Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMACX (MFS MODERATE ALLOCATION FUND C) | 4.18% | 10.92% | 9.97% | 3.26% | 6.07% | 5.80% | 5.61% | … | … |
Data as of 06/03/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMACX (MFS MODERATE 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 (%) | 0.15 | 10.92 | 9.97 | 3.26 | 6.07 | 5.80 | 5.61 | … | … | 4.18 | 10.91 | 7.61 | 11.61 | -17.25 | 7.97 | 9.91 | 20.86 | -5.22 | 13.97 | 5.68 | -1.65 | 3.34 | 13.63 | 12.20 | -0.45 | 13.66 | 26.16 | -26.50 | 7.57 | 9.59 | 4.43 | 9.90 | 18.00 | 7.01 |
| Sharpe Ratio | NA | 1.28 | 0.87 | 0.07 | 0.45 | NA | NA | … | … | 1.01 | 0.87 | 0.56 | 0.98 | -1.30 | 0.99 | 0.51 | 3.04 | -0.78 | 3.54 | 0.68 | -0.21 | 0.54 | 2.02 | 1.60 | -0.04 | 1.25 | 1.62 | -1.18 | 0.48 | 0.89 | 0.37 | 1.27 | 2.05 | 1.09 |
| Standard Deviation(%) | NA | 7.10 | 8.23 | 9.77 | 10.10 | NA | NA | … | … | 8.46 | 9.28 | 7.13 | 8.21 | 14.43 | 8.01 | 18.84 | 6.38 | 8.46 | 3.78 | 8.06 | 8.08 | 6.20 | 6.74 | 7.64 | 13.57 | 10.83 | 16.12 | 23.14 | 9.29 | 6.99 | 5.81 | 7.01 | 8.42 | 14.10 |
| Draw Down(%) | NA | 6.04 | 9.36 | 24.19 | 24.19 | NA | NA | … | … | 6.04 | 9.24 | 3.93 | 8.34 | 21.60 | 3.73 | 23.48 | 2.97 | 11.41 | 1.27 | 6.25 | 8.21 | 5.26 | 5.73 | 6.41 | 12.53 | 8.39 | 16.58 | 34.98 | 5.95 | 6.78 | 4.77 | 5.81 | 7.51 | 10.10 |
| Yield(%) | 0.00 | 7.18 | 6.00 | 3.79 | 4.16 | 4.01 | 4.06 | … | … | 0.10 | 7.49 | 6.45 | 3.59 | 1.43 | 2.38 | 0.58 | 4.52 | 4.85 | 4.21 | 2.18 | 4.80 | 1.56 | 1.09 | 1.65 | 1.87 | 1.65 | 2.74 | 2.61 | 5.32 | 3.30 | 2.40 | 1.28 | 1.04 | 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 |
|---|---|---|---|---|
| MMACX (MFS MODERATE ALLOCATION FUND C) |
-8.69%
Feb 2006 – Feb 2009 |
-2.80%
Feb 2004 – Feb 2009 |
3.50%
Oct 2013 – Oct 2023 |
3.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMACX (MFS MODERATE ALLOCATION FUND C) |
19.17%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
9.77%
Feb 2009 – Feb 2019 |
8.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart