Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAGQX (MFS Series Trust X – MFS Growth Allocation Fund) | 4.22% | 11.38% | 12.29% | 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 |
|---|---|---|
| MAGQX (MFS Series Trust X – MFS 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 (%) | -1.88 | 11.38 | 12.29 | NA | NA | NA | NA | … | … | 4.22 | 13.71 | 10.79 | 15.00 | -15.85 | 5.23 |
| Sharpe Ratio | NA | 1.12 | 0.93 | NA | NA | NA | NA | … | … | 0.86 | 0.90 | 0.80 | 1.15 | -0.97 | 2.15 |
| Standard Deviation(%) | NA | 9.16 | 10.37 | NA | NA | NA | NA | … | … | 10.79 | 12.05 | 8.93 | 9.98 | 17.93 | 10.33 |
| Draw Down(%) | NA | 7.33 | 12.29 | NA | NA | NA | NA | … | … | 7.33 | 12.29 | 5.02 | 9.16 | 22.90 | 4.68 |
| Yield(%) | 0.00 | 8.21 | 6.78 | 5.62 | 2.81 | 1.87 | 1.40 | … | … | 0.00 | 8.74 | 6.63 | 4.34 | 3.95 | 7.16 |
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 |
|---|---|---|---|---|
| MAGQX (MFS Series Trust X – MFS Growth Allocation Fund) |
2.35%
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 |
|---|---|---|---|---|
| MAGQX (MFS Series Trust X – MFS Growth Allocation Fund) |
15.86%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart