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MFS Conservative Allocation R6 (MACQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.62+0.09 (+0.54%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.47%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)10.80%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return10.80%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMACQXCategory
YTD3.21%5.91%
1-Month1.91%0.61%
3-Month3.21%4.02%
1-Year10.25%18.59%
3-Year2.24%8.56%
5-Year5.52%7.44%
10-Year5.07%6.20%
Last Bull Market15.34%11.89%
Last Bear Market-8.81%-8.23%

Annual Total Return (%) History

Year
MACQXCategory
2024
N/AN/A
2023
10.80%N/A
2022
-13.18%N/A
2021
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.21%N/AN/AN/A
20233.73%1.82%-2.84%7.98%
2022-5.22%-8.81%-4.50%5.18%
20212.79%N/AN/AN/A

Rank In Category (By Total Return)

YTD42
1-Month52
3-Month42
1-Year42
3-Year24
5-Year18

Load Adjusted Returns

1-Year10.25%
3-Year2.24%
5-Year5.52%
10-Year5.07%