Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529A) | NA | -18.53% | 0.66% | 2.54% | 6.04% | 4.10% | NA | … | … |
Data as of 07/27/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529A) | 08/30/2002 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | -18.53 | 0.66 | 2.54 | 6.04 | 4.10 | NA | … | … | -17.85 | 4.63 | 9.71 | 22.51 | -10.66 | 31.71 | 0.25 | 2.47 | -2.92 | 19.44 | 24.71 | -10.29 | 21.96 | 47.25 | -44.11 | 8.55 | 26.51 | 19.95 | 24.20 | 48.23 | -3.24 |
| Sharpe Ratio | NA | -1.40 | 0.02 | 0.12 | 0.42 | NA | NA | … | … | -2.00 | 0.41 | 0.37 | 2.29 | -1.03 | 4.88 | 0.00 | 0.20 | -0.33 | 2.07 | 1.91 | -0.45 | 1.22 | 1.91 | -1.19 | 0.31 | 1.56 | 1.81 | 1.67 | 4.27 | -0.83 |
| Standard Deviation(%) | NA | 13.52 | 17.64 | 15.07 | 13.26 | NA | NA | … | … | 15.06 | 11.16 | 25.30 | 9.18 | 11.73 | 6.39 | 15.30 | 12.48 | 9.01 | 9.39 | 13.03 | 22.84 | 17.94 | 24.70 | 37.86 | 17.46 | 14.91 | 9.75 | 13.93 | 11.13 | 12.55 |
| Draw Down(%) | NA | 25.08 | 34.75 | 34.75 | 34.75 | NA | NA | … | … | 20.33 | 9.29 | 34.75 | 6.62 | 18.20 | 2.58 | 10.29 | 12.22 | 12.71 | 8.05 | 11.30 | 22.09 | 15.09 | 22.30 | 54.77 | 14.01 | 18.42 | 9.39 | 11.28 | 11.04 | 12.17 |
| Yield(%) | 0.00 | 4.79 | 4.22 | 4.32 | 4.03 | 3.62 | 8.57 | … | … | 0.00 | 5.05 | 4.08 | 3.07 | 5.57 | 3.28 | 2.51 | 0.95 | 1.13 | 1.25 | 1.30 | 1.04 | 1.05 | 1.52 | 4.94 | 19.91 | 11.51 | 8.25 | 6.33 | 0.81 | 0.00 |
Data as of 07/27/2022, Common starting date is 08/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529A) |
-14.92%
Feb 2006 – Feb 2009 |
-1.56%
May 2007 – May 2012 |
3.80%
Dec 2006 – Dec 2016 |
3.86%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529A) |
37.66%
Mar 2003 – Mar 2006 |
27.91%
Oct 2002 – Oct 2007 |
14.50%
Mar 2003 – Mar 2013 |
12.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart