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MFS Aggressive Growth Allocation I (MIAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.91+0.15 (+0.49%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.61%
5-year average return9.08%
Number of years up17
Number of years down4
Best 1-yr total return (2 Jul 2024)36.33%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.33%
Worst 3-yr total return3.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIAGXCategory
YTD7.70%13.38%
1-month0.23%1.16%
3-month0.10%6.75%
1-year14.21%40.77%
3-year3.48%13.59%
5-year9.24%13.52%
10-year8.63%10.48%
Last bull market21.96%21.11%
Last bear market-13.47%-19.34%

Annual total return (%) history

Year
MIAGXCategory
2024
N/AN/A
2023
16.27%N/A
2022
-16.90%N/A
2021
19.15%N/A
2020
15.81%15.41%
2019
29.96%24.78%
2018
-6.74%-9.27%
2017
23.22%18.41%
2016
7.51%8.45%
2015
0.11%-1.74%
2014
3.91%5.50%
2013
26.35%26.84%
2012
17.63%15.29%
2011
-4.82%-4.13%
2010
18.73%14.83%
2009
36.33%30.03%
2008
-40.24%-38.64%
2007
9.52%7.48%
2006
13.52%14.66%
2005
7.69%7.75%
2004
15.55%12.45%
2003
32.33%30.32%
2002
N/A-19.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.59%0.10%N/AN/A
20234.74%4.68%-3.96%10.42%
2022-6.75%-13.47%-6.58%10.25%
20213.89%7.72%0.31%6.14%
2020-20.53%19.09%8.18%13.11%
201914.21%5.01%0.69%7.62%
20180.34%2.59%4.14%-13.01%
20176.25%5.55%4.09%5.56%
20160.95%2.91%4.10%-0.58%
20153.29%0.39%-7.31%4.16%
20141.12%3.69%-3.17%2.35%
20138.55%0.82%7.81%7.08%
201212.58%-4.41%6.88%2.26%
20114.71%0.66%-16.36%7.97%
20104.78%-10.05%13.50%11.00%
2009-8.27%19.93%18.10%4.93%
2008-9.12%1.02%-13.73%-24.55%
20073.24%6.22%1.62%-1.72%
20066.33%-3.90%2.68%8.19%
2005-2.73%1.52%5.91%2.97%
20044.13%1.05%-2.64%12.80%
2003-3.79%16.45%4.78%12.73%
2002-15.60%6.28%N/AN/A

Rank in category (by total return)

YTD60
1-month81
3-month78
1-year66
3-year48
5-year48

Load adjusted returns

1-year14.21%
3-year3.48%
5-year9.24%
10-year8.63%