Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMABX (MFS MODERATE ALLOCATION FUND B) | 3.15% | 9.17% | 9.44% | 2.91% | 5.87% | 5.80% | 5.62% | … | … |
Data as of 06/08/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMABX (MFS MODERATE ALLOCATION FUND B) | 07/23/2002 | 06/08/2026 |
| 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 (%) | -1.12 | 9.17 | 9.44 | 2.91 | 5.87 | 5.80 | 5.62 | … | … | 3.15 | 10.89 | 7.61 | 11.67 | -17.26 | 7.98 | 9.93 | 20.91 | -5.25 | 14.01 | 5.71 | -1.72 | 3.36 | 13.65 | 12.19 | -0.41 | 13.60 | 26.23 | -26.51 | 7.54 | 9.63 | 4.38 | 9.87 | 18.14 | 6.78 |
| Sharpe Ratio | NA | 1.18 | 0.83 | 0.07 | 0.44 | NA | NA | … | … | 1.02 | 0.87 | 0.56 | 0.98 | -1.30 | 1.00 | 0.51 | 3.03 | -0.79 | 3.56 | 0.68 | -0.22 | 0.54 | 2.04 | 1.60 | -0.03 | 1.25 | 1.63 | -1.18 | 0.21 | 0.90 | 0.37 | 1.27 | 2.06 | 1.05 |
| Standard Deviation(%) | NA | 7.12 | 8.23 | 9.75 | 10.09 | NA | NA | … | … | 8.37 | 9.28 | 7.16 | 8.21 | 14.39 | 7.99 | 18.80 | 6.41 | 8.44 | 3.76 | 8.04 | 8.10 | 6.22 | 6.69 | 7.66 | 13.63 | 10.79 | 16.08 | 23.30 | 21.05 | 6.94 | 5.77 | 7.01 | 8.45 | 14.12 |
| Draw Down(%) | NA | 6.09 | 9.40 | 24.20 | 24.20 | NA | NA | … | … | 6.09 | 9.21 | 3.89 | 8.33 | 21.61 | 3.74 | 23.45 | 3.01 | 11.44 | 1.26 | 6.15 | 8.17 | 5.29 | 5.70 | 6.44 | 12.51 | 8.36 | 16.55 | 35.00 | 15.62 | 6.85 | 4.69 | 5.81 | 7.51 | 10.11 |
| Yield(%) | 0.00 | 6.85 | 5.79 | 3.66 | 4.03 | 3.98 | 4.04 | … | … | 0.00 | 7.26 | 6.30 | 3.50 | 1.39 | 2.33 | 0.57 | 4.44 | 4.82 | 4.18 | 2.16 | 4.76 | 1.52 | 1.04 | 1.62 | 1.83 | 1.55 | 2.65 | 2.55 | 5.29 | 3.27 | 2.36 | 1.26 | 0.95 | 0.00 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| MMABX (MFS MODERATE ALLOCATION FUND B) |
-8.65%
Feb 2006 – Feb 2009 |
-2.78%
Feb 2004 – Feb 2009 |
3.51%
Oct 2013 – Oct 2023 |
3.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMABX (MFS MODERATE ALLOCATION FUND B) |
19.14%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
9.77%
Feb 2009 – Feb 2019 |
8.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart