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MAMAX: MFS MODERATE ALLOCATION FUND A (MUTUAL FUND)
Basic Info 20.83 0(0.0%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 7.81% |
| Expenses | 0.65% |
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Performance Analytics (As of 06/03/2026)
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(%) | 0.2 | 4.9 | 11.9 | 10.9 | 4.1 | 7.0 | 6.6 | 6.4 | 7.2 | 11.7 | 8.4 | 12.5 | -16.6 | 8.8 | 10.9 | 21.7 | -4.5 | 14.9 | 6.5 | -0.9 | 4.0 | 14.5 | 13.1 | 0.3 | 14.5 | 27.1 | -26.0 | 8.3 | 10.3 | 5.1 | 10.6 | 19.0 | 6.9 |
| Sharpe Ratio | NA | 1.12 | 1.4 | 0.97 | 0.16 | 0.53 | NA | NA | 0.55 | 0.96 | 0.67 | 1.07 | -1.25 | 1.1 | 0.56 | 3.15 | -0.7 | 3.84 | 0.78 | -0.12 | 0.65 | 2.17 | 1.71 | 0.02 | 1.33 | 1.68 | -1.16 | 0.55 | 0.98 | 0.5 | 1.37 | 2.17 | 1.07 |
| Draw Down(%) | NA | 6.0 | 6.0 | 9.2 | 23.6 | 23.6 | NA | NA | 37.8 | 9.2 | 3.8 | 8.1 | 21.1 | 3.6 | 23.4 | 2.9 | 11.2 | 1.2 | 6.2 | 7.9 | 5.1 | 5.6 | 6.3 | 12.3 | 8.3 | 16.4 | 34.7 | 5.9 | 6.8 | 4.6 | 5.7 | 7.4 | 10.3 |
| Standard Deviation(%) | NA | 8.5 | 7.0 | 8.3 | 9.8 | 10.1 | NA | NA | 10.7 | 9.2 | 7.2 | 8.3 | 14.4 | 8.0 | 18.8 | 6.4 | 8.4 | 3.7 | 8.0 | 8.1 | 6.2 | 6.7 | 7.7 | 13.6 | 10.9 | 16.1 | 23.2 | 9.4 | 7.0 | 5.7 | 7.0 | 8.4 | 14.2 |
| Treynor Ratio | NA | 0.11 | 0.12 | 0.1 | 0.02 | 0.06 | NA | NA | 0.07 | 0.11 | 0.06 | 0.1 | -0.21 | 0.1 | 0.12 | 0.23 | -0.07 | 0.17 | 0.06 | -0.01 | 0.04 | 0.15 | 0.13 | 0.0 | 0.15 | 0.29 | -0.28 | 0.05 | 0.07 | 0.03 | 0.1 | 0.21 | 0.18 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.87 | 0.84 | 0.81 | 0.84 | 0.86 | NA | NA | 0.91 | 0.77 | 0.81 | 0.85 | 0.88 | 0.84 | 0.89 | 0.88 | 0.84 | 0.85 | 0.99 | 0.9 | 0.9 | 0.95 | 1.01 | 0.99 | 0.99 | 0.95 | 0.97 | 1.01 | 1.02 | 0.83 | 0.92 | 0.87 | 0.82 |
| RSquared | NA | 0.9 | 0.88 | 0.9 | 0.91 | 0.93 | NA | NA | 0.93 | 0.93 | 0.92 | 0.86 | 0.95 | 0.77 | 0.95 | 0.95 | 0.96 | 0.83 | 0.92 | 0.95 | 0.93 | 0.95 | 0.93 | 0.97 | 0.93 | 0.94 | 0.96 | 0.97 | 0.92 | 0.9 | 0.84 | 0.94 | 0.92 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.1 | 7.1 | 4.3 | 2.0 | 3.1 | 1.4 | 5.3 | 5.5 | 4.9 | 2.8 | 5.5 | 2.3 | 1.8 | 2.3 | 2.6 | 2.4 | 3.5 | 3.2 | 5.8 | 3.9 | 2.9 | 1.8 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -96.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.4 | 76.8 | 76.0 | -30.4 | 141.4 | -69.6 | -14.2 | 23.3 | 81.8 | -51.8 | 144.7 | 39.0 | -11.6 | -13.2 | 20.8 | -14.8 | -22.3 | -43.9 | 54.7 | 38.8 | 73.6 | 56.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2002
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