It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MAGJX: MFS GROWTH ALLOCATION FUND R4 (MUTUAL FUND)
Basic Info 26.9 0(0.0%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 8.38% |
| Expenses | 0.69% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 4.8 | 12.8 | 12.8 | 4.9 | 8.6 | 8.2 | 7.5 | 7.5 | 13.6 | 10.7 | 14.9 | -17.8 | 11.6 | 11.7 | 26.5 | -5.6 | 19.2 | 7.8 | -0.6 | 4.0 | 20.5 | 15.8 | -2.1 | 17.1 | 32.7 | -34.2 | 9.2 | 12.9 | 8.4 |
| Sharpe Ratio | NA | 0.85 | 1.11 | 0.92 | 0.19 | 0.53 | NA | NA | 0.43 | 0.89 | 0.79 | 1.14 | -1.07 | 1.11 | 0.46 | 2.91 | -0.62 | 3.8 | 0.71 | -0.06 | 0.48 | 2.36 | 1.52 | -0.11 | 1.17 | 1.52 | -1.1 | 0.48 | 0.99 | 1.22 |
| Draw Down(%) | NA | 7.3 | 7.3 | 12.3 | 26.3 | 29.1 | NA | NA | 47.8 | 12.3 | 5.0 | 9.2 | 23.0 | 4.7 | 29.1 | 4.2 | 14.5 | 1.5 | 8.7 | 10.1 | 7.2 | 6.3 | 8.9 | 17.1 | 11.2 | 20.7 | 44.2 | 8.5 | 9.9 | 4.6 |
| Standard Deviation(%) | NA | 10.8 | 9.2 | 10.4 | 12.3 | 13.0 | NA | NA | 14.5 | 12.0 | 8.9 | 10.0 | 18.0 | 10.5 | 24.8 | 8.6 | 11.2 | 4.9 | 10.6 | 10.9 | 8.3 | 8.7 | 10.5 | 19.0 | 14.5 | 21.5 | 31.8 | 12.6 | 9.5 | 7.5 |
| Treynor Ratio | NA | 0.08 | 0.1 | 0.09 | 0.02 | 0.06 | NA | NA | 0.05 | 0.11 | 0.07 | 0.11 | -0.18 | 0.11 | 0.1 | 0.21 | -0.06 | 0.16 | 0.06 | -0.01 | 0.03 | 0.17 | 0.12 | -0.02 | 0.13 | 0.28 | -0.27 | 0.04 | 0.07 | 0.09 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.03 | 0.0 | 0.03 | -0.03 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 1.08 | 1.06 | 1.02 | 1.06 | 1.11 | NA | NA | 1.2 | 1.01 | 1.01 | 1.04 | 1.09 | 1.09 | 1.18 | 1.19 | 1.12 | 1.13 | 1.25 | 1.21 | 1.21 | 1.22 | 1.37 | 1.36 | 1.32 | 1.15 | 1.32 | 1.35 | 1.35 | 1.06 |
| RSquared | NA | 0.9 | 0.89 | 0.92 | 0.91 | 0.92 | NA | NA | 0.91 | 0.93 | 0.91 | 0.89 | 0.94 | 0.75 | 0.96 | 0.96 | 0.95 | 0.85 | 0.84 | 0.93 | 0.93 | 0.94 | 0.92 | 0.95 | 0.93 | 0.78 | 0.95 | 0.95 | 0.88 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.8 | 6.6 | 4.3 | 2.1 | 3.7 | 1.3 | 6.1 | 6.1 | 5.8 | 3.3 | 4.9 | 1.9 | 1.8 | 2.2 | 2.4 | 2.3 | 3.4 | 3.4 | 7.3 | 4.0 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 38.7 | 69.2 | 66.4 | -39.8 | 214.4 | -74.1 | -12.6 | 20.6 | 83.8 | -36.0 | 162.4 | 20.3 | -3.1 | -14.7 | 22.3 | -12.0 | -37.5 | -52.9 | 97.2 | 19.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
- GLV (Clough Global Allocation Fund) 2.16% (100%)
- GLO (Clough Global Opportunities Fund) 2.64% (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) 1.91% (99%)
- SCD (LMP Capital And Income Closed Fund) 1.15% (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) 2.62% (98%)
Latest Articles Related to MAGJX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
