Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EARBX (MFS TOTAL RETURN BOND FUND 529A) | NA | -9.79% | 0.05% | 1.40% | 2.00% | 3.63% | NA | … | … |
Data as of 07/27/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EARBX (MFS TOTAL RETURN BOND FUND 529A) | 07/31/2002 | 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 | -9.79 | 0.05 | 1.40 | 2.00 | 3.63 | NA | … | … | -9.59 | -0.82 | 8.46 | 9.87 | -1.31 | 4.04 | 3.53 | -0.56 | 5.75 | -1.07 | 7.52 | 6.32 | 7.93 | 20.62 | -6.36 | 3.58 | 3.78 | 1.65 | 3.95 | 2.63 | 3.58 |
| Sharpe Ratio | NA | -2.24 | -0.04 | 0.12 | 0.36 | NA | NA | … | … | -3.29 | -0.26 | 0.82 | 2.46 | -0.95 | 1.22 | 1.10 | -0.17 | 2.41 | -0.35 | 2.92 | 1.64 | 2.11 | 4.28 | -1.25 | 0.16 | 0.15 | -0.17 | 0.73 | 0.43 | 1.57 |
| Standard Deviation(%) | NA | 4.52 | 6.70 | 5.48 | 4.42 | NA | NA | … | … | 5.16 | 3.27 | 10.03 | 3.45 | 2.79 | 2.80 | 3.01 | 3.53 | 2.38 | 3.14 | 2.57 | 3.83 | 3.71 | 4.80 | 5.81 | 3.57 | 3.15 | 3.00 | 4.09 | 4.49 | 4.93 |
| Draw Down(%) | NA | 10.71 | 11.49 | 11.49 | 11.49 | NA | NA | … | … | 10.14 | 3.56 | 11.49 | 2.06 | 3.23 | 1.51 | 3.82 | 2.95 | 1.27 | 4.77 | 1.20 | 1.75 | 3.17 | 2.49 | 10.84 | 2.42 | 2.40 | 2.66 | 4.67 | 6.22 | 3.28 |
| Yield(%) | 0.00 | 2.68 | 2.76 | 2.74 | 2.84 | 3.63 | 3.58 | … | … | 0.58 | 3.03 | 2.99 | 3.08 | 2.60 | 2.49 | 2.88 | 3.13 | 3.44 | 2.91 | 3.48 | 3.82 | 3.75 | 5.59 | 5.17 | 4.69 | 4.73 | 4.88 | 4.44 | 1.86 | 0.02 |
Data as of 07/27/2022, Common starting date is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARBX (MFS TOTAL RETURN BOND FUND 529A) |
-0.39%
Nov 2005 – Nov 2008 |
0.95%
Nov 2003 – Nov 2008 |
2.11%
Jun 2012 – Jun 2022 |
3.57%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARBX (MFS TOTAL RETURN BOND FUND 529A) |
12.19%
Oct 2008 – Oct 2011 |
8.73%
Oct 2008 – Oct 2013 |
5.34%
Mar 2009 – Mar 2019 |
4.68%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart