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MFS Conservative Allocation R6 (MACQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.91+0.04 (+0.24%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.90%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (13 May 2024)10.80%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return10.80%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMACQXCategory
YTD0.47%5.91%
1-month-2.65%0.61%
3-month0.35%4.02%
1-year6.33%18.59%
3-year0.43%8.56%
5-year4.59%7.44%
10-year4.75%6.20%
Last bull market13.26%11.89%
Last bear market-8.81%-8.23%

Annual total return (%) history

Year
MACQXCategory
2024
N/AN/A
2023
10.80%N/A
2022
-13.18%N/A
2021
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.21%N/AN/AN/A
20233.73%1.82%-2.84%7.98%
2022-5.22%-8.81%-4.50%5.18%
20212.79%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month46
3-month42
1-year45
3-year29
5-year19

Load adjusted returns

1-year6.33%
3-year0.43%
5-year4.59%
10-year4.75%