# MFS Moderate Allocation R2 (MARRX)

> Source: Nexqual · https://nexqual.com/MARRX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, MFS Moderate Allocation R2 (MARRX), nexqual.com/MARRX" · informational, not investment advice.

**Price:** USD 19.95 (-0.25% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 20 · day 19.95–19.95 · 52w 18.73–20.68 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.6% vs S&P 500 +13.4%; 5Y +20.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.6% | +20.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.7% | +3.8% |
| Volatility (annualized) | 7.5% | 9.9% |
| Max drawdown | -6.0% (Feb 2026→Mar 2026) | -21.5% (Nov 2021→Oct 2022) |

## Peers
MCARX (MFS Conservative Allocation Fun) USD 16.31 +0.00% · MGALX (MFS Growth Allocation Fund Cl R) USD 26.04 -0.00% · MAWAX (MFS Aggressive Growth Allocatio) USD 33.4 -0.00% · MVRRX (MFS Value Fund Cl R2) USD 53.97 -0.00% · MTRRX (MFS Total Return Fund Cl R2) USD 20.39 +0.00%

## More
Full page: https://nexqual.com/MARRX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt