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MFS Moderate Allocation Fund Share Class - 529B (EBMDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.66-0.09 (-0.46%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return6.15%
5-year average return4.70%
Number of years up14
Number of years down4
Best 1-yr total return (3 Feb 2019)26.08%
Worst 1-yr total return (3 Feb 2019)-26.64%
Best 3-yr total return26.08%
Worst 3-yr total return-4.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEBMDXCategory
YTD-6.34%9.69%
1-month-0.05%0.91%
3-month-4.73%5.21%
1-year3.62%27.06%
3-year9.19%11.00%
5-year8.33%10.26%
10-year6.99%8.34%
Last bull market13.88%15.58%
Last bear market-11.07%-12.16%

Annual total return (%) history

Year
EBMDXCategory
2021
N/AN/A
2020
13.31%11.72%
2019
20.80%19.23%
2018
-5.21%-5.76%
2017
13.85%13.21%
2016
5.67%7.34%
2015
-1.71%-1.93%
2014
3.27%6.21%
2013
13.56%16.48%
2012
12.16%11.72%
2011
-0.50%-0.11%
2010
13.57%11.83%
2009
26.08%24.13%
2008
-26.64%-28.00%
2007
7.30%5.99%
2006
9.34%11.29%
2005
4.15%5.13%
2004
9.54%8.86%
2003
17.79%20.35%
2002
N/A-12.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.43%5.61%N/AN/A
2020-13.36%13.64%5.64%8.93%
20199.82%4.27%0.92%4.53%
2018-0.23%1.05%2.49%-8.27%
20174.00%3.35%2.65%3.18%
20161.76%2.57%2.71%-1.43%
20152.14%-0.47%-5.15%1.94%
20141.37%2.83%-2.27%1.37%
20134.96%-0.86%4.71%4.22%
20127.67%-2.11%5.01%1.33%
20113.29%0.88%-9.52%5.54%
20103.82%-5.64%9.18%6.18%
2009-5.13%13.58%13.22%3.36%
2008-5.63%-0.08%-8.18%-15.27%
20071.90%3.65%1.80%-0.21%
20063.06%-1.88%3.27%4.70%
2005-1.64%1.34%2.97%1.48%
20042.49%-0.26%-0.26%7.44%
2003-1.98%9.87%1.74%7.50%
20024.34%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month46
3-month34
1-year76
3-year46
5-year65

Load adjusted returns

1-year19.27%
3-year10.48%
5-year9.60%
10-year7.52%