Nasdaq - Delayed Quote USD

MFS Conservative Allocation Fund Share Class - 529C (ECACX)

16.75 -0.08 (-0.48%)
At close: December 22 at 6:45 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 4.44%
5y Average Return 3.47%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 21.10%
Worst 1Y Total Return (Feb 4, 2019) -17.20%
Best 3Y Total Return 21.10%
Worst 3Y Total Return -1.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ECACX
Category
YTD
-5.74%
5.91%
1-Month
-0.48%
0.61%
3-Month
-4.61%
4.02%
1-Year
1.11%
18.59%
3-Year
6.48%
8.56%
5-Year
5.95%
7.44%
10-Year
5.05%
6.20%
Last Bull Market
10.24%
11.89%
Last Bear Market
-6.71%
-8.23%

Annual Total Return (%) History

Year
ECACX
Category
2021
--
--
2020
10.67%
8.86%
2019
16.20%
14.81%
2018
-3.89%
-5.04%
2017
9.98%
9.86%
2016
4.51%
6.62%
2015
-1.60%
-2.32%
2014
3.15%
4.02%

2013
7.82%
7.23%
2012
9.75%
9.40%
2011
1.64%
1.70%
2010
10.33%
10.03%
2009
21.10%
20.77%
2008
-17.20%
-18.61%
2007
6.33%
4.53%
2006
7.66%
8.16%
2005
3.02%
2.97%
2004
6.27%
5.46%
2003
10.66%
12.34%
2002
--
-3.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 0.15% 4.07% -- --
2020 -9.51% 10.56% 4.17% 6.20%
2019 7.47% 3.70% 1.06% 3.18%
2018 -0.44% 0.46% 1.73% -5.54%
2017 3.03% 2.53% 1.97% 2.10%
2016 2.02% 2.14% 2.11% -1.78%
2015 1.64% -0.72% -3.55% 1.11%
2014 1.29% 2.46% -1.67% 1.07%
2013 3.19% -1.52% 3.21% 2.80%
2012 5.48% -0.96% 3.90% 1.11%

2011 2.38% 1.26% -5.83% 4.11%
2010 2.98% -3.15% 6.77% 3.61%
2009 -3.32% 10.52% 10.39% 2.67%
2008 -3.40% -0.43% -4.91% -9.47%
2007 1.44% 2.58% 1.79% 0.40%
2006 1.85% -0.78% 3.22% 3.22%
2005 -0.89% 1.16% 1.68% 1.05%
2004 1.86% -0.73% 0.37% 4.71%
2003 -1.32% 6.40% 0.68% 4.69%
2002 2.83% -- -- --

Rank in Category (By Total Return)

YTD 84
1-Month 48
3-Month 41
1-Year 77
3-Year 44
5-Year 57

Load Adjusted Returns

1-Year 14.30%
3-Year 8.80%
5-Year 7.28%
10-Year 5.72%

Performance & Risk

YTD Return 4.44%
5y Average Return 3.47%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family MFS
Net Assets 4.25B
YTD Return -5.74%
Yield 0.63%
Morningstar Rating
Inception Date Jul 31, 2002

Fund Summary

The investment seeks a high level of total return consistent with a conservative level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

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