Nasdaq - Delayed Quote USD
MFS Moderate Allocation I (MMAIX)
20.16
-0.23
(-1.13%)
At close: 6:07:07 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.47% |
| 5y Average Return | 7.83% |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
| Best 1Y Total Return (May 20, 2025) | 22.09% |
| Worst 1Y Total Return (May 20, 2025) | -- |
| Best 3Y Total Return | 22.09% |
| Worst 3Y Total Return | 1.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MMAIX
Category
- YTD
- 1.09%
- 0.00%
- 1-Month
- 0.46%
- 0.00%
- 3-Month
- -1.58%
- 0.00%
- 1-Year
- 8.39%
- 0.00%
- 3-Year
- 5.79%
- 0.00%
- 5-Year
- 7.59%
- 0.00%
- 10-Year
- 6.39%
- 0.00%
- Last Bull Market
- 10.56%
- 0.00%
- Last Bear Market
- -10.79%
- 0.00%
Annual Total Return (%) History
Year
MMAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.63% | -- | -- | -- |
| 2024 | 4.73% | 0.13% | 5.95% | -2.19% |
| 2023 | 4.05% | 2.88% | -3.48% | 9.14% |
| 2022 | -5.95% | -10.79% | -5.28% | 6.94% |
| 2021 | 1.53% | 5.66% | 0.39% | 4.03% |
| 2020 | -13.16% | 13.70% | 5.79% | 8.98% |
| 2019 | 10.15% | 4.47% | 1.22% | 4.82% |
| 2018 | 0.06% | 1.33% | 2.71% | -8.03% |
| 2017 | 4.29% | 3.68% | 2.88% | 3.45% |
| 2016 | 2.00% | 2.82% | 3.01% | -1.22% |
| 2015 | 2.35% | -0.20% | -4.86% | 2.17% |
| 2014 | 1.62% | 3.08% | -2.01% | 1.67% |
| 2013 | 5.28% | -0.64% | 4.97% | 4.52% |
| 2012 | 8.02% | -1.84% | 5.28% | 1.58% |
| 2011 | 3.52% | 1.21% | -9.29% | 5.77% |
| 2010 | 4.05% | -5.33% | 9.40% | 6.51% |
| 2009 | -4.92% | 13.90% | 13.62% | 3.70% |
| 2008 | -5.29% | 0.15% | -7.94% | -15.00% |
| 2007 | 2.23% | 3.92% | 2.10% | 0.10% |
| 2006 | 3.32% | -1.53% | 3.57% | 5.06% |
| 2005 | -1.37% | 1.72% | 3.22% | 1.88% |
| 2004 | 2.81% | 0.09% | 0.09% | 7.77% |
| 2003 | -1.65% | 10.09% | 2.10% | 7.81% |
| 2002 | -7.60% | 4.65% | -- | -- |
Rank in Category (By Total Return)
| YTD | 46 |
| 1-Month | 35 |
| 3-Month | 52 |
| 1-Year | 52 |
| 3-Year | 50 |
| 5-Year | 53 |
Load Adjusted Returns
| 1-Year | 8.39% |
| 3-Year | 5.79% |
| 5-Year | 7.59% |
| 10-Year | 6.39% |
Performance & Risk
| YTD Return | 4.47% |
| 5y Average Return | 7.83% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | MFS |
| Net Assets | 6.28B |
| YTD Return | 1.09% |
| Yield | 2.69% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2002 |
Fund Summary
The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
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