Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAMDX (MFS MODERATE ALLOCATION FUND 529A) | NA | -10.62% | -13.73% | -5.63% | 0.77% | 1.77% | NA | … | … |
Data as of 07/27/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAMDX (MFS MODERATE ALLOCATION 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 | -10.62 | -13.73 | -5.63 | 0.77 | 1.77 | NA | … | … | -13.30 | -40.87 | 13.53 | 21.74 | -4.58 | 14.85 | 6.40 | -0.94 | 4.02 | 14.46 | 13.04 | 0.22 | 14.40 | 27.03 | -26.14 | 8.02 | 9.98 | 4.85 | 10.33 | 18.46 | -0.52 |
| Sharpe Ratio | NA | -1.16 | -0.40 | -0.23 | 0.02 | NA | NA | … | … | -2.13 | -0.71 | 0.71 | 3.22 | -0.70 | 3.82 | 0.77 | -0.12 | 0.65 | 2.15 | 1.71 | 0.01 | 1.32 | 1.66 | -1.16 | 0.54 | 0.96 | 0.47 | 1.33 | 2.12 | -0.19 |
| Standard Deviation(%) | NA | 9.43 | 35.32 | 27.74 | 20.22 | NA | NA | … | … | 10.78 | 57.84 | 18.61 | 6.32 | 8.46 | 3.74 | 8.05 | 8.07 | 6.18 | 6.72 | 7.65 | 13.69 | 10.87 | 16.18 | 23.24 | 9.30 | 6.98 | 5.76 | 7.04 | 8.38 | 13.17 |
| Draw Down(%) | NA | 14.63 | 47.91 | 47.91 | 47.91 | NA | NA | … | … | 14.15 | 45.43 | 23.44 | 2.93 | 11.20 | 1.19 | 6.12 | 7.96 | 5.10 | 5.61 | 6.35 | 12.27 | 8.31 | 16.48 | 34.79 | 5.91 | 6.81 | 4.67 | 5.70 | 7.49 | 8.06 |
| Yield(%) | 0.00 | 5.27 | 4.91 | 5.12 | 4.82 | 4.30 | 5.17 | … | … | 0.08 | 5.90 | 4.03 | 5.27 | 5.50 | 4.91 | 2.81 | 5.45 | 2.25 | 1.78 | 2.23 | 2.52 | 2.29 | 3.42 | 3.10 | 5.48 | 3.72 | 2.75 | 1.65 | 1.21 | 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 |
|---|---|---|---|---|
| EAMDX (MFS MODERATE ALLOCATION FUND 529A) |
-13.37%
Jun 2019 – Jun 2022 |
-5.38%
Jun 2017 – Jun 2022 |
0.93%
Jun 2012 – Jun 2022 |
1.58%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAMDX (MFS MODERATE ALLOCATION FUND 529A) |
19.96%
Feb 2009 – Feb 2012 |
16.32%
Feb 2009 – Feb 2014 |
10.54%
Feb 2009 – Feb 2019 |
7.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart