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Mfs Aggressive Growth Allocation Fund - Class A: (MF: MAAGX)
(NASDAQ Mutual Funds) As of Nov 15, 2024 08:00 PM ET
$31.50 USD
-0.31 (-0.98%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Oct 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.13 | 30 |
| 3 months | 1.29 | 58 |
| 6 months | 8.47 | 37 |
| 1 Year | 27.07 | 30 |
| 3 Year | 2.90 | 40 |
| 5 Year | 9.35 | 21 |
| 10 Year | 8.94 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 123.21 |
| Bear Market (10/07 - 2/09) | -51.63 |
| Bull Market (2/09 - 3/21) | 564.48 |
Load Adjusted Returns as of Oct 31, 2024
| 1 Year | 19.99 |
| 5 Year | 9.07 |
| 10 Year | 8.82 |
| Since Inception | 8.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.50 | 0.06 | 6.87 | NA |
| 2023 | 4.67 | 4.58 | -4.01 | 10.36 |
| 2022 | -6.79 | -13.53 | -6.63 | 10.21 |
| 2021 | 3.85 | 7.66 | 0.22 | 6.09 |
| 2020 | -20.56 | 18.97 | 8.12 | 13.00 |
| 2019 | 14.14 | 4.92 | 0.65 | 7.56 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.13 | 15.97 | -17.07 | 18.88 | 15.47 | 29.67 | -7.00 | 22.90 | 7.22 | -0.14 | 3.66 |
| % Total Return Rel to Index | -8.84 | -10.27 | 1.12 | -9.79 | -2.92 | -1.81 | -2.61 | 1.11 | -4.71 | -1.53 | -9.98 |
| % Total Return Rel to Peer | 2.61 | 2.81 | -4.11 | 7.37 | 4.79 | 12.47 | -0.50 | 9.44 | 0.95 | 2.21 | -0.41 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.27 | 0.44 | 0.94 | 0.14 | 0.29 | 0.34 | 0.31 | 0.19 | 0.30 | 0.25 |
| % Yield | 0.00 | 0.90 | 1.65 | 2.74 | 0.47 | 1.05 | 1.53 | 1.27 | 0.92 | 1.48 | 1.19 |
| Capital Gains ($) | 0.00 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 | 0.00 |
| Expense Ratio | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.37 |
* 1 = Top 20%, 5 = Bottom 20%