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MFS Moderate Allocation A (MAMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.29+0.14 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.27%
5-year average return5.78%
Number of years up17
Number of years down4
Best 1-yr total return (29 Apr 2024)27.14%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return27.14%
Worst 3-yr total return2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAMAXCategory
YTD4.65%9.69%
1-month2.38%0.91%
3-month4.65%5.21%
1-year13.18%27.06%
3-year3.20%11.00%
5-year6.98%10.26%
10-year6.22%8.34%
Last bull market21.92%15.58%
Last bear market-10.83%-12.16%

Annual total return (%) history

Year
MAMAXCategory
2024
N/AN/A
2023
12.49%N/A
2022
-15.20%N/A
2021
11.70%N/A
2020
13.61%11.72%
2019
21.73%19.23%
2018
-4.46%-5.76%
2017
14.81%13.21%
2016
6.47%7.34%
2015
-0.91%-1.93%
2014
4.04%6.21%
2013
14.52%16.48%
2012
13.12%11.72%
2011
0.29%-0.11%
2010
14.53%11.83%
2009
27.14%24.13%
2008
-26.04%-28.00%
2007
8.26%5.99%
2006
10.26%11.29%
2005
5.12%5.13%
2004
10.59%8.86%
2003
18.95%20.35%
2002
N/A-12.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.65%N/AN/AN/A
20234.01%2.76%-3.50%9.06%
2022-6.00%-10.83%-5.32%6.86%
20211.45%5.59%0.34%3.92%
2020-13.14%13.59%5.69%8.95%
201910.04%4.42%1.12%4.76%
2018-0.06%1.29%2.69%-8.09%
20174.23%3.54%2.86%3.44%
20161.91%2.79%2.92%-1.24%
20152.32%-0.26%-4.92%2.13%
20141.53%3.05%-2.09%1.56%
20135.21%-0.71%4.90%4.50%
20127.97%-1.92%5.20%1.54%
20113.50%1.09%-9.31%5.68%
20104.01%-5.38%9.34%6.44%
2009-4.96%13.80%13.47%3.59%
2008-5.41%0.15%-8.02%-15.13%
20072.17%3.81%2.05%0.02%
20063.26%-1.69%3.53%4.92%
2005-1.46%1.57%3.17%1.81%
20042.74%-0.09%0.09%7.64%
2003-1.66%10.04%2.02%7.75%
2002-7.90%4.45%N/AN/A

Rank in category (by total return)

YTD69
1-month56
3-month69
1-year71
3-year67
5-year59

Load adjusted returns

1-year6.67%
3-year1.18%
5-year5.72%
10-year5.60%