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Mfs Aggressive Growth Allocation Fund Class R3: (MF: MAAHX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$31.74 USD
+0.11 (0.35%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.95 | 26 |
| 3 months | 6.86 | 8 |
| 6 months | 6.94 | 46 |
| 1 Year | 26.88 | 27 |
| 3 Year | 5.45 | 32 |
| 5 Year | 10.31 | 20 |
| 10 Year | 9.43 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.61 |
| Bull Market (2/09 - 3/21) | 564.77 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 26.88 |
| 5 Year | 10.31 |
| 10 Year | 9.42 |
| Since Inception | 8.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.49 | 0.06 | 6.86 | NA |
| 2023 | 4.67 | 4.58 | -4.01 | 10.36 |
| 2022 | -6.81 | -13.52 | -6.61 | 10.16 |
| 2021 | 3.85 | 7.65 | 0.25 | 6.08 |
| 2020 | -20.54 | 18.99 | 8.10 | 13.01 |
| 2019 | 14.10 | 4.91 | 0.62 | 7.56 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.95 | 15.98 | -17.10 | 18.91 | 15.50 | 29.58 | -6.98 | 22.87 | 7.21 | -0.10 | 3.69 |
| % Total Return Rel to Index | -7.14 | -10.26 | 1.10 | -9.77 | -2.89 | -1.90 | -2.59 | 1.07 | -4.72 | -1.49 | -9.95 |
| % Total Return Rel to Peer | 3.24 | 2.82 | -4.13 | 7.40 | 4.82 | 12.38 | -0.48 | 9.41 | 0.93 | 2.25 | -0.38 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.26 | 0.43 | 0.93 | 0.13 | 0.28 | 0.33 | 0.31 | 0.19 | 0.30 | 0.25 |
| % Yield | 0.00 | 0.90 | 1.63 | 2.75 | 0.45 | 1.04 | 1.49 | 1.28 | 0.92 | 1.49 | 1.20 |
| Capital Gains ($) | 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%