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MAGWX: MFS GROWTH ALLOCATION FUND A (MUTUAL FUND)
Basic Info 26.9 0(0.0%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 8.13% |
| Expenses | 0.69% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 6.6 | 14.6 | 13.1 | 5.1 | 8.6 | 8.0 | 7.2 | 8.3 | 13.4 | 10.4 | 14.6 | -18.0 | 11.3 | 11.5 | 26.3 | -6.0 | 19.0 | 7.6 | -0.9 | 3.7 | 20.2 | 15.7 | -2.3 | 16.7 | 32.3 | -34.4 | 8.8 | 12.6 | 6.7 | 14.0 | 26.2 | 7.2 |
| Sharpe Ratio | NA | 1.28 | 1.41 | 0.98 | 0.21 | 0.53 | NA | NA | 0.5 | 0.87 | 0.76 | 1.1 | -1.08 | 1.07 | 0.45 | 2.87 | -0.66 | 3.71 | 0.69 | -0.08 | 0.45 | 2.32 | 1.52 | -0.13 | 1.14 | 1.5 | -1.11 | 0.45 | 0.97 | 0.59 | 1.38 | 2.29 | 0.86 |
| Draw Down(%) | NA | 7.4 | 7.4 | 12.3 | 26.5 | 29.1 | NA | NA | 48.1 | 12.3 | 5.0 | 9.2 | 23.1 | 4.7 | 29.1 | 4.3 | 14.6 | 1.5 | 8.7 | 10.2 | 7.3 | 6.3 | 8.9 | 17.2 | 11.3 | 20.8 | 44.3 | 8.5 | 9.9 | 6.4 | 7.2 | 10.1 | 13.7 |
| Standard Deviation(%) | NA | 10.6 | 8.9 | 10.4 | 12.3 | 13.0 | NA | NA | 14.2 | 12.0 | 8.9 | 10.0 | 18.0 | 10.5 | 24.8 | 8.6 | 11.2 | 5.0 | 10.7 | 10.9 | 8.3 | 8.7 | 10.4 | 18.7 | 14.5 | 21.5 | 31.8 | 12.6 | 9.5 | 7.4 | 9.4 | 11.1 | 18.6 |
| Treynor Ratio | NA | 0.12 | 0.12 | 0.1 | 0.02 | 0.06 | NA | NA | 0.06 | 0.1 | 0.07 | 0.11 | -0.18 | 0.1 | 0.1 | 0.21 | -0.07 | 0.16 | 0.06 | -0.01 | 0.03 | 0.16 | 0.12 | -0.02 | 0.13 | 0.26 | -0.27 | 0.04 | 0.07 | 0.04 | 0.11 | 0.23 | 0.15 |
| 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 | 0.02 | -0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 1.09 | 1.06 | 1.01 | 1.06 | 1.11 | NA | NA | 1.2 | 1.01 | 1.0 | 1.02 | 1.09 | 1.09 | 1.18 | 1.19 | 1.12 | 1.14 | 1.22 | 1.21 | 1.2 | 1.23 | 1.37 | 1.35 | 1.32 | 1.25 | 1.32 | 1.35 | 1.34 | 1.06 | 1.22 | 1.09 | 1.09 |
| RSquared | NA | 0.89 | 0.88 | 0.9 | 0.9 | 0.91 | NA | NA | 0.92 | 0.93 | 0.91 | 0.85 | 0.94 | 0.75 | 0.96 | 0.95 | 0.95 | 0.85 | 0.8 | 0.93 | 0.93 | 0.94 | 0.92 | 0.97 | 0.93 | 0.93 | 0.95 | 0.96 | 0.88 | 0.87 | 0.81 | 0.84 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 6.4 | 4.0 | 1.9 | 3.5 | 1.1 | 5.8 | 5.8 | 5.5 | 3.0 | 4.6 | 1.6 | 1.6 | 1.9 | 2.2 | 2.0 | 3.1 | 3.1 | 7.0 | 3.7 | 3.2 | 1.9 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 40.2 | 73.0 | 74.3 | -42.1 | 257.9 | -77.8 | -13.1 | 21.8 | 90.6 | -38.2 | 187.0 | 20.6 | -5.1 | -16.6 | 23.8 | -13.9 | -37.3 | -55.4 | 101.6 | 23.4 | 86.5 | 177.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2002
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