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MAAGX: MFS AGGRESSIVE GROWTH ALLOCATION FUND A (MUTUAL FUND)
Basic Info 34.23 0(0.0%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 7.88% |
| Expenses | 1.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 8.1 | 16.9 | 14.9 | 6.0 | 9.8 | 9.1 | 7.8 | 9.1 | 14.9 | 11.8 | 16.0 | -19.2 | 14.6 | 12.1 | 29.7 | -7.1 | 23.1 | 7.2 | -0.1 | 3.7 | 26.0 | 17.3 | -5.0 | 18.4 | 35.9 | -40.5 | 9.2 | 13.1 | 7.3 | 15.2 | 31.9 | 7.3 |
| Sharpe Ratio | NA | 1.41 | 1.33 | 0.95 | 0.24 | 0.52 | NA | NA | 0.45 | 0.83 | 0.77 | 1.06 | -0.97 | 1.19 | 0.39 | 2.69 | -0.62 | 3.74 | 0.54 | -0.01 | 0.36 | 2.49 | 1.33 | -0.21 | 1.01 | 1.34 | -1.03 | 0.38 | 0.8 | 0.53 | 1.16 | 2.14 | 0.67 |
| Draw Down(%) | NA | 8.7 | 8.7 | 14.9 | 28.3 | 32.8 | NA | NA | 55.3 | 14.9 | 6.4 | 10.5 | 25.1 | 5.6 | 32.8 | 5.3 | 17.6 | 1.8 | 10.7 | 11.7 | 9.1 | 6.7 | 11.3 | 21.4 | 13.7 | 24.3 | 51.2 | 10.6 | 12.6 | 8.0 | 10.6 | 12.8 | 17.5 |
| Standard Deviation(%) | NA | 12.4 | 10.8 | 12.3 | 14.6 | 15.6 | NA | NA | 17.6 | 14.5 | 10.7 | 11.7 | 21.4 | 12.3 | 29.9 | 10.5 | 13.7 | 6.0 | 13.1 | 13.3 | 10.2 | 10.4 | 13.0 | 23.7 | 18.1 | 26.7 | 40.0 | 15.9 | 12.1 | 9.5 | 12.2 | 14.6 | 24.3 |
| Treynor Ratio | NA | 0.3 | 0.22 | 0.15 | 0.04 | 0.09 | NA | NA | 0.09 | 0.13 | 0.11 | 0.15 | -0.21 | 0.18 | 0.12 | 0.31 | -0.09 | 0.31 | 0.1 | 0.0 | 0.04 | 0.33 | 0.22 | -0.06 | 0.23 | 0.41 | -0.47 | 0.08 | 0.13 | 0.08 | 0.23 | 0.43 | 0.21 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | -0.05 | 0.03 | 0.01 | -0.02 | 0.03 | 0.01 | 0.03 | 0.03 | 0.01 | 0.01 | 0.01 | 0.03 | 0.05 | 0.01 | 0.03 | 0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.06 |
| Beta | NA | 0.58 | 0.65 | 0.78 | 0.86 | 0.89 | NA | NA | 0.84 | 0.92 | 0.78 | 0.85 | 0.97 | 0.82 | 0.97 | 0.92 | 0.92 | 0.72 | 0.71 | 0.81 | 0.84 | 0.8 | 0.77 | 0.88 | 0.79 | 0.87 | 0.87 | 0.8 | 0.72 | 0.65 | 0.62 | 0.73 | 0.76 |
| RSquared | NA | 0.79 | 0.78 | 0.77 | 0.79 | 0.83 | NA | NA | 0.83 | 0.82 | 0.76 | 0.78 | 0.85 | 0.73 | 0.91 | 0.83 | 0.83 | 0.73 | 0.82 | 0.87 | 0.79 | 0.87 | 0.91 | 0.94 | 0.86 | 0.91 | 0.91 | 0.88 | 0.72 | 0.5 | 0.44 | 0.54 | 0.63 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 5.4 | 3.7 | 1.4 | 3.4 | 0.6 | 5.8 | 5.1 | 4.8 | 3.1 | 5.0 | 1.3 | 1.2 | 1.3 | 1.4 | 1.4 | 1.7 | 2.5 | 6.8 | 2.5 | 2.4 | 1.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 64.8 | 64.8 | 102.5 | -52.5 | 549.7 | -87.6 | -1.7 | 26.5 | 65.7 | -42.5 | 293.6 | 34.2 | 2.2 | -8.5 | 12.4 | 9.9 | -59.5 | -62.4 | 191.8 | 15.5 | 121.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2002
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