Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAHIX (MFS HIGH INCOME FUND 529A) | NA | -7.34% | 0.92% | 2.07% | 3.81% | 4.93% | NA | 5.73% |
Data as of 07/27/2022, AR inception is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAHIX (MFS HIGH INCOME FUND 529A) | 07/31/2002 | 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 | -7.34 | 0.92 | 2.07 | 3.81 | 4.93 | NA | 5.73 | -9.69 | 3.76 | 4.03 | 14.38 | -3.08 | 6.03 | 12.97 | -3.90 | 2.37 | 6.05 | 14.02 | 4.11 | 15.94 | 46.72 | -28.52 | 1.42 | 10.72 | 1.98 | 8.60 | 15.08 | 2.04 |
| Sharpe Ratio | NA | -1.58 | 0.08 | 0.23 | 0.65 | NA | NA | 0.83 | -3.17 | 1.17 | 0.35 | 3.84 | -1.17 | 1.83 | 2.18 | -0.84 | 0.58 | 1.59 | 4.15 | 0.70 | 3.28 | 6.03 | -2.47 | -0.34 | 2.34 | -0.05 | 2.17 | 4.05 | 1.00 |
| Standard Deviation(%) | NA | 4.86 | 7.00 | 5.88 | 5.20 | NA | NA | 5.59 | 5.40 | 3.20 | 10.72 | 3.38 | 3.76 | 2.96 | 5.83 | 4.69 | 4.05 | 3.78 | 3.39 | 5.84 | 4.84 | 7.73 | 11.87 | 4.75 | 3.18 | 3.94 | 3.52 | 3.55 | 3.93 |
| Draw Down(%) | NA | 9.69 | 19.29 | 19.29 | 19.29 | NA | NA | 37.03 | 9.69 | 2.04 | 19.29 | 1.48 | 5.20 | 2.02 | 5.22 | 9.16 | 5.66 | 5.25 | 2.89 | 9.15 | 5.04 | 9.45 | 35.78 | 6.96 | 2.59 | 5.90 | 4.93 | 4.21 | 4.89 |
| Yield(%) | 0.00 | 3.57 | 4.15 | 4.29 | 4.90 | 5.46 | 5.91 | 6.22 | 1.40 | 4.26 | 4.40 | 5.00 | 4.60 | 4.76 | 5.73 | 5.26 | 5.47 | 5.86 | 6.77 | 6.92 | 8.18 | 10.54 | 7.22 | 7.36 | 7.66 | 7.09 | 6.71 | 2.17 | 0.03 |
Data as of 07/27/2022, AR inception is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAHIX (MFS HIGH INCOME FUND 529A) |
-8.52%
Nov 2005 - Nov 2008 |
-2.89%
Nov 2003 - Nov 2008 |
3.90%
Jun 2012 - Jun 2022 |
4.43%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAHIX (MFS HIGH INCOME FUND 529A) |
22.93%
Feb 2009 - Feb 2012 |
17.65%
Nov 2008 - Nov 2013 |
10.16%
Nov 2008 - Nov 2018 |
6.84%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart