Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EANDX (MFS NEW DISCOVERY FUND 529A) | NA | 4.77% | 17.22% | 6.07% | 16.54% | 8.02% | NA | … | … |
Data as of 01/10/2019, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EANDX (MFS NEW DISCOVERY FUND 529A) | 08/30/2002 | 01/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.77 | 17.22 | 6.07 | 16.54 | 8.02 | NA | … | … | 0.00 | 6.68 | 25.97 | 8.57 | -2.15 | -7.57 | 40.83 | 20.79 | -10.51 | 35.71 | 61.93 | -39.88 | 1.68 | 12.51 | 4.41 | 6.83 | 33.98 | -4.75 |
| Sharpe Ratio | NA | 0.47 | 1.30 | 0.39 | 0.78 | NA | NA | … | … | 0.00 | 0.72 | 2.46 | 0.47 | -0.13 | -0.43 | 2.82 | 1.11 | -0.33 | 1.70 | 1.86 | -0.90 | -0.07 | 0.56 | 0.16 | 0.31 | 1.79 | -0.63 |
| Standard Deviation(%) | NA | 7.36 | 12.30 | 14.50 | 20.40 | NA | NA | … | … | NA | 7.42 | 10.37 | 17.69 | 16.43 | 17.61 | 14.46 | 18.91 | 32.29 | 20.91 | 33.20 | 45.33 | 18.15 | 16.53 | 14.39 | 18.76 | 18.59 | 23.01 |
| Draw Down(%) | NA | 8.91 | 11.61 | 29.46 | 31.50 | NA | NA | … | … | 0.00 | 8.91 | 3.93 | 18.96 | 16.10 | 17.91 | 6.42 | 13.44 | 31.50 | 12.18 | 26.39 | 57.02 | 12.94 | 18.52 | 14.22 | 24.82 | 12.23 | 13.03 |
| Yield(%) | 0.00 | 0.00 | 5.70 | 4.04 | 12.18 | 5.67 | 5.78 | … | … | 0.00 | 0.00 | 12.07 | 2.73 | 0.00 | 7.03 | 11.67 | 0.00 | 17.25 | 7.52 | 0.00 | 0.00 | 3.44 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 |
Data as of 01/10/2019, 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 |
|---|---|---|---|---|
| EANDX (MFS NEW DISCOVERY FUND 529A) |
-18.15%
Feb 2006 – Feb 2009 |
-9.03%
Feb 2004 – Feb 2009 |
5.55%
Feb 2006 – Feb 2016 |
8.43%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EANDX (MFS NEW DISCOVERY FUND 529A) |
38.50%
Feb 2009 – Feb 2012 |
31.13%
Feb 2009 – Feb 2014 |
17.06%
Nov 2008 – Nov 2018 |
10.90%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart