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Mfs Aggressive Growth Allocation Fund Class R4: (MF: MAALX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$29.26 USD
-0.74 (-2.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.68 | 33 |
| 3 months | 0.13 | 86 |
| 6 months | 7.68 | 33 |
| 1 Year | 14.22 | 33 |
| 3 Year | 3.49 | 26 |
| 5 Year | 9.25 | 16 |
| 10 Year | 8.62 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.44 |
| Bull Market (2/09 - 3/21) | 546.68 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 14.22 |
| 5 Year | 9.25 |
| 10 Year | 8.62 |
| Since Inception | 8.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.54 | 0.13 | NA | NA |
| 2023 | 4.74 | 4.67 | -3.95 | 10.43 |
| 2022 | -6.76 | -13.48 | -6.56 | 10.25 |
| 2021 | 3.91 | 7.70 | 0.31 | 6.16 |
| 2020 | -20.51 | 19.07 | 8.17 | 13.10 |
| 2019 | 14.16 | 5.03 | 0.69 | 7.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.68 | 16.29 | -16.90 | 19.19 | 15.79 | 29.93 | -6.77 | 23.25 | 7.43 | 0.15 | 3.90 |
| % Total Return Rel to Index | -7.62 | -9.94 | 1.30 | -9.48 | -2.60 | -1.55 | -2.38 | 1.45 | -4.50 | -1.23 | -9.73 |
| % Total Return Rel to Peer | 1.49 | 3.13 | -3.93 | 7.68 | 5.10 | 12.74 | -0.27 | 9.79 | 1.15 | 2.50 | -0.17 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.33 | 0.51 | 1.01 | 0.20 | 0.35 | 0.40 | 0.37 | 0.24 | 0.35 | 0.29 |
| % Yield | 0.00 | 1.14 | 1.93 | 3.01 | 0.67 | 1.29 | 1.83 | 1.52 | 1.20 | 1.76 | 1.46 |
| Capital Gains ($) | 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 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.12 |
* 1 = Top 20%, 5 = Bottom 20%