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Mfs Aggressive Growth Allocation Fund Cl R2: (MF: MAWAX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$31.17 USD
+0.11 (0.35%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.76 | 29 |
| 3 months | 6.82 | 9 |
| 6 months | 6.82 | 50 |
| 1 Year | 26.57 | 29 |
| 3 Year | 5.19 | 36 |
| 5 Year | 10.03 | 23 |
| 10 Year | 9.16 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.72 |
| Bull Market (2/09 - 3/21) | 538.74 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 26.57 |
| 5 Year | 10.03 |
| 10 Year | 9.15 |
| Since Inception | 8.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.43 | 0.00 | 6.82 | NA |
| 2023 | 4.58 | 4.54 | -4.08 | 10.28 |
| 2022 | -6.85 | -13.59 | -6.64 | 10.10 |
| 2021 | 3.79 | 7.55 | 0.19 | 5.99 |
| 2020 | -20.61 | 18.90 | 8.10 | 12.94 |
| 2019 | 14.04 | 4.89 | 0.54 | 7.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.76 | 15.66 | -17.28 | 18.55 | 15.23 | 29.30 | -7.25 | 22.62 | 6.91 | -0.36 | 3.39 |
| % Total Return Rel to Index | -7.34 | -10.58 | 0.92 | -10.12 | -3.16 | -2.18 | -2.85 | 0.82 | -5.02 | -1.74 | -10.24 |
| % Total Return Rel to Peer | 3.05 | 2.50 | -4.31 | 7.05 | 4.55 | 12.10 | -0.75 | 9.16 | 0.64 | 1.99 | -0.68 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.20 | 0.37 | 0.85 | 0.07 | 0.22 | 0.28 | 0.25 | 0.14 | 0.25 | 0.18 |
| % Yield | 0.00 | 0.69 | 1.43 | 2.59 | 0.23 | 0.84 | 1.29 | 1.06 | 0.70 | 1.27 | 0.91 |
| Capital Gains ($) | 0.00 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 | 0.00 |
| Expense Ratio | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.62 |
* 1 = Top 20%, 5 = Bottom 20%