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Mfs Aggressive Growth Allocation Fund Class R1: (MF: MAAFX)
(NASDAQ Mutual Funds) As of Jan 23, 2026 06:02 PM ET
$30.97 USD
+0.04 (0.13%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.02 | 55 |
| 3 months | 1.15 | 92 |
| 6 months | 5.05 | 83 |
| 1 Year | 14.02 | 55 |
| 3 Year | 13.37 | 46 |
| 5 Year | 7.18 | 44 |
| 10 Year | 9.59 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.06 |
| Bull Market (2/09 - 3/21) | 554.47 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 14.02 |
| 5 Year | 7.18 |
| 10 Year | 9.59 |
| Since Inception | 7.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.24 | 8.81 | 3.85 | 1.15 |
| 2024 | 7.32 | -0.14 | 6.66 | -2.88 |
| 2023 | 4.48 | 4.41 | -4.22 | 10.17 |
| 2022 | -6.97 | -13.70 | -6.76 | 9.94 |
| 2021 | 3.65 | 7.44 | 0.06 | 5.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.02 | 11.01 | 15.11 | -17.71 | 17.99 | 14.64 | 28.64 | -7.66 | 21.97 | 6.41 |
| % Total Return Rel to Index | -4.19 | -14.01 | -11.13 | 0.49 | -10.69 | -3.76 | -2.84 | -3.27 | 0.17 | -5.52 |
| % Total Return Rel to Peer | -0.48 | 1.09 | 1.95 | -4.74 | 6.48 | 3.95 | 11.44 | -1.16 | 8.51 | 0.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.35 | 0.12 | 0.09 | 0.25 | 0.68 | 0.00 | 0.09 | 0.16 | 0.14 | 0.05 |
| % Yield | 1.08 | 0.40 | 0.42 | 1.03 | 2.13 | 0.00 | 0.36 | 0.79 | 0.61 | 0.26 |
| Capital Gains ($) | 1.86 | 1.07 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 |
| Expense Ratio | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%