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MFS Growth Allocation I (MGWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.03+0.11 (+0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.15%
5-year average return7.84%
Number of years up16
Number of years down5
Best 1-yr total return (2 Jul 2024)32.70%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.70%
Worst 3-yr total return3.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGWIXCategory
YTD6.46%11.35%
1-month0.40%0.99%
3-month0.12%5.92%
1-year12.72%32.83%
3-year2.81%11.75%
5-year8.01%11.53%
10-year7.55%8.98%
Last bull market19.52%17.67%
Last bear market-12.40%-15.71%

Annual total return (%) history

Year
MGWIXCategory
2024
N/AN/A
2023
14.85%N/A
2022
-15.88%N/A
2021
16.01%N/A
2020
14.74%13.51%
2019
26.54%21.35%
2018
-5.61%-7.93%
2017
19.21%15.80%
2016
7.78%7.93%
2015
-0.57%-2.77%
2014
4.01%5.71%
2013
20.45%21.31%
2012
15.93%13.42%
2011
-2.01%-3.80%
2010
17.05%13.49%
2009
32.70%29.37%
2008
-34.23%-34.34%
2007
9.25%7.43%
2006
12.96%13.07%
2005
7.10%7.35%
2004
14.07%10.93%
2003
26.66%25.10%
2002
N/A-14.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.34%0.12%N/AN/A
20234.36%3.95%-3.62%9.85%
2022-6.30%-12.40%-5.78%8.79%
20212.79%6.83%0.41%5.21%
2020-17.66%16.76%7.13%11.41%
201912.36%4.87%0.93%6.40%
20180.29%1.88%3.54%-10.78%
20175.37%4.52%3.58%4.49%
20161.55%2.99%3.72%-0.64%
20152.82%0.21%-6.47%3.18%
20141.44%3.44%-2.64%1.81%
20136.90%0.00%6.39%5.90%
201210.46%-3.18%6.22%2.05%
20114.36%0.89%-13.09%7.10%
20104.51%-7.84%11.57%8.92%
2009-6.68%17.27%16.09%4.45%
2008-7.27%0.50%-11.63%-20.14%
20072.70%5.12%1.94%-0.72%
20064.99%-2.45%3.37%6.70%
2005-1.90%1.47%4.89%2.58%
20043.58%0.58%-0.82%10.40%
2003-2.68%13.42%3.59%10.77%
2002-11.90%6.02%N/AN/A

Rank in category (by total return)

YTD68
1-month74
3-month73
1-year69
3-year63
5-year51

Load adjusted returns

1-year12.72%
3-year2.81%
5-year8.01%
10-year7.55%