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Tuesday, December 15, 2009, 8:07AM ET - U.S. Markets open in 1 hour and 23 minutes. Dow Up 0.28% Nasdaq  0.00%
MFS Conservative Allocation R3 (MACNX)On Dec 14: 11.87  Up 0.05 (0.42%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:21.07%
5-Year Average Return:4.50%
Number of Years Up:2
Number of Years Down:1
Best 1-Yr Total Return (2006):8.56%
Worst 1-Yr Total Return (2008):-16.51%
Best 3-Yr Total Return (2006-8):-0.93%
Worst 3-Yr Total Return (2006-8):-0.93%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMACNXCategoryDiffIndex*Diff
Year To Date21.0719.411.66N/AN/A
1-Month2.522.380.14N/AN/A
3-Month5.464.880.58N/AN/A
1-Year23.4423.370.07N/AN/A
3-Year2.860.452.41N/AN/A
5-Year4.502.901.6N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)27.4825.192.29N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-0.57-3.192.62N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMACNXCategoryDiff
2009N/AN/AN/A
2008
 
-16.51-18.612.10
2007
 
7.274.532.74
2006
 
8.568.160.40
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 MACNX 
Q1Q2Q3Q4
2009-3.1910.8310.63N/A
2008-3.20-0.17-4.75-9.30
20071.672.801.920.70
20062.00-0.513.433.44
2005N/AN/A1.921.26
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 Date24263937.87
1-Month33465550.99
3-Month29365344.87
6-Month21364732.92
1-Year21263533.39
3-Year435148.37
5-Year349N/A

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