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Sunday, December 20, 2009, 12:52PM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
MFS Conservative Allocation R4 (MACJX)On Dec 18: 11.93  Up 0.01 (0.08%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:21.49%
5-Year Average Return:4.76%
Number of Years Up:2
Number of Years Down:1
Best 1-Yr Total Return (2006):8.93%
Worst 1-Yr Total Return (2008):-16.31%
Best 3-Yr Total Return (2006-8):-0.66%
Worst 3-Yr Total Return (2006-8):-0.66%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMACJXCategoryDiffIndex*Diff
Year To Date21.4919.412.08N/AN/A
1-Month2.592.380.21N/AN/A
3-Month5.604.880.72N/AN/A
1-Year23.8123.370.44N/AN/A
3-Year3.150.452.7N/AN/A
5-Year4.762.901.86N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)27.8025.192.61N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-0.30-3.192.89N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMACJXCategoryDiff
2009N/AN/AN/A
2008
 
-16.31-18.612.30
2007
 
7.534.533.00
2006
 
8.938.160.77
2005N/A2.97N/A
2004N/A5.46N/A
2003N/A12.34N/A
2002N/A-3.11N/A
2001N/A-0.39N/A
2000N/A4.28N/A
1999N/A5.85N/A
PAST QUARTERLY RETURNS (%) FOR MACJX 
Q1Q2Q3Q4
2009-3.0710.8810.76N/A
2008-3.10-0.17-4.64-9.28
20071.752.782.070.73
20062.09-0.433.503.53
2005N/AN/A1.911.35
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
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 Date21763933.96
1-Month23565535.88
3-Month28065342.88
6-Month18764728.90
1-Year21363533.54
3-Year375147.20
5-Year349N/A

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