Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGPX (MFS Series Trust X – MFS Aggressive Growth Allocation Fund) | 5.15% | 12.90% | 13.76% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGPX (MFS Series Trust X – MFS Aggressive Growth Allocation Fund) | 09/30/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 12.90 | 13.76 | NA | NA | NA | NA | … | … | 5.15 | 15.29 | 12.16 | 16.38 | -16.83 | 6.19 |
| Sharpe Ratio | NA | 1.10 | 0.90 | NA | NA | NA | NA | … | … | 0.92 | 0.86 | 0.80 | 1.09 | -0.86 | 2.12 |
| Standard Deviation(%) | NA | 10.98 | 12.38 | NA | NA | NA | NA | … | … | 12.90 | 14.54 | 10.67 | 11.77 | 21.32 | 12.55 |
| Draw Down(%) | NA | 8.65 | 14.85 | NA | NA | NA | NA | … | … | 8.65 | 14.85 | 6.41 | 10.40 | 24.88 | 5.60 |
| Yield(%) | 0.00 | 7.87 | 6.31 | 5.31 | 2.66 | 1.77 | 1.33 | … | … | 0.00 | 8.46 | 5.64 | 3.94 | 3.66 | 6.87 |
Data as of 06/10/2026, Common starting date is 09/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGPX (MFS Series Trust X – MFS Aggressive Growth Allocation Fund) |
2.78%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGPX (MFS Series Trust X – MFS Aggressive Growth Allocation Fund) |
17.83%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart