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Wednesday, December 30, 2009, 10:52AM ET - U.S. Markets close in 5 hours and 8 minutes. Dow Down 0.13% Nasdaq Down 0.29%
MFS Conservative Allocation B (MACBX)On Dec 29: 11.59   0.00 (0.00%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:20.21%
5-Year Average Return:3.81%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):7.90%
Worst 1-Yr Total Return (2008):-17.10%
Best 3-Yr Total Return (2005-7):5.90%
Worst 3-Yr Total Return (2006-8):-1.56%
LOAD ADJUSTED RETURNS 
1-Year:2.90%
3-Year:1.61%
5-Year:3.68%
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMACBXCategoryDiffIndex*Diff
Year To Date20.2119.410.8N/AN/A
1-Month2.452.380.07N/AN/A
3-Month5.214.880.33N/AN/A
1-Year22.4623.37-0.91N/AN/A
3-Year2.140.451.69N/AN/A
5-Year3.812.900.91N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)27.0425.191.85N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-1.23-3.191.96N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMACBXCategoryDiff
2009N/AN/AN/A
2008
 
-17.10-18.611.51
2007
 
6.634.532.10
2006
 
7.908.16-0.26
2005
 
3.232.970.26
2004
 
6.575.461.11
2003
 
10.8912.34-1.45
2002N/A-3.11N/A
2001N/A-0.39N/A
2000N/A4.28N/A
1999N/A5.85N/A
PAST QUARTERLY RETURNS (%) FOR MACBX 
Q1Q2Q3Q4
2009-3.2810.5010.46N/A
2008-3.36-0.34-4.94-9.45
20071.592.561.850.49
20061.92-0.773.283.30
2005-0.881.251.761.08
20041.86-0.640.464.81
2003-1.326.490.774.71
2002N/AN/A-4.502.93
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date28763944.91
1-Month29465544.89
3-Month35265353.91
6-Month27164741.89
1-Year25463540.00
3-Year8951417.32
5-Year6334918.05

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