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Mfs Moderate Allocation Fund Cl R2: (MF: MARRX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$19.25 USD
+0.04 (0.21%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.92 | 36 |
| 3 months | -2.01 | 45 |
| 6 months | 0.77 | 45 |
| 1 Year | 7.88 | 66 |
| 3 Year | 5.28 | 64 |
| 5 Year | 7.06 | 60 |
| 10 Year | 5.86 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -34.82 |
| Bull Market (2/09 - 3/21) | 299.84 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 3.90 |
| 5 Year | 8.47 |
| 10 Year | 5.89 |
| Since Inception | 6.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.49 | NA | NA | NA |
| 2024 | 4.62 | 0.01 | 5.78 | -2.27 |
| 2023 | 3.95 | 2.71 | -3.60 | 9.05 |
| 2022 | -6.06 | -10.91 | -5.41 | 6.83 |
| 2021 | 1.37 | 5.50 | 0.29 | 3.90 |
| 2020 | -13.23 | 13.53 | 5.64 | 8.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.92 | 8.16 | 12.24 | -15.43 | 11.46 | 13.30 | 21.48 | -4.73 | 14.55 | 6.17 | -1.19 |
| % Total Return Rel to Index | 5.84 | -16.85 | -13.99 | 2.76 | -17.22 | -5.10 | -10.00 | -0.34 | -7.23 | -5.76 | -2.58 |
| % Total Return Rel to Peer | 0.75 | -1.75 | -0.91 | -2.47 | -0.04 | 2.61 | 4.28 | 1.76 | 1.09 | -0.10 | 1.16 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.04 | 0.45 | 0.35 | 0.38 | 0.56 | 0.20 | 0.29 | 0.31 | 0.33 | 0.18 | 0.20 |
| % Yield | 0.21 | 2.22 | 2.25 | 2.11 | 2.50 | 0.98 | 1.53 | 1.88 | 1.82 | 1.08 | 1.22 |
| Capital Gains ($) | 0.00 | 0.84 | 0.37 | 0.29 | 0.58 | 0.50 | 0.50 | 0.61 | 0.42 | 0.21 | 0.66 |
| Expense Ratio | 0.00 | 0.59 | 0.58 | 0.60 | 0.58 | 0.59 | 0.59 | 0.58 | 0.59 | 0.59 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%