MAWAX Performance — MFS Aggressive Growth Allocation Fund, Class R2
Data updated: 2026-09-25
MAWAX returned +7.56% year to date and +17.33% over one year to May 2026. Annualised returns are +15.33% over 3 years and +7.09% over 5 years. Against its US Multi-Cap Blend category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $153, against $147 for the category, and to $117 over one year, against $119. Volatility over the past three years was 11.58% a year. In the 12 months to May 2026 the fund lost a net $55.3M, and assets reached $3.08B.
MAWAX Growth of $100
What $100 invested in MFS Aggressive Growth Allocation Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | MAWAX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $117 | $119 |
| 3 years (Jun 2023 – May 2026) | $153 | $147 |
| 5 years (Jun 2021 – May 2026) | $141 | $136 |
| Since data start (Sep 2019 – May 2026) | $195 | $173 |
MAWAX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.56% |
| 1 year | +17.33% |
| 3 years (annualised) | +15.33% |
| 5 years (annualised) | +7.09% |
MAWAX Annual Returns
Calendar-year total returns of MFS Aggressive Growth Allocation Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +7.56% |
| 2025 | +14.54% |
| 2024 | +11.58% |
| 2023 | +15.65% |
| 2022 | −17.31% |
| 2021 | +18.58% |
| 2020 | +15.25% |
| 2019 (Sep–Dec) | +8.78% |
MAWAX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.1% | +2.0% | −6.2% | +7.2% | +1.7% | — | — | — | — | — | — | — |
| 2025 | +3.9% | −0.9% | −3.1% | +0.2% | +5.0% | +3.6% | +0.2% | +2.3% | +1.4% | +0.1% | +0.8% | +0.4% |
| 2024 | −0.1% | +4.0% | +3.4% | −3.9% | +3.8% | +0.2% | +2.9% | +2.1% | +1.7% | −2.5% | +3.8% | −4.0% |
| 2023 | +6.8% | −3.6% | +1.6% | +1.4% | −2.3% | +5.5% | +2.8% | −2.2% | −4.6% | −2.6% | +8.1% | +4.8% |
| 2022 | −5.7% | −2.4% | +1.2% | −6.7% | +0.8% | −8.2% | +7.5% | −4.4% | −9.2% | +5.9% | +8.0% | −3.8% |
| 2021 | −1.3% | +2.4% | +2.7% | +5.0% | +1.5% | +0.9% | +1.9% | +2.3% | −3.9% | +5.0% | −3.1% | +4.2% |
| 2020 | −0.7% | −7.4% | −13.7% | +10.1% | +5.6% | +2.2% | +5.4% | +4.6% | −1.9% | −2.0% | +10.2% | +4.6% |
| 2019 | — | — | — | — | — | — | — | — | +1.2% | +1.8% | +2.6% | +2.9% |
MAWAX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 11.58%
- 3-year Sharpe ratio: 0.94 (vs 4.5% risk-free rate)
- Best month: +8.05% (Nov 2023)
- Worst month: −6.18% (Mar 2026)
MAWAX Fund Flows
Monthly money in and out of MFS Aggressive Growth Allocation Fund, from SEC Form N-PORT.
- 12-month net flow: −$55.3M
- 12-month gross sales (incl. reinvestments): $573.8M
- Sales ÷ redemptions: 0.91×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $25.4M | $45.6M | −$20.2M |
| Apr 2026 | $30.7M | $47.7M | −$16.9M |
| Mar 2026 | $29.5M | $58.6M | −$29.1M |
| Feb 2026 | $30.2M | $52.5M | −$22.3M |
| Jan 2026 | $40.8M | $71.2M | −$30.4M |
| Dec 2025 | $245.9M | $55.4M | $190.4M |
| Nov 2025 | $27.1M | $51.3M | −$24.2M |
| Oct 2025 | $28.1M | $44.5M | −$16.4M |
| Sep 2025 | $26.7M | $38.4M | −$11.8M |
| Aug 2025 | $30.6M | $65.5M | −$34.9M |
| Jul 2025 | $34.1M | $47.0M | −$12.8M |
| Jun 2025 | $24.6M | $51.5M | −$26.9M |
MAWAX Assets Under Management
Net assets of MFS Aggressive Growth Allocation Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $3.08B |
| 2026-02-28 | $3.07B |
| 2025-11-30 | $2.98B |
| 2025-08-31 | $2.97B |
| 2025-05-31 | $2.86B |
| 2025-02-28 | $2.85B |
| 2024-11-30 | $2.94B |
| 2024-08-31 | $2.90B |
| 2024-05-31 | $2.80B |
| 2024-02-29 | $2.74B |
| 2023-11-30 | $2.55B |
| 2023-08-31 | $2.55B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.