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Mfs Aggressive Growth Allocation Fund - Class C: (MF: MCAGX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$29.31 USD
+0.04 (0.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.27 | 62 |
| 3 months | -0.27 | 62 |
| 6 months | -3.16 | 90 |
| 1 Year | 3.16 | 87 |
| 3 Year | 4.08 | 50 |
| 5 Year | 12.33 | 29 |
| 10 Year | 7.71 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.19 |
| Bear Market (10/07 - 2/09) | -52.07 |
| Bull Market (2/09 - 3/21) | 499.83 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.12 |
| 5 Year | 12.33 |
| 10 Year | 7.72 |
| Since Inception | 7.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.27 | NA | NA | NA |
| 2024 | 7.29 | -0.13 | 6.67 | -2.89 |
| 2023 | 4.48 | 4.41 | -4.22 | 10.19 |
| 2022 | -6.99 | -13.68 | -6.77 | 9.94 |
| 2021 | 3.66 | 7.42 | 0.06 | 5.87 |
| 2020 | -20.70 | 18.75 | 7.91 | 12.81 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.27 | 10.99 | 15.14 | -17.72 | 17.98 | 14.65 | 28.68 | -7.68 | 21.93 | 6.42 | -0.84 |
| % Total Return Rel to Index | 3.98 | -14.03 | -11.10 | 0.48 | -10.69 | -3.75 | -2.80 | -3.29 | 0.13 | -5.51 | -2.23 |
| % Total Return Rel to Peer | -0.47 | 1.07 | 1.98 | -4.75 | 6.47 | 3.96 | 11.48 | -1.18 | 8.47 | 0.14 | 1.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.19 | 0.07 | 0.24 | 0.70 | 0.00 | 0.11 | 0.14 | 0.14 | 0.04 | 0.15 |
| % Yield | 0.00 | 0.61 | 0.65 | 0.94 | 2.11 | 0.00 | 0.41 | 0.67 | 0.59 | 0.24 | 0.78 |
| Capital Gains ($) | 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 | 1.12 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%