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Mfs Aggressive Growth Allocation Fund - Class C: (MF: MCAGX)
(NASDAQ Mutual Funds) As of Sep 26, 2023 08:00 PM ET
$25.07 USD
-0.33 (-1.30%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.60 | 36 |
| 3 months | 5.98 | 14 |
| 6 months | 6.50 | 34 |
| 1 Year | 9.37 | 33 |
| 3 Year | 5.56 | 30 |
| 5 Year | 6.35 | 19 |
| 10 Year | 7.95 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.19 |
| Bear Market (10/07 - 2/09) | -52.07 |
| Bull Market (2/09 - 3/21) | 446.28 |
Load Adjusted Returns as of Aug 31, 2023
| 1 Year | 10.70 |
| 5 Year | 7.07 |
| 10 Year | 8.16 |
| Since Inception | 7.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2023 | 4.48 | 4.41 | NA | NA |
| 2022 | -6.99 | -13.68 | -6.77 | 9.94 |
| 2021 | 3.66 | 7.42 | 0.06 | 5.87 |
| 2020 | -20.70 | 18.75 | 7.91 | 12.81 |
| 2019 | 13.91 | 4.77 | 0.42 | 7.36 |
| 2018 | 0.08 | 2.39 | 3.84 | -13.25 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.60 | -17.72 | 17.98 | 14.65 | 28.68 | -7.68 | 21.93 | 6.42 | -0.84 | 2.86 | 25.13 |
| % Total Return Rel to Index | -9.10 | 0.48 | -10.69 | -3.75 | -2.80 | -3.29 | 0.13 | -5.51 | -2.23 | -10.78 | -7.24 |
| % Total Return Rel to Peer | 1.83 | -4.75 | 6.47 | 3.96 | 11.48 | -1.18 | 8.47 | 0.14 | 1.50 | -1.21 | 11.36 |
| % Perf Quintile vs Peer* | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.24 | 0.70 | 0.00 | 0.11 | 0.14 | 0.14 | 0.04 | 0.15 | 0.11 | 0.06 |
| % Yield | 0.86 | 0.94 | 2.11 | 0.00 | 0.41 | 0.67 | 0.59 | 0.24 | 0.78 | 0.55 | 0.34 |
| Capital Gains ($) | 0.00 | 0.63 | 1.16 | 0.85 | 0.88 | 0.84 | 0.62 | 0.37 | 0.68 | 0.00 | 0.00 |
| Expense Ratio | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.12 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%