Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACQX (MFS Series Trust X – MFS Conservative Allocation Fund) | 1.65% | 7.34% | 8.16% | 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 |
|---|---|---|
| MACQX (MFS Series Trust X – MFS Conservative 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 (%) | -0.98 | 7.34 | 8.16 | NA | NA | NA | NA | … | … | 1.65 | 9.90 | 6.95 | 10.81 | -13.19 | 2.79 |
| Sharpe Ratio | NA | 0.99 | 0.84 | NA | NA | NA | NA | … | … | 0.34 | 1.11 | 0.62 | 1.09 | -1.38 | 2.19 |
| Standard Deviation(%) | NA | 5.37 | 6.17 | NA | NA | NA | NA | … | … | 6.54 | 6.32 | 5.37 | 6.64 | 10.61 | 5.21 |
| Draw Down(%) | NA | 5.04 | 6.40 | NA | NA | NA | NA | … | … | 5.04 | 5.88 | 3.01 | 6.40 | 17.95 | 2.62 |
| Yield(%) | 0.00 | 6.09 | 5.85 | 4.33 | 2.17 | 1.44 | 1.08 | … | … | 0.00 | 6.78 | 7.17 | 3.77 | 3.10 | 3.00 |
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 |
|---|---|---|---|---|
| MACQX (MFS Series Trust X – MFS Conservative Allocation Fund) |
0.95%
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 |
|---|---|---|---|---|
| MACQX (MFS Series Trust X – MFS Conservative Allocation Fund) |
10.62%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart