Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MMAIX (MFS MODERATE ALLOCATION FUND I) | 6.82% | 8.81% | 8.39% | 5.48% | 6.09% | 7.33% | 6.38% | 7.49% |
Data as of 07/11/2025, AR inception is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMAIX (MFS MODERATE ALLOCATION FUND I) | 07/22/2002 | 07/11/2025 |
| 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 (%) | 0.05 | 8.81 | 8.39 | 5.48 | 6.09 | 7.33 | 6.38 | 7.49 | 6.82 | 2.82 | 10.71 | -16.40 | 9.15 | 11.14 | 22.10 | -4.27 | 15.15 | 6.72 | -0.70 | 4.37 | 14.77 | 13.39 | 0.53 | 14.79 | 27.60 | -25.77 | 8.57 | 10.70 | 5.50 | 11.00 | 19.18 | 5.80 |
| Sharpe Ratio | NA | 0.77 | 0.52 | 0.36 | 0.47 | NA | NA | 0.56 | 1.06 | -0.42 | 0.78 | -1.24 | 1.15 | 0.58 | 3.24 | -0.66 | 3.84 | 0.81 | -0.09 | 0.70 | 2.20 | 1.75 | 0.04 | 1.36 | 1.70 | -1.15 | 0.60 | 1.07 | 0.58 | 1.44 | 2.21 | 0.87 |
| Standard Deviation(%) | NA | 9.77 | 9.98 | 10.05 | 10.24 | NA | NA | 10.84 | 11.61 | 9.07 | 8.37 | 14.40 | 7.96 | 18.75 | 6.40 | 8.43 | 3.80 | 8.09 | 8.08 | 6.21 | 6.69 | 7.68 | 13.62 | 10.78 | 16.19 | 23.22 | 9.36 | 6.95 | 5.75 | 7.00 | 8.37 | 14.24 |
| Draw Down(%) | NA | 9.09 | 12.84 | 23.38 | 23.38 | NA | NA | 37.59 | 9.09 | 8.55 | 8.09 | 20.98 | 3.63 | 23.38 | 2.93 | 11.15 | 1.29 | 6.08 | 7.81 | 5.07 | 5.58 | 6.25 | 12.15 | 8.35 | 16.40 | 34.68 | 5.89 | 6.73 | 4.54 | 5.57 | 7.27 | 9.99 |
| Yield(%) | 0.00 | 6.38 | 4.14 | 3.47 | 4.31 | 5.07 | 4.72 | 6.11 | 0.32 | 7.25 | 2.48 | 2.19 | 3.26 | 1.59 | 5.49 | 5.70 | 5.13 | 3.06 | 5.65 | 2.51 | 2.05 | 2.50 | 2.80 | 2.58 | 3.75 | 3.50 | 6.06 | 4.26 | 3.26 | 2.12 | 1.58 | 0.00 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| MMAIX (MFS MODERATE ALLOCATION FUND I) |
-7.74%
Feb 2006 - Feb 2009 |
-1.82%
Feb 2004 - Feb 2009 |
4.56%
Oct 2013 - Oct 2023 |
4.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMAIX (MFS MODERATE ALLOCATION FUND I) |
20.37%
Feb 2009 - Feb 2012 |
16.69%
Feb 2009 - Feb 2014 |
10.88%
Feb 2009 - Feb 2019 |
8.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart