Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAMCX (MFS MID CAP GROWTH FUND 529A) | NA | -24.23% | 4.41% | 10.44% | 12.72% | 7.71% | NA | 9.07% |
Data as of 07/27/2022, AR inception is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAMCX (MFS MID CAP GROWTH 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 | -24.23 | 4.41 | 10.44 | 12.72 | 7.71 | NA | 9.07 | -28.39 | 9.52 | 35.35 | 37.43 | 0.81 | 25.97 | 4.37 | 4.17 | 8.58 | 36.92 | 16.07 | -6.25 | 28.55 | 41.38 | -51.19 | 9.07 | 1.76 | 2.36 | 14.41 | 37.52 | -3.09 |
| Sharpe Ratio | NA | -1.13 | 0.16 | 0.45 | 0.68 | NA | NA | 0.37 | -1.78 | 0.51 | 1.06 | 2.64 | -0.03 | 3.04 | 0.28 | 0.26 | 0.62 | 2.88 | 1.04 | -0.23 | 1.39 | 1.49 | -1.22 | 0.35 | -0.11 | 0.02 | 0.81 | 1.85 | -0.34 |
| Standard Deviation(%) | NA | 21.83 | 24.96 | 21.65 | 18.10 | NA | NA | 21.09 | 25.47 | 18.49 | 33.12 | 13.66 | 18.50 | 8.38 | 14.88 | 15.63 | 13.81 | 12.81 | 15.59 | 27.83 | 20.43 | 27.74 | 42.60 | 17.49 | 14.56 | 11.81 | 16.65 | 19.86 | 28.93 |
| Draw Down(%) | NA | 32.37 | 33.64 | 33.64 | 33.64 | NA | NA | 61.81 | 30.59 | 12.45 | 33.64 | 6.61 | 22.03 | 2.78 | 13.72 | 11.80 | 8.71 | 4.85 | 11.73 | 23.05 | 15.59 | 20.54 | 59.94 | 11.57 | 15.90 | 11.59 | 17.55 | 11.39 | 16.30 |
| Yield(%) | 0.00 | 3.83 | 2.58 | 4.67 | 6.37 | 3.91 | 5.00 | 5.27 | 0.00 | 4.18 | 1.14 | 1.22 | 4.64 | 10.40 | 5.86 | 2.96 | 7.42 | 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 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 |
|---|---|---|---|---|
| EAMCX (MFS MID CAP GROWTH FUND 529A) |
-22.38%
Feb 2006 - Feb 2009 |
-11.93%
Feb 2004 - Feb 2009 |
4.03%
Feb 2006 - Feb 2016 |
6.51%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAMCX (MFS MID CAP GROWTH FUND 529A) |
28.38%
Dec 2018 - Dec 2021 |
25.55%
Feb 2009 - Feb 2014 |
18.01%
Feb 2009 - Feb 2019 |
11.25%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart