Canada markets close in 4 hours 39 minutes

MFS Growth Allocation Fund (MAGWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
24.50-0.04 (-0.16%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.11%
5-Year Average Return7.60%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jun 30, 2024)32.33%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return32.33%
Worst 3-Yr Total Return3.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMAGWXCategory
YTD5.89%11.35%
1-Month3.34%0.99%
3-Month2.56%5.92%
1-Year17.32%32.83%
3-Year2.74%11.75%
5-Year8.78%11.53%
10-Year7.40%8.98%
Last Bull Market19.41%17.67%
Last Bear Market-12.43%-15.71%

Annual Total Return (%) History

Year
MAGWXCategory
2024
N/AN/A
2023
14.61%N/A
2022
-16.08%N/A
2021
15.70%N/A
2020
14.46%13.51%
2019
26.26%21.35%
2018
-5.87%-7.93%
2017
18.90%15.80%
2016
7.56%7.93%
2015
-0.87%-2.77%
2014
3.74%5.71%
2013
20.20%21.31%
2012
15.71%13.42%
2011
-2.33%-3.80%
2010
16.71%13.49%
2009
32.33%29.37%
2008
-34.42%-34.34%
2007
8.85%7.43%
2006
12.61%13.07%
2005
6.66%7.35%
2004
13.75%10.93%
2003
26.16%25.10%
2002
N/A-14.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.24%N/AN/AN/A
20234.31%3.86%-3.71%9.87%
2022-6.37%-12.43%-5.85%8.72%
20212.74%6.78%0.34%5.11%
2020-17.73%16.76%7.01%11.35%
201912.36%4.76%0.89%6.31%
20180.19%1.85%3.48%-10.86%
20175.30%4.46%3.51%4.42%
20161.50%2.96%3.65%-0.69%
20152.79%0.11%-6.53%3.07%
20141.34%3.41%-2.71%1.75%
20136.88%-0.12%6.38%5.85%
201210.46%-3.20%6.12%1.97%
20114.24%0.83%-13.12%6.97%
20104.45%-7.97%11.57%8.83%
2009-6.82%17.14%16.10%4.42%
2008-7.31%0.43%-11.71%-20.20%
20072.64%4.95%1.89%-0.83%
20064.94%-2.60%3.32%6.63%
2005-1.98%1.32%4.84%2.44%
20043.51%0.50%-0.90%10.35%
2003-2.68%13.22%3.50%10.62%
2002-11.90%5.90%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month65
3-Month62
1-Year63
3-Year62
5-Year56

Load Adjusted Returns

1-Year10.57%
3-Year0.73%
5-Year7.50%
10-Year6.77%