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MFS Growth Allocation R1 (MAGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.85+0.18 (+0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.91%
5-year average return6.84%
Number of years up13
Number of years down5
Best 1-yr total return (2 May 2024)31.39%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.39%
Worst 3-yr total return2.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAGMXCategory
YTD2.23%11.35%
1-month-3.60%0.99%
3-month2.32%5.92%
1-year10.49%32.83%
3-year1.28%11.75%
5-year6.50%11.53%
10-year6.45%8.98%
Last bull market19.05%17.67%
Last bear market-12.63%-15.71%

Annual total return (%) history

Year
MAGMXCategory
2024
N/AN/A
2023
13.72%N/A
2022
-16.68%N/A
2021
14.83%N/A
2020
13.59%13.51%
2019
25.31%21.35%
2018
-6.57%-7.93%
2017
18.07%15.80%
2016
6.68%7.93%
2015
-1.57%-2.77%
2014
2.95%5.71%
2013
19.31%21.31%
2012
14.77%13.42%
2011
-3.00%-3.80%
2010
15.82%13.49%
2009
31.39%29.37%
2008
-34.89%-34.34%
2007
8.10%7.43%
2006
11.76%13.07%
2005
N/A7.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.05%N/AN/AN/A
20234.06%3.71%-3.91%9.65%
2022-6.51%-12.63%-6.00%8.52%
20212.55%6.58%0.16%4.89%
2020-17.84%16.43%6.88%11.10%
201912.11%4.61%0.69%6.12%
20180.00%1.67%3.28%-11.03%
20175.16%4.25%3.29%4.26%
20161.32%2.72%3.45%-0.91%
20152.60%-0.06%-6.73%2.92%
20141.16%3.26%-2.93%1.55%
20136.71%-0.32%6.18%5.64%
201210.19%-3.39%5.99%1.71%
20114.08%0.64%-13.32%6.83%
20104.25%-8.16%11.37%8.62%
2009-7.03%17.00%15.84%4.27%
2008-7.53%0.22%-11.83%-20.32%
20072.43%4.81%1.68%-0.97%
20064.73%-2.73%3.10%6.41%
20054.67%2.23%N/AN/A

Rank in category (by total return)

YTD69
1-month49
3-month63
1-year78
3-year78
5-year72

Load adjusted returns

1-year10.49%
3-year1.28%
5-year6.50%
10-year6.45%