Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMFSX (MFS Value 529 Port A) | 3.87% | 11.96% | 12.57% | 7.25% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMFSX (MFS Value 529 Port A) | 09/13/2016 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 11.96 | 12.57 | 7.25 | NA | NA | NA | … | … | 3.87 | 13.92 | 12.77 | 7.34 | -5.83 | 24.77 | 3.50 | 29.52 | -10.18 | 17.24 | 5.67 |
| Sharpe Ratio | NA | 1.03 | 0.83 | 0.34 | NA | NA | NA | … | … | 0.75 | 0.76 | 0.62 | 0.26 | -0.36 | 2.22 | 0.09 | 2.44 | -0.76 | 2.34 | 2.29 |
| Standard Deviation(%) | NA | 10.28 | 12.09 | 14.03 | NA | NA | NA | … | … | 11.27 | 14.88 | 10.01 | 12.15 | 19.98 | 11.15 | 34.45 | 11.52 | 15.08 | 7.12 | 8.68 |
| Draw Down(%) | NA | 6.78 | 13.02 | 17.81 | NA | NA | NA | … | … | 6.78 | 12.65 | 7.09 | 9.64 | 17.81 | 4.82 | 36.75 | 5.58 | 20.26 | 3.47 | 3.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFSX (MFS Value 529 Port A) |
-0.25%
Mar 2017 – Mar 2020 |
5.75%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFSX (MFS Value 529 Port A) |
18.70%
Dec 2018 – Dec 2021 |
14.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart