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MFS Growth Allocation R2 (MGALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.00+0.11 (+0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.41%
5-year average return7.36%
Number of years up15
Number of years down5
Best 1-yr total return (1 Jul 2024)32.03%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return32.03%
Worst 3-yr total return3.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGALXCategory
YTD5.84%11.35%
1-month3.30%0.99%
3-month2.50%5.92%
1-year17.00%32.83%
3-year2.49%11.75%
5-year8.51%11.53%
10-year7.14%8.98%
Last bull market19.32%17.67%
Last bear market-12.51%-15.71%

Annual total return (%) history

Year
MGALXCategory
2024
N/AN/A
2023
14.25%N/A
2022
-16.28%N/A
2021
15.45%N/A
2020
14.19%13.51%
2019
25.91%21.35%
2018
-6.09%-7.93%
2017
18.59%15.80%
2016
7.27%7.93%
2015
-1.12%-2.77%
2014
3.54%5.71%
2013
19.91%21.31%
2012
15.33%13.42%
2011
-2.58%-3.80%
2010
16.52%13.49%
2009
32.03%29.37%
2008
-34.54%-34.34%
2007
8.50%7.43%
2006
12.22%13.07%
2005
6.30%7.35%
2004
13.13%10.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.24%-0.04%N/AN/A
20234.18%3.82%-3.73%9.72%
2022-6.42%-12.51%-5.92%8.70%
20212.68%6.71%0.27%5.08%
2020-17.74%16.66%6.94%11.27%
201912.31%4.73%0.77%6.24%
20180.15%1.79%3.42%-10.92%
20175.25%4.39%3.44%4.34%
20161.41%2.91%3.56%-0.75%
20152.67%0.05%-6.56%3.01%
20141.31%3.37%-2.83%1.74%
20136.88%-0.19%6.26%5.78%
201210.35%-3.27%6.11%1.82%
20114.17%0.77%-13.25%6.97%
20104.37%-7.96%11.45%8.85%
2009-6.83%17.11%16.00%4.31%
2008-7.37%0.44%-11.77%-20.26%
20072.54%4.89%1.79%-0.89%
20064.84%-2.70%3.21%6.59%
2005-2.08%1.26%4.73%2.37%
20043.42%0.33%-0.99%10.12%

Rank in category (by total return)

YTD63
1-month68
3-month66
1-year70
3-year70
5-year64

Load adjusted returns

1-year17.00%
3-year2.49%
5-year8.51%
10-year7.14%