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MFS Growth Allocation Fund Class 529C (ECGWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.39-0.10 (-0.43%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return7.80%
5-year average return5.89%
Number of years up14
Number of years down4
Best 1-yr total return (3 Feb 2019)31.27%
Worst 1-yr total return (3 Feb 2019)-34.99%
Best 3-yr total return31.27%
Worst 3-yr total return-7.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnECGWXCategory
YTD-6.96%11.35%
1-month0.34%0.99%
3-month-4.85%5.92%
1-year4.71%32.83%
3-year10.53%11.75%
5-year10.04%11.53%
10-year8.45%8.98%
Last bull market17.62%17.67%
Last bear market-15.55%-15.71%

Annual total return (%) history

Year
ECGWXCategory
2021
N/AN/A
2020
13.57%13.51%
2019
25.18%21.35%
2018
-6.61%-7.93%
2017
17.96%15.80%
2016
6.69%7.93%
2015
-1.63%-2.77%
2014
2.92%5.71%
2013
19.22%21.31%
2012
14.75%13.42%
2011
-3.14%-3.80%
2010
15.79%13.49%
2009
31.27%29.37%
2008
-34.99%-34.34%
2007
7.92%7.43%
2006
11.58%13.07%
2005
5.75%7.35%
2004
12.72%10.93%
2003
24.97%25.10%
2002
N/A-14.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.57%6.57%N/AN/A
2020-17.82%16.44%6.84%11.10%
201912.13%4.57%0.63%6.09%
20180.00%1.61%3.31%-11.03%
20175.06%4.27%3.32%4.21%
20161.31%2.75%3.42%-0.90%
20152.58%-0.11%-6.68%2.87%
20141.14%3.23%-2.96%1.58%
20136.64%-0.25%6.12%5.62%
201210.17%-3.36%5.93%1.74%
20113.97%0.64%-13.35%6.84%
20104.21%-8.08%11.25%8.65%
2009-6.95%16.92%15.77%4.22%
2008-7.59%0.29%-11.92%-20.36%
20072.41%4.71%1.67%-1.03%
20064.72%-2.79%3.02%6.40%
2005-2.17%1.11%4.62%2.19%
20043.29%0.25%-1.09%10.05%
2003-2.91%12.99%3.24%10.35%
20025.69%N/AN/AN/A

Rank in category (by total return)

YTD88
1-month62
3-month23
1-year79
3-year39
5-year53

Load adjusted returns

1-year28.74%
3-year12.62%
5-year11.90%
10-year8.88%