Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAGTX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529A) | NA | -11.81% | -9.15% | -1.78% | 4.56% | 3.19% | NA | 5.99% |
Data as of 07/27/2022, AR inception is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAGTX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529A) | 08/30/2002 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.81 | -9.15 | -1.78 | 4.56 | 3.19 | NA | 5.99 | -16.08 | -31.90 | 15.47 | 29.58 | -7.13 | 23.03 | 7.19 | -0.17 | 3.66 | 26.01 | 17.23 | -5.15 | 18.55 | 35.96 | -40.62 | 8.98 | 12.81 | 7.03 | 15.37 | 31.62 | -2.61 |
| Sharpe Ratio | NA | -0.81 | -0.28 | -0.09 | 0.20 | NA | NA | 0.24 | -1.61 | -0.65 | 0.51 | 2.72 | -0.62 | 3.73 | 0.53 | -0.02 | 0.36 | 2.48 | 1.33 | -0.22 | 1.02 | 1.34 | -1.04 | 0.38 | 0.79 | 0.51 | 1.18 | 2.13 | -0.38 |
| Standard Deviation(%) | NA | 15.01 | 34.09 | 27.39 | 20.94 | NA | NA | 20.95 | 17.02 | 49.40 | 29.66 | 10.37 | 13.74 | 6.03 | 13.04 | 13.33 | 10.23 | 10.47 | 13.01 | 23.67 | 18.07 | 26.74 | 40.01 | 15.95 | 12.11 | 9.49 | 12.20 | 14.49 | 22.46 |
| Draw Down(%) | NA | 18.21 | 42.88 | 42.88 | 42.88 | NA | NA | 55.37 | 17.57 | 40.52 | 32.83 | 5.29 | 17.60 | 1.84 | 10.72 | 11.77 | 9.14 | 6.70 | 11.41 | 21.43 | 13.54 | 24.20 | 51.16 | 10.59 | 12.69 | 8.03 | 10.67 | 12.85 | 13.93 |
| Yield(%) | 0.00 | 6.64 | 5.75 | 5.72 | 5.85 | 4.25 | 6.12 | 6.44 | 0.00 | 7.57 | 3.92 | 5.77 | 5.12 | 4.80 | 3.06 | 5.01 | 1.29 | 1.15 | 1.30 | 1.33 | 1.60 | 1.63 | 2.47 | 6.62 | 2.32 | 2.21 | 1.47 | 0.00 | 0.00 |
Data as of 07/27/2022, AR inception is 08/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGTX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529A) |
-15.84%
Feb 2006 - Feb 2009 |
-6.04%
Feb 2004 - Feb 2009 |
4.43%
Jan 2006 - Jan 2016 |
2.86%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGTX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529A) |
25.63%
Feb 2009 - Feb 2012 |
21.95%
Feb 2009 - Feb 2014 |
14.22%
Feb 2009 - Feb 2019 |
9.51%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart