Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND I) | 8.30% | 7.42% | 7.74% | 6.81% | 7.91% | 9.30% | 7.31% | 8.73% |
Data as of 08/01/2025, AR inception is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND I) | 07/22/2002 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -2.61 | 7.42 | 7.74 | 6.81 | 7.91 | 9.30 | 7.31 | 8.73 | 8.30 | 8.35 | 13.76 | -18.94 | 14.96 | 12.44 | 29.96 | -6.86 | 23.38 | 7.51 | 0.11 | 3.91 | 26.35 | 17.63 | -4.82 | 18.74 | 36.33 | -40.24 | 9.52 | 13.52 | 7.68 | 15.55 | 32.33 | 4.67 |
| Sharpe Ratio | NA | 0.27 | 0.30 | 0.32 | 0.40 | NA | NA | 0.42 | 0.68 | 0.16 | 0.81 | -0.95 | 1.22 | 0.41 | 2.73 | -0.60 | 3.79 | 0.56 | 0.01 | 0.38 | 2.52 | 1.36 | -0.20 | 1.03 | 1.36 | -1.03 | 0.41 | 0.85 | 0.58 | 1.19 | 2.19 | 0.39 |
| Standard Deviation(%) | NA | 15.53 | 14.68 | 15.09 | 15.99 | NA | NA | 17.86 | 17.29 | 11.23 | 11.90 | 21.43 | 12.28 | 29.83 | 10.47 | 13.72 | 6.02 | 13.01 | 13.34 | 10.17 | 10.45 | 13.03 | 23.73 | 18.12 | 26.68 | 40.02 | 16.00 | 12.13 | 9.51 | 12.25 | 14.45 | 24.58 |
| Draw Down(%) | NA | 17.17 | 17.17 | 28.13 | 32.78 | NA | NA | 55.03 | 14.88 | 7.65 | 10.41 | 24.94 | 5.60 | 32.78 | 5.28 | 17.50 | 1.85 | 10.66 | 11.67 | 9.06 | 6.74 | 11.33 | 21.34 | 13.70 | 24.13 | 51.05 | 10.59 | 12.59 | 7.94 | 10.42 | 12.73 | 17.50 |
| Yield(%) | 0.00 | 1.61 | 1.63 | 2.00 | 3.66 | 4.65 | 4.04 | 5.88 | 0.00 | 1.77 | 1.34 | 1.61 | 3.59 | 0.79 | 5.98 | 5.29 | 5.03 | 3.31 | 5.20 | 1.55 | 1.43 | 1.60 | 1.61 | 1.68 | 2.01 | 2.65 | 7.14 | 2.86 | 2.70 | 1.48 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 07/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND I) |
-15.37%
Feb 2006 - Feb 2009 |
-5.59%
Feb 2004 - Feb 2009 |
4.82%
Jan 2006 - Jan 2016 |
5.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND I) |
25.95%
Feb 2009 - Feb 2012 |
22.28%
Feb 2009 - Feb 2014 |
14.54%
Feb 2009 - Feb 2019 |
12.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart