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Mfs Aggressive Growth Allocation Fund Class R1: (MF: MAAFX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$29.22 USD
+0.20 (0.69%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.17 | 40 |
| 3 months | -0.14 | 90 |
| 6 months | 7.17 | 40 |
| 1 Year | 13.08 | 41 |
| 3 Year | 2.46 | 43 |
| 5 Year | 8.17 | 31 |
| 10 Year | 7.54 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.05 |
| Bull Market (2/09 - 3/21) | 454.16 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.08 |
| 5 Year | 8.16 |
| 10 Year | 7.54 |
| Since Inception | 7.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.32 | -0.14 | NA | NA |
| 2023 | 4.48 | 4.41 | -4.22 | 10.17 |
| 2022 | -6.97 | -13.70 | -6.76 | 9.94 |
| 2021 | 3.65 | 7.44 | 0.06 | 5.87 |
| 2020 | -20.70 | 18.74 | 7.91 | 12.81 |
| 2019 | 13.87 | 4.76 | 0.42 | 7.36 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.17 | 15.11 | -17.71 | 17.99 | 14.64 | 28.64 | -7.66 | 21.97 | 6.41 | -0.90 | 2.88 |
| % Total Return Rel to Index | -8.12 | -11.13 | 0.49 | -10.69 | -3.76 | -2.84 | -3.27 | 0.17 | -5.52 | -2.29 | -10.75 |
| % Total Return Rel to Peer | 0.98 | 1.95 | -4.74 | 6.48 | 3.95 | 11.44 | -1.16 | 8.51 | 0.14 | 1.45 | -1.19 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.09 | 0.25 | 0.68 | 0.00 | 0.09 | 0.16 | 0.14 | 0.05 | 0.15 | 0.08 |
| % Yield | 0.00 | 0.33 | 1.03 | 2.13 | 0.00 | 0.36 | 0.79 | 0.61 | 0.26 | 0.77 | 0.40 |
| Capital Gains ($) | 0.00 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 | 0.00 |
| Expense Ratio | 0.00 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%