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MFS Aggressive Growth Allocation R4 (MAALX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
26.27+0.14 (+0.54%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.98%
5-Year Average Return6.35%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Sep 26, 2023)36.28%
Worst 1 Yr Total Return (Sep 26, 2023)N/A
Best 3-Yr Total Return36.28%
Worst 3-Yr Total Return-1.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMAALXCategory
YTD4.98%13.38%
1-Month-2.97%1.16%
3-Month-2.90%6.75%
1-Year15.58%40.77%
3-Year6.14%13.59%
5-Year6.35%13.52%
10-Year7.92%10.48%
Last Bull Market34.79%21.11%
Last Bear Market-13.48%-19.34%

Annual Total Return (%) History

Year
MAALXCategory
2023
N/AN/A
2022
-16.92%N/A
2021
19.20%N/A
2020
15.79%15.41%
2019
29.93%24.78%
2018
-6.74%-9.27%
2017
23.26%18.41%
2016
7.44%8.45%
2015
0.16%-1.74%
2014
3.91%5.50%
2013
26.40%26.84%
2012
17.69%15.29%
2011
-4.80%-4.13%
2010
18.70%14.83%
2009
36.28%30.03%
2008
-40.26%-38.64%
2007
9.53%7.48%
2006
13.33%14.66%
2005
N/A7.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20234.74%4.68%N/AN/A
2022-6.76%-13.48%-6.57%10.24%
20213.91%7.70%0.32%6.18%
2020-20.52%19.07%8.18%13.10%
201914.16%5.04%0.70%7.61%
20180.30%2.63%4.11%-12.98%
20176.28%5.52%4.09%5.59%
20160.90%2.90%4.15%-0.64%
20153.33%0.39%-7.35%4.21%
20141.14%3.68%-3.15%2.32%
20138.59%0.83%7.78%7.11%
201212.58%-4.32%6.88%2.22%
20114.70%0.67%-16.36%7.99%
20104.75%-10.09%13.49%11.05%
2009-8.36%19.93%18.12%4.99%
2008-9.15%0.97%-13.67%-24.56%
20073.28%6.22%1.58%-1.71%
20066.25%-3.87%2.64%8.11%
20055.81%3.00%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month29
3-Month66
1-Year49
3-Year53
5-Year11

Load Adjusted Returns

1-Year10.45%
3-Year6.61%
5-Year7.42%
10-Year9.04%
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