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Nasdaq - Delayed Quote USD

MFS Aggressive Growth Allocation Fund (MAWAX)

27.61
-0.27
(-0.97%)
As of 8:06:30 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -4.50%
5y Average Return 10.72%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Apr 16, 2025) 29.30%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 29.30%
Worst 3Y Total Return 2.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MAWAX
Category
YTD
-0.14%
13.38%
1-Month
-3.06%
1.16%
3-Month
-0.14%
6.75%
1-Year
3.70%
40.77%
3-Year
4.59%
13.59%
5-Year
12.90%
13.52%
10-Year
8.26%
10.48%
Last Bull Market
12.51%
21.11%
Last Bear Market
-13.60%
-19.34%

Annual Total Return (%) History

Year
MAWAX
Category
2025
--
--
2024
11.57%
--
2023
15.66%
--
2022
-17.29%
--
2021
18.57%
--
2020
15.24%
15.41%
2019
29.30%
24.78%
2018
-7.22%
-9.27%

2017
22.63%
18.41%
2016
6.92%
8.45%
2015
-0.35%
-1.74%
2014
3.40%
5.50%
2013
25.77%
26.84%
2012
17.00%
15.29%
2011
-5.27%
-4.13%
2010
18.12%
14.83%
2009
35.70%
30.03%
2008
-40.61%
-38.64%
2007
8.89%
7.48%
2006
12.76%
14.66%
2005
6.95%
7.75%
2004
14.66%
12.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.14% -- -- --
2024 7.44% 0.00% 6.82% -2.79%
2023 4.59% 4.54% -4.08% 10.29%
2022 -6.86% -13.60% -6.64% 10.08%
2021 3.79% 7.56% 0.20% 6.00%
2020 -20.62% 18.90% 8.10% 12.94%
2019 14.04% 4.90% 0.55% 7.49%
2018 0.18% 2.51% 4.00% -13.13%
2017 6.15% 5.35% 4.01% 5.43%
2016 0.81% 2.75% 3.98% -0.73%

2015 3.19% 0.25% -7.42% 4.05%
2014 1.00% 3.55% -3.28% 2.21%
2013 8.50% 0.67% 7.66% 6.95%
2012 12.44% -4.55% 6.76% 2.11%
2011 4.64% 0.55% -16.50% 7.83%
2010 4.67% -10.21% 13.32% 10.90%
2009 -8.40% 19.80% 17.96% 4.83%
2008 -9.28% 0.91% -13.82% -24.73%
2007 3.11% 6.04% 1.48% -1.87%
2006 6.15% -4.04% 2.53% 7.97%
2005 -2.84% 1.31% 5.70% 2.80%
2004 3.90% 0.82% -2.84% 12.65%

Rank in Category (By Total Return)

YTD 18
1-Month 18
3-Month 18
1-Year 68
3-Year 62
5-Year 81

Load Adjusted Returns

1-Year 3.70%
3-Year 4.59%
5-Year 12.90%
10-Year 8.26%

Performance & Risk

YTD Return -4.50%
5y Average Return 10.72%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family MFS
Net Assets 2.76B
YTD Return -0.14%
Yield 1.14%
Morningstar Rating
Inception Date Oct 31, 2003

Fund Summary

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 equity 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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