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MFS Growth Allocation 529B (EBGWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.83-0.10 (-0.42%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.80%
5-year average return5.90%
Number of years up14
Number of years down4
Best 1-yr total return (3 Feb 2019)31.26%
Worst 1-yr total return (3 Feb 2019)-34.93%
Best 3-yr total return31.26%
Worst 3-yr total return-7.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEBGWXCategory
YTD-6.80%11.35%
1-month0.42%0.99%
3-month-4.71%5.92%
1-year5.53%32.83%
3-year10.87%11.75%
5-year10.22%11.53%
10-year8.55%8.98%
Last bull market17.53%17.67%
Last bear market-15.44%-15.71%

Annual total return (%) history

Year
EBGWXCategory
2021
N/AN/A
2020
13.55%13.51%
2019
25.25%21.35%
2018
-6.60%-7.93%
2017
17.95%15.80%
2016
6.70%7.93%
2015
-1.68%-2.77%
2014
2.99%5.71%
2013
19.26%21.31%
2012
14.64%13.42%
2011
-3.06%-3.80%
2010
15.69%13.49%
2009
31.26%29.37%
2008
-34.93%-34.34%
2007
7.89%7.43%
2006
11.53%13.07%
2005
5.79%7.35%
2004
12.62%10.93%
2003
24.93%25.10%
2002
N/A-14.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.74%6.74%N/AN/A
2020-17.89%16.52%6.82%11.12%
201912.12%4.60%0.62%6.13%
20180.05%1.58%3.31%-11.05%
20175.11%4.27%3.28%4.21%
20161.35%2.72%3.44%-0.92%
20152.55%-0.11%-6.72%2.90%
20141.19%3.20%-2.94%1.61%
20136.74%-0.32%6.14%5.60%
201210.19%-3.48%5.98%1.70%
20114.03%0.63%-13.31%6.81%
20104.20%-8.14%11.32%8.58%
2009-7.04%17.02%15.74%4.26%
2008-7.52%0.22%-11.84%-20.36%
20072.41%4.78%1.61%-1.04%
20064.64%-2.79%3.09%6.36%
2005-2.17%1.11%4.62%2.23%
20043.20%0.25%-1.09%10.05%
2003-3.02%13.00%3.24%10.42%
20025.69%N/AN/AN/A

Rank in category (by total return)

YTD80
1-month61
3-month18
1-year73
3-year35
5-year49

Load adjusted returns

1-year26.17%
3-year11.96%
5-year11.73%
10-year8.92%