MFS Moderate Allocation R1 (MAMFX)

18.06 -0.07 (-0.39%) USD  |  Aug 05 2022

MAMFX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MFS Moderate Allocation R1
12.27%
13.62%
3.33%
-1.68%
5.73%
13.89%
-5.18%
20.91%
12.67%
10.94%
-11.91%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.24%
American Century Strat Allc: Mod R
12.38%
14.78%
6.23%
-2.25%
5.82%
14.55%
-6.84%
20.06%
15.62%
11.71%
-12.12%
MFS Lifetime 2025 R4
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17.49%
4.36%
-0.43%
7.50%
13.24%
-3.96%
17.78%
10.60%
8.58%
-9.03%
MFS Lifetime 2035 R2
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23.01%
3.43%
-0.65%
8.65%
18.83%
-7.55%
24.51%
12.35%
16.61%
-11.58%
MassMutual 60/40 Allocation R3
14.64%
21.30%
3.04%
-3.14%
6.88%
18.00%
-7.92%
23.31%
11.89%
13.31%
-11.59%
As of August 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Moderate Allocation R1
5.00%
-0.24%
-7.44%
-10.21%
5.76%
5.69%
6.24%
5.26%
6.38%
5.90%
S&P 500 Total Return
8.30%
0.40%
-7.17%
-5.01%
15.27%
12.85%
13.74%
9.55%
10.51%
10.10%
American Century Strat Allc: Mod R
4.97%
-0.79%
-7.89%
-10.93%
7.13%
5.91%
6.68%
5.30%
6.74%
6.43%
MFS Lifetime 2025 R4
3.40%
-0.15%
-5.77%
-7.64%
5.04%
5.21%
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6.68%
MFS Lifetime 2035 R2
5.91%
-0.66%
-7.26%
-8.84%
8.50%
7.29%
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8.60%
MassMutual 60/40 Allocation R3
4.98%
-0.67%
-8.20%
-9.17%
7.41%
6.23%
7.50%
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6.96%
As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of June 30, 2022