03 | 9.33 | 23.30 | 4.72 | 29.13 | 4.30 | 14.70 | 1.51 | 8.72 | 10.30 | 7.38 | 6.41 | 8.96 | 17.22 | 11.35 | 20.82 | 44.34 | 8.51 | 9.99 | 6.44 | 7.33 | 1.96 |
| Yield(%) | 0.00 | 7.99 | 6.44 | 4.15 | 5.07 | 5.06 | 4.82 | … | … | 0.00 | 8.42 | 6.23 | 3.84 | 1.66 | 3.26 | 0.80 | 5.60 | 5.69 | 5.27 | 2.82 | 4.41 | 1.40 | 1.33 | 1.65 | 1.95 | 1.79 | 2.87 | 3.05 | 7.02 | 3.68 | 3.11 | 1.97 | 0.78 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MGALX (MFS GROWTH ALLOCATION FUND R2) |
-12.41%
Feb 2006 – Feb 2009 |
-4.19%
Feb 2004 – Feb 2009 |
4.55%
Jan 2006 – Jan 2016 |
4.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGALX (MFS GROWTH ALLOCATION FUND R2) |
23.12%
Feb 2009 – Feb 2012 |
19.29%
Feb 2009 – Feb 2014 |
12.38%
Feb 2009 – Feb 2019 |
10.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart