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MFS Growth Allocation 529A (EAGWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.96+0.06 (+0.27%)
At close: 07:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-14.85%
5-year average return7.97%
Number of years up15
Number of years down4
Best 1-yr total return (19 May 2022)32.21%
Worst 1-yr total return (19 May 2022)N/A
Best 3-yr total return32.21%
Worst 3-yr total return-2.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAGWXCategory
YTD-14.85%11.35%
1-month-8.12%0.99%
3-month-8.23%5.92%
1-year-8.19%32.83%
3-year7.87%11.75%
5-year7.97%11.53%
10-year9.00%8.98%
Last bull market28.77%17.67%
Last bear market-17.59%-15.71%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD53
1-month29
3-month41
1-year40
3-year29
5-year12

Load adjusted returns

1-year-10.68%
3-year6.10%
5-year7.63%
10-year7.97%