MCGWX - MFS Growth Allocation Fund Class C
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return4.00%
5-Year Average Return5.41%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (May 25, 2023)31.33%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return31.33%
Worst 3-Yr Total Return-0.28%
Trailing Returns (%) Vs. Benchmarks
ReturnMCGWXCategory
YTD4.00%11.35%
1-Month0.57%0.99%
3-Month1.57%5.92%
1-Year-0.79%32.83%
3-Year6.90%11.75%
5-Year5.41%11.53%
10-Year6.27%8.98%
Last Bull Market28.01%17.67%
Last Bear Market-12.60%-15.71%
Annual Total Return (%) History
YearMCGWXCategory
2023N/AN/A
2022-16.70%N/A
202114.85%N/A
202013.62%13.51%
201925.25%21.35%
2018-6.54%-7.93%
201718.06%15.80%
20166.70%7.93%
2015-1.63%-2.77%
20143.02%5.71%
201319.27%21.31%
201214.81%13.42%
2011-3.11%-3.80%
201015.97%13.49%
200931.33%29.37%
2008-34.88%-34.34%
20078.19%7.43%
200611.86%13.07%
20056.01%7.35%
200412.96%10.93%
200325.40%25.10%
2002N/A-14.51%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20234.10%N/AN/AN/A
2022-6.54%-12.60%-6.04%8.53%
20212.58%6.55%0.15%4.92%
2020-17.83%16.48%6.83%11.13%
201912.13%4.56%0.67%6.12%
20180.05%1.64%3.27%-11.00%
20175.17%4.22%3.33%4.23%
20161.35%2.72%3.44%-0.92%
20152.55%-0.05%-6.71%2.89%
20141.19%3.25%-2.93%1.59%
20136.71%-0.31%6.18%5.60%
201210.21%-3.39%5.94%1.77%
20114.00%0.63%-13.27%6.75%
20104.25%-8.08%11.31%8.72%
2009-7.00%17.01%15.83%4.19%
2008-7.47%0.22%-11.84%-20.34%
20072.47%4.82%1.72%-0.98%
20064.77%-2.70%3.07%6.46%
2005-2.08%1.10%4.67%2.30%
20043.36%0.25%-1.00%10.11%
2003-2.80%13.07%3.33%10.43%
2002-12.10%5.69%N/AN/A
Rank In Category (By Total Return)
YTD63
1-Month41
3-Month65
1-Year73
3-Year76
5-Year41
Load Adjusted Returns
1-Year-1.03%
3-Year8.56%
5-Year5.97%
10-Year6.52%
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