Back to top
Mfs Aggressive Growth Allocation Fund Class R3: (MF: MAAHX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$32.17 USD
+0.05 (0.16%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.94 | 18 |
| 3 months | 9.01 | 25 |
| 6 months | 8.94 | 18 |
| 1 Year | 13.26 | 25 |
| 3 Year | 13.28 | 30 |
| 5 Year | 11.22 | 23 |
| 10 Year | 9.43 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.61 |
| Bull Market (2/09 - 3/21) | 604.52 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.26 |
| 5 Year | 11.21 |
| 10 Year | 9.44 |
| Since Inception | 8.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.06 | 9.01 | NA | NA |
| 2024 | 7.49 | 0.06 | 6.86 | -2.72 |
| 2023 | 4.67 | 4.58 | -4.01 | 10.36 |
| 2022 | -6.81 | -13.52 | -6.61 | 10.16 |
| 2021 | 3.85 | 7.65 | 0.25 | 6.08 |
| 2020 | -20.54 | 18.99 | 8.10 | 13.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.94 | 11.83 | 15.98 | -17.10 | 18.91 | 15.50 | 29.58 | -6.98 | 22.87 | 7.21 | -0.10 |
| % Total Return Rel to Index | 2.73 | -13.19 | -10.26 | 1.10 | -9.77 | -2.89 | -1.90 | -2.59 | 1.07 | -4.72 | -1.49 |
| % Total Return Rel to Peer | 2.30 | 1.91 | 2.82 | -4.13 | 7.40 | 4.82 | 12.38 | -0.48 | 9.41 | 0.93 | 2.25 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.41 | 0.26 | 0.43 | 0.93 | 0.13 | 0.28 | 0.33 | 0.31 | 0.19 | 0.30 |
| % Yield | 0.00 | 1.29 | 1.37 | 1.63 | 2.75 | 0.45 | 1.04 | 1.49 | 1.28 | 0.92 | 1.49 |
| Capital Gains ($) | 0.00 | 1.07 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 |
| Expense Ratio | 0.00 | 0.37 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%