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MFS Moderate Allocation R4 (MAMJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.69-0.04 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.86%
5-year average return6.34%
Number of years up14
Number of years down4
Best 1-yr total return (27 Jun 2024)27.48%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.48%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAMJXCategory
YTD4.29%9.69%
1-month2.88%0.91%
3-month1.97%5.21%
1-year13.77%27.06%
3-year1.75%11.00%
5-year7.15%10.26%
10-year6.25%8.34%
Last bull market16.64%15.58%
Last bear market-10.78%-12.16%

Annual total return (%) history

Year
MAMJXCategory
2024
N/AN/A
2023
12.72%N/A
2022
-14.96%N/A
2021
11.99%N/A
2020
13.85%11.72%
2019
22.05%19.23%
2018
-4.22%-5.76%
2017
15.11%13.21%
2016
6.75%7.34%
2015
-0.72%-1.93%
2014
4.36%6.21%
2013
14.81%16.48%
2012
13.41%11.72%
2011
0.53%-0.11%
2010
14.79%11.83%
2009
27.48%24.13%
2008
-25.80%-28.00%
2007
8.53%5.99%
2006
10.55%11.29%
2005
N/A5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.71%N/AN/AN/A
20234.01%2.88%-3.49%9.15%
2022-5.92%-10.78%-5.32%7.00%
20211.51%5.66%0.40%4.00%
2020-13.15%13.74%5.77%8.97%
201910.05%4.55%1.19%4.84%
20180.00%1.35%2.75%-8.03%
20174.29%3.67%2.86%3.50%
20162.03%2.79%2.99%-1.18%
20152.32%-0.14%-4.92%2.20%
20141.58%3.12%-1.97%1.63%
20135.27%-0.58%4.90%4.58%
20128.04%-1.86%5.27%1.60%
20113.56%1.15%-9.26%5.76%
20104.10%-5.39%9.43%6.51%
2009-4.97%13.94%13.58%3.66%
2008-5.34%0.15%-7.86%-15.05%
20072.17%3.89%2.12%0.12%
20063.27%-1.54%3.61%4.95%
20053.25%1.82%N/AN/A

Rank in category (by total return)

YTD69
1-month67
3-month70
1-year68
3-year67
5-year60

Load adjusted returns

1-year13.77%
3-year1.75%
5-year7.15%
10-year6.25%