Mfs Aggressive Growth Allocation Fund - Class B: (MF: MBAGX)
(NASDAQ Mutual Funds) As of Jun 7, 2024 08:00 PM ET
$29.48 USD
-0.17 (-0.57%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.12 | 32 |
3 months | 3.23 | 28 |
6 months | 16.71 | 30 |
1 Year | 12.16 | 37 |
3 Year | 1.92 | 40 |
5 Year | 7.57 | 28 |
10 Year | 7.51 | 15 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 116.63 |
Bear Market (10/07 - 2/09) | -52.08 |
Bull Market (2/09 - 3/21) | 455.31 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 13.48 |
5 Year | 8.76 |
10 Year | 7.92 |
Since Inception | 7.53 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.30 | NA | NA | NA |
2023 | 4.49 | 4.38 | -4.19 | 10.16 |
2022 | -6.99 | -13.66 | -6.80 | 9.96 |
2021 | 3.65 | 7.44 | 0.03 | 5.88 |
2020 | -20.70 | 18.79 | 7.90 | 12.82 |
2019 | 13.91 | 4.77 | 0.41 | 7.35 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.12 | 15.11 | -17.70 | 17.96 | 14.68 | 28.66 | -7.68 | 21.95 | 6.41 | -0.87 | 2.92 |
% Total Return Rel to Index | -2.92 | -11.13 | 0.49 | -10.71 | -3.71 | -2.82 | -3.29 | 0.15 | -5.52 | -2.26 | -10.71 |
% Total Return Rel to Peer | 0.88 | 1.95 | -4.73 | 6.45 | 3.99 | 11.46 | -1.19 | 8.49 | 0.14 | 1.48 | -1.15 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 | 4.00 |
% Dividends | 0.00 | 0.02 | 0.20 | 0.66 | 0.00 | 0.08 | 0.14 | 0.14 | 0.03 | 0.14 | 0.08 |
% Yield | 0.00 | 0.06 | 0.76 | 1.95 | 0.00 | 0.32 | 0.67 | 0.56 | 0.18 | 0.69 | 0.42 |
Capital Gains ($) | 0.00 | 0.63 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 | 0.00 |
Expense Ratio | 0.00 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%