Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND A) | 8.12% | 16.95% | 14.92% | 6.06% | 9.75% | 9.16% | 7.80% | … | … |
Data as of 06/05/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND A) | 07/23/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.41 | 16.95 | 14.92 | 6.06 | 9.75 | 9.16 | 7.80 | … | … | 8.12 | 14.91 | 11.81 | 15.99 | -19.17 | 14.62 | 12.06 | 29.67 | -7.09 | 23.07 | 7.24 | -0.14 | 3.67 | 26.04 | 17.26 | -4.98 | 18.45 | 35.87 | -40.48 | 9.23 | 13.06 | 7.33 | 15.21 | 31.88 | 7.32 |
| Sharpe Ratio | NA | 1.33 | 0.95 | 0.24 | 0.52 | NA | NA | … | … | 1.41 | 0.83 | 0.77 | 1.06 | -0.97 | 1.19 | 0.39 | 2.69 | -0.62 | 3.74 | 0.54 | -0.01 | 0.36 | 2.49 | 1.33 | -0.21 | 1.01 | 1.34 | -1.03 | 0.38 | 0.80 | 0.53 | 1.16 | 2.14 | 0.67 |
| Standard Deviation(%) | NA | 10.77 | 12.31 | 14.61 | 15.63 | NA | NA | … | … | 12.43 | 14.55 | 10.69 | 11.73 | 21.36 | 12.28 | 29.85 | 10.49 | 13.75 | 6.02 | 13.08 | 13.31 | 10.21 | 10.45 | 13.01 | 23.66 | 18.11 | 26.72 | 40.05 | 15.94 | 12.10 | 9.52 | 12.25 | 14.57 | 24.31 |
| Draw Down(%) | NA | 8.69 | 14.91 | 28.34 | 32.81 | NA | NA | … | … | 8.69 | 14.91 | 6.43 | 10.46 | 25.08 | 5.60 | 32.81 | 5.25 | 17.60 | 1.83 | 10.71 | 11.75 | 9.09 | 6.72 | 11.35 | 21.43 | 13.73 | 24.28 | 51.16 | 10.59 | 12.64 | 8.01 | 10.57 | 12.77 | 17.52 |
| Yield(%) | 0.00 | 7.79 | 6.14 | 4.00 | 5.21 | 5.43 | 4.95 | … | … | 0.00 | 8.29 | 5.39 | 3.65 | 1.43 | 3.39 | 0.57 | 5.78 | 5.13 | 4.81 | 3.08 | 5.01 | 1.31 | 1.19 | 1.35 | 1.39 | 1.43 | 1.73 | 2.53 | 6.83 | 2.54 | 2.37 | 1.21 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND A) |
-15.66%
Feb 2006 – Feb 2009 |
-5.91%
Feb 2004 – Feb 2009 |
4.52%
Jan 2006 – Jan 2016 |
5.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAGX (MFS AGGRESSIVE GROWTH ALLOCATION FUND A) |
25.62%
Feb 2009 – Feb 2012 |
21.97%
Feb 2009 – Feb 2014 |
14.25%
Feb 2009 – Feb 2019 |
12.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart