Mfs Aggressive Growth Allocation Fund - Class C: (MF: MCAGX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$29.79 USD
+0.21 (0.71%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 7.14 | 40 |
3 months | -0.13 | 90 |
6 months | 7.14 | 40 |
1 Year | 13.08 | 41 |
3 Year | 2.46 | 43 |
5 Year | 8.16 | 31 |
10 Year | 7.54 | 17 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 116.19 |
Bear Market (10/07 - 2/09) | -52.07 |
Bull Market (2/09 - 3/21) | 454.53 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 11.95 |
5 Year | 8.16 |
10 Year | 7.54 |
Since Inception | 7.38 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.29 | -0.13 | NA | NA |
2023 | 4.48 | 4.41 | -4.22 | 10.19 |
2022 | -6.99 | -13.68 | -6.77 | 9.94 |
2021 | 3.66 | 7.42 | 0.06 | 5.87 |
2020 | -20.70 | 18.75 | 7.91 | 12.81 |
2019 | 13.91 | 4.77 | 0.42 | 7.36 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 7.14 | 15.14 | -17.72 | 17.98 | 14.65 | 28.68 | -7.68 | 21.93 | 6.42 | -0.84 | 2.86 |
% Total Return Rel to Index | -8.15 | -11.10 | 0.48 | -10.69 | -3.75 | -2.80 | -3.29 | 0.13 | -5.51 | -2.23 | -10.78 |
% Total Return Rel to Peer | 0.96 | 1.98 | -4.75 | 6.47 | 3.96 | 11.48 | -1.18 | 8.47 | 0.14 | 1.50 | -1.21 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 | 4.00 |
% Dividends | 0.00 | 0.07 | 0.24 | 0.70 | 0.00 | 0.11 | 0.14 | 0.14 | 0.04 | 0.15 | 0.11 |
% Yield | 0.00 | 0.25 | 0.94 | 2.11 | 0.00 | 0.41 | 0.67 | 0.59 | 0.24 | 0.78 | 0.55 |
Capital Gains ($) | 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%