Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EARSX (MFS RESEARCH INTERNATIONAL FUND 529A) | NA | -13.49% | 4.61% | 4.35% | 5.77% | 2.48% | NA | … | … |
Data as of 07/27/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EARSX (MFS RESEARCH INTERNATIONAL 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 | -13.49 | 4.61 | 4.35 | 5.77 | 2.48 | NA | … | … | -16.68 | 10.33 | 12.87 | 27.61 | -14.19 | 27.99 | -1.15 | -2.04 | -7.00 | 18.60 | 16.65 | -10.99 | 10.91 | 30.85 | -42.71 | 12.61 | 26.92 | 15.90 | 20.11 | 32.30 | -3.80 |
| Sharpe Ratio | NA | -0.92 | 0.22 | 0.22 | 0.36 | NA | NA | … | … | -1.62 | 0.91 | 0.47 | 2.62 | -1.17 | 3.80 | -0.08 | -0.13 | -0.65 | 1.52 | 1.06 | -0.41 | 0.53 | 1.06 | -0.99 | 0.56 | 1.63 | 1.36 | 1.34 | 2.34 | -0.63 |
| Standard Deviation(%) | NA | 15.05 | 18.97 | 16.31 | 15.01 | NA | NA | … | … | 17.48 | 11.32 | 27.00 | 9.99 | 13.24 | 7.24 | 17.75 | 15.39 | 10.84 | 12.24 | 15.82 | 26.78 | 20.31 | 29.04 | 43.81 | 17.07 | 14.60 | 10.07 | 14.31 | 13.49 | 19.12 |
| Draw Down(%) | NA | 21.55 | 30.69 | 30.69 | 30.69 | NA | NA | … | … | 19.90 | 6.63 | 30.69 | 5.97 | 21.86 | 2.32 | 13.53 | 17.01 | 12.52 | 9.26 | 15.29 | 24.49 | 17.74 | 28.77 | 55.14 | 12.25 | 17.11 | 8.46 | 10.50 | 14.25 | 11.22 |
| Yield(%) | 0.00 | 1.11 | 1.35 | 2.02 | 2.35 | 2.14 | 5.02 | … | … | 0.00 | 1.19 | 0.80 | 2.07 | 4.45 | 1.44 | 2.02 | 1.64 | 2.13 | 1.49 | 1.95 | 1.62 | 1.31 | 1.67 | 2.08 | 11.62 | 12.42 | 9.35 | 5.44 | 0.09 | 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 |
|---|---|---|---|---|
| EARSX (MFS RESEARCH INTERNATIONAL FUND 529A) |
-15.63%
Feb 2006 – Feb 2009 |
-5.74%
May 2007 – May 2012 |
0.38%
Dec 2006 – Dec 2016 |
2.20%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARSX (MFS RESEARCH INTERNATIONAL FUND 529A) |
29.91%
Mar 2003 – Mar 2006 |
22.48%
Sep 2002 – Sep 2007 |
9.72%
Mar 2003 – Mar 2013 |
8.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart