MIAGX vs. TSAIX
Compare and contrast key facts about MFS Aggressive Growth Allocation Fund (MIAGX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
MIAGX is managed by MFS. It was launched on Jun 27, 2002. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
MIAGX vs. TSAIX - Performance Comparison
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MIAGX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | -3.67% | 15.20% | 12.11% | 16.29% | -16.94% | 19.16% | 15.81% | 29.98% | -6.72% | 23.23% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, MIAGX achieves a -3.67% return, which is significantly higher than TSAIX's -5.91% return. Both investments have delivered pretty close results over the past 10 years, with MIAGX having a 10.18% annualized return and TSAIX not far ahead at 10.54%.
MIAGX
- 1D
- -0.19%
- 1M
- -8.44%
- YTD
- -3.67%
- 6M
- -2.28%
- 1Y
- 10.98%
- 3Y*
- 11.37%
- 5Y*
- 6.63%
- 10Y*
- 10.18%
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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MIAGX vs. TSAIX - Expense Ratio Comparison
MIAGX has a 0.13% expense ratio, which is higher than TSAIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
MIAGX vs. TSAIX — Risk / Return Rank
MIAGX
TSAIX
MIAGX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Aggressive Growth Allocation Fund (MIAGX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MIAGX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.92 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.37 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.08 | -0.22 |
Martin ratioReturn relative to average drawdown | 3.94 | 4.80 | -0.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MIAGX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.92 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.46 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.60 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.65 | -0.16 |
Correlation
The correlation between MIAGX and TSAIX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MIAGX vs. TSAIX - Dividend Comparison
MIAGX's dividend yield for the trailing twelve months is around 8.12%, more than TSAIX's 7.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | 8.12% | 7.82% | 5.16% | 3.41% | 4.49% | 6.84% | 3.69% | 4.80% | 6.06% | 4.25% | 3.12% | 5.45% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
MIAGX vs. TSAIX - Drawdown Comparison
The maximum MIAGX drawdown since its inception was -55.00%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for MIAGX and TSAIX.
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Drawdown Indicators
| MIAGX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.00% | -34.58% | -20.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -11.72% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -28.28% | +2.77% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -34.58% | +1.80% |
Current DrawdownCurrent decline from peak | -8.65% | -10.28% | +1.63% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -4.96% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.77% | -0.35% |
Volatility
MIAGX vs. TSAIX - Volatility Comparison
The current volatility for MFS Aggressive Growth Allocation Fund (MIAGX) is 4.09%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that MIAGX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIAGX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 5.29% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.07% | 9.81% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 17.09% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 16.15% | -1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 17.59% | -2.17% |