Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAMPX (MFS Series Trust X – MFS Moderate Allocation Fund) | 2.86% | 9.29% | 10.24% | 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 |
|---|---|---|
| MAMPX (MFS Series Trust X – MFS Moderate 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 (%) | -1.42 | 9.29 | 10.24 | NA | NA | NA | NA | … | … | 2.86 | 12.06 | 8.80 | 12.80 | -14.98 | 4.05 |
| Sharpe Ratio | NA | 1.29 | 0.96 | NA | NA | NA | NA | … | … | 1.06 | 0.99 | 0.72 | 1.11 | -1.15 | 2.18 |
| Standard Deviation(%) | NA | 7.16 | 8.27 | NA | NA | NA | NA | … | … | 8.46 | 9.27 | 7.15 | 8.30 | 14.28 | 7.73 |
| Draw Down(%) | NA | 6.27 | 9.08 | NA | NA | NA | NA | … | … | 6.27 | 9.08 | 3.87 | 8.07 | 20.95 | 3.68 |
| Yield(%) | 0.00 | 7.56 | 6.74 | 5.19 | 2.59 | 1.73 | 1.30 | … | … | 0.00 | 8.28 | 7.32 | 4.57 | 3.58 | 5.04 |
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 |
|---|---|---|---|---|
| MAMPX (MFS Series Trust X – MFS Moderate Allocation Fund) |
1.43%
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 |
|---|---|---|---|---|
| MAMPX (MFS Series Trust X – MFS Moderate Allocation Fund) |
13.27%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart