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MFS Moderate Allocation R1 (MAMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.65+0.10 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.91%
5-year average return6.07%
Number of years up13
Number of years down5
Best 1-yr total return (30 May 2024)26.21%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return26.21%
Worst 3-yr total return1.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAMFXCategory
YTD1.07%9.69%
1-month-3.30%0.91%
3-month1.07%5.21%
1-year7.68%27.06%
3-year0.12%11.00%
5-year4.99%10.26%
10-year5.07%8.34%
Last bull market16.22%15.58%
Last bear market-10.98%-12.16%

Annual total return (%) history

Year
MAMFXCategory
2024
N/AN/A
2023
11.64%N/A
2022
-15.87%N/A
2021
10.94%N/A
2020
12.67%11.72%
2019
20.91%19.23%
2018
-5.18%-5.76%
2017
13.89%13.21%
2016
5.73%7.34%
2015
-1.68%-1.93%
2014
3.33%6.21%
2013
13.62%16.48%
2012
12.27%11.72%
2011
-0.53%-0.11%
2010
13.70%11.83%
2009
26.21%24.13%
2008
-26.50%-28.00%
2007
7.40%5.99%
2006
9.53%11.29%
2005
N/A5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.52%N/AN/AN/A
20233.82%2.60%-3.71%8.84%
2022-6.19%-10.98%-5.56%6.67%
20211.29%5.38%0.19%3.75%
2020-13.38%13.42%5.51%8.70%
20199.83%4.25%0.97%4.59%
2018-0.18%1.03%2.50%-8.28%
20174.02%3.36%2.65%3.20%
20161.79%2.55%2.71%-1.39%
20152.11%-0.40%-5.15%1.91%
20141.41%2.83%-2.22%1.34%
20135.04%-0.85%4.66%4.25%
20127.78%-2.11%5.03%1.30%
20113.21%0.93%-9.48%5.49%
20103.78%-5.55%9.11%6.30%
2009-5.20%13.65%13.29%3.40%
2008-5.55%-0.08%-8.10%-15.26%
20071.91%3.67%1.88%-0.21%
20063.07%-1.80%3.35%4.70%
20053.04%1.53%N/AN/A

Rank in category (by total return)

YTD75
1-month56
3-month74
1-year82
3-year89
5-year80

Load adjusted returns

1-year7.68%
3-year0.12%
5-year4.99%
10-year5.07%