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Mfs Aggressive Growth Allocation Fund Class R4: (MF: MAALX)
(NASDAQ Mutual Funds) As of May 8, 2025 08:00 PM ET
$30.50 USD
+0.14 (0.46%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.03 | 54 |
| 3 months | -0.03 | 54 |
| 6 months | -2.67 | 83 |
| 1 Year | 4.22 | 75 |
| 3 Year | 5.12 | 31 |
| 5 Year | 13.47 | 18 |
| 10 Year | 8.79 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.44 |
| Bull Market (2/09 - 3/21) | 603.52 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.22 |
| 5 Year | 13.46 |
| 10 Year | 8.80 |
| Since Inception | 8.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.03 | NA | NA | NA |
| 2024 | 7.54 | 0.13 | 6.93 | -2.64 |
| 2023 | 4.74 | 4.67 | -3.95 | 10.43 |
| 2022 | -6.76 | -13.48 | -6.56 | 10.25 |
| 2021 | 3.91 | 7.70 | 0.31 | 6.16 |
| 2020 | -20.51 | 19.07 | 8.17 | 13.10 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.03 | 12.11 | 16.29 | -16.90 | 19.19 | 15.79 | 29.93 | -6.77 | 23.25 | 7.43 | 0.15 |
| % Total Return Rel to Index | 4.23 | -12.91 | -9.94 | 1.30 | -9.48 | -2.60 | -1.55 | -2.38 | 1.45 | -4.50 | -1.23 |
| % Total Return Rel to Peer | -0.22 | 2.19 | 3.13 | -3.93 | 7.68 | 5.10 | 12.74 | -0.27 | 9.79 | 1.15 | 2.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.49 | 0.33 | 0.51 | 1.01 | 0.20 | 0.35 | 0.40 | 0.37 | 0.24 | 0.35 |
| % Yield | 0.00 | 1.56 | 1.66 | 1.93 | 3.01 | 0.67 | 1.29 | 1.83 | 1.52 | 1.20 | 1.76 |
| Capital Gains ($) | 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 | 0.12 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 |
* 1 = Top 20%, 5 = Bottom 20%