Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAGWX (MFS GROWTH ALLOCATION FUND 529A) | NA | -11.24% | -12.45% | -4.31% | 2.39% | 2.34% | NA | 4.93% |
Data as of 07/27/2022, AR inception is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAGWX (MFS 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 | -11.24 | -12.45 | -4.31 | 2.39 | 2.34 | NA | 4.93 | -14.85 | -39.11 | 14.40 | 26.22 | -6.00 | 18.95 | 7.53 | -0.92 | 3.72 | 20.15 | 15.59 | -2.34 | 16.85 | 32.21 | -34.50 | 8.60 | 12.26 | 6.48 | 13.53 | 25.92 | -1.17 |
| Sharpe Ratio | NA | -0.95 | -0.35 | -0.18 | 0.09 | NA | NA | 0.20 | -1.83 | -0.69 | 0.57 | 2.90 | -0.65 | 3.73 | 0.69 | -0.09 | 0.44 | 2.33 | 1.49 | -0.13 | 1.15 | 1.49 | -1.11 | 0.44 | 0.94 | 0.59 | 1.34 | 2.28 | -0.26 |
| Standard Deviation(%) | NA | 12.21 | 36.30 | 28.75 | 21.34 | NA | NA | 19.12 | 13.88 | 57.10 | 24.58 | 8.56 | 11.23 | 4.93 | 10.62 | 10.83 | 8.36 | 8.62 | 10.49 | 18.67 | 14.62 | 21.49 | 31.68 | 12.62 | 9.55 | 7.36 | 9.40 | 11.08 | 17.28 |
| Draw Down(%) | NA | 16.48 | 47.25 | 47.25 | 47.25 | NA | NA | 48.17 | 15.98 | 45.02 | 29.13 | 4.28 | 14.62 | 1.49 | 8.66 | 10.21 | 7.33 | 6.38 | 8.91 | 17.19 | 11.07 | 20.77 | 44.30 | 8.50 | 9.99 | 6.42 | 7.33 | 10.17 | 10.92 |
| Yield(%) | 0.00 | 6.95 | 5.81 | 5.90 | 5.60 | 4.49 | 6.08 | 6.40 | 0.00 | 7.77 | 3.96 | 5.81 | 5.86 | 5.48 | 3.03 | 4.59 | 1.61 | 1.54 | 1.85 | 2.13 | 2.20 | 3.00 | 3.01 | 6.78 | 3.48 | 2.99 | 1.68 | 0.70 | 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 |
|---|---|---|---|---|
| EAGWX (MFS GROWTH ALLOCATION FUND 529A) |
-12.36%
Feb 2006 - Feb 2009 |
-4.11%
Feb 2004 - Feb 2009 |
2.57%
Apr 2012 - Apr 2022 |
2.07%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGWX (MFS GROWTH ALLOCATION FUND 529A) |
23.43%
Feb 2009 - Feb 2012 |
19.56%
Feb 2009 - Feb 2014 |
12.63%
Feb 2009 - Feb 2019 |
8.79%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart