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MFS Aggressive Growth Allocation B (MBAGX)

On Dec 7: 11.94   0.04 (0.33%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Average Year to Date Return: 25.45% 5-Year Average Return: 1.05% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2004): 14.41% Worst 1-Yr Total Return (2008): -40.89% Best 3-Yr Total Return (2004-6): 11.07% Worst 3-Yr Total Return (2006-8): -10.35% LOAD ADJUSTED RETURNS   1-Year: -6.68% 3-Year: -4.59% 5-Year: 1.86% 10-Year: N/A
TRAILING RETURNS (%) VS. BENCHMARKS   Return MBAGX Category Diff Index* Diff Year To Date 25.45 24.15 1.3 17.05 8.4 1-Month -2.77 -2.25 -0.52 -1.86 -0.91 3-Month 5.94 4.52 1.42 5.48 0.46 1-Year 18.19 15.35 2.84 9.80 8.39 3-Year -5.67 -4.95 -0.72 -7.02 1.35 5-Year 1.05 0.99 0.06 0.33 0.72 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 52.11 42.81 9.3 45.76 6.35 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -18.82 -17.14 -1.68 -18.25 -0.57 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year MBAGX Category Diff 2009 N/A N/A N/A 2008 -40.89 -40.67 -0.22 2007 8.51 13.35 -4.84 2006 12.32 7.05 5.27 2005 6.62 6.71 -0.09 2004 14.41 7.81 6.60 2003 30.98 28.66 2.32 2002 N/A -27.64 N/A 2001 N/A -22.30 N/A 2000 N/A -13.05 N/A 1999 N/A 38.87 N/A PAST QUARTERLY RETURNS (%) FOR MBAGX   Q1 Q2 Q3 Q4 2009 -8.48 19.63 17.84 N/A 2008 -9.38 0.77 -13.95 -24.78 2007 3.05 5.98 1.31 -1.92 2006 6.02 -4.12 2.47 7.84 2005 -2.93 1.24 5.65 2.69 2004 3.84 0.82 -2.94 12.58 2003 -4.03 16.20 4.41 12.49 2002 N/A N/A -15.90 6.30 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 738 1802 40.95 1-Month 1568 1890 82.96 3-Month 828 1884 43.95 6-Month 146 1827 7.99 1-Year 538 1797 29.94 3-Year 851 1518 56.06 5-Year 516 1251 41.25
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