UK markets close in 5 hours 11 minutes

MFS Moderate Allocation C (MMACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.80+0.13 (+0.70%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.67%
5-year average return5.26%
Number of years up16
Number of years down5
Best 1-yr total return (22 Apr 2024)26.16%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return26.16%
Worst 3-yr total return1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMACXCategory
YTD4.49%9.69%
1-month2.33%0.91%
3-month4.49%5.21%
1-year12.39%27.06%
3-year2.44%11.00%
5-year6.19%10.26%
10-year5.43%8.34%
Last bull market21.22%15.58%
Last bear market-11.01%-12.16%

Annual total return (%) history

Year
MMACXCategory
2024
N/AN/A
2023
11.61%N/A
2022
-15.82%N/A
2021
10.94%N/A
2020
12.69%11.72%
2019
20.86%19.23%
2018
-5.16%-5.76%
2017
13.91%13.21%
2016
5.68%7.34%
2015
-1.66%-1.93%
2014
3.34%6.21%
2013
13.63%16.48%
2012
12.20%11.72%
2011
-0.45%-0.11%
2010
13.66%11.83%
2009
26.16%24.13%
2008
-26.50%-28.00%
2007
7.57%5.99%
2006
9.59%11.29%
2005
4.42%5.13%
2004
9.89%8.86%
2003
17.99%20.35%
2002
N/A-12.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.49%N/AN/AN/A
20233.76%2.62%-3.72%8.86%
2022-6.17%-11.01%-5.53%6.72%
20211.30%5.40%0.17%3.73%
2020-13.35%13.42%5.47%8.72%
20199.86%4.21%0.94%4.59%
2018-0.23%1.11%2.50%-8.28%
20174.00%3.40%2.65%3.19%
20161.76%2.56%2.72%-1.42%
20152.07%-0.39%-5.13%1.95%
20141.38%2.85%-2.24%1.38%
20135.05%-0.90%4.72%4.24%
20127.72%-2.07%4.94%1.36%
20113.30%0.91%-9.45%5.47%
20103.80%-5.53%9.12%6.22%
2009-5.21%13.63%13.25%3.43%
2008-5.54%-0.08%-8.21%-15.17%
20071.96%3.70%1.86%-0.12%
20063.05%-1.79%3.41%4.71%
2005-1.64%1.41%3.04%1.60%
20042.58%-0.17%-0.17%7.51%
2003-1.98%9.97%1.74%7.59%
2002-7.90%4.45%N/AN/A

Rank in category (by total return)

YTD73
1-month63
3-month73
1-year79
3-year83
5-year78

Load adjusted returns

1-year11.39%
3-year2.44%
5-year6.19%
10-year5.43%