Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EATRX (MFS TOTAL RETURN FUND 529A) | NA | -0.26% | 8.12% | 7.40% | 8.26% | 6.17% | NA | 7.08% |
Data as of 07/27/2022, AR inception is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EATRX (MFS TOTAL RETURN FUND 529A) | 07/31/2002 | 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 | -0.26 | 8.12 | 7.40 | 8.26 | 6.17 | NA | 7.08 | -10.27 | 22.17 | 9.43 | 20.15 | -5.80 | 12.07 | 8.80 | -0.43 | 8.25 | 18.84 | 11.22 | 1.77 | 9.70 | 18.09 | -22.72 | 4.67 | 11.54 | 3.06 | 10.98 | 14.37 | -0.38 |
| Sharpe Ratio | NA | -0.05 | 0.54 | 0.56 | 0.80 | NA | NA | 0.54 | -1.90 | 2.15 | 0.44 | 2.83 | -0.81 | 3.04 | 1.15 | -0.05 | 1.33 | 2.76 | 1.56 | 0.13 | 0.98 | 1.13 | -0.99 | 0.18 | 1.33 | 0.14 | 1.53 | 1.65 | -0.14 |
| Standard Deviation(%) | NA | 11.15 | 14.27 | 11.98 | 9.79 | NA | NA | 11.04 | 9.54 | 10.31 | 20.72 | 6.63 | 8.81 | 3.78 | 7.47 | 8.56 | 6.18 | 6.82 | 7.22 | 13.12 | 9.83 | 15.97 | 23.81 | 9.38 | 6.23 | 6.19 | 6.54 | 8.28 | 13.38 |
| Draw Down(%) | NA | 11.03 | 24.68 | 24.68 | 24.68 | NA | NA | 37.32 | 11.03 | 3.25 | 24.68 | 3.19 | 12.09 | 1.21 | 4.97 | 7.01 | 4.28 | 4.49 | 6.10 | 11.73 | 8.48 | 17.79 | 32.05 | 6.01 | 4.79 | 4.06 | 5.61 | 8.02 | 10.37 |
| Yield(%) | 0.00 | 7.60 | 6.42 | 5.94 | 6.02 | 4.84 | 5.63 | 5.92 | 0.40 | 8.82 | 7.05 | 3.71 | 4.43 | 5.93 | 3.73 | 5.20 | 4.73 | 3.07 | 2.60 | 2.40 | 2.12 | 2.91 | 2.56 | 10.55 | 6.04 | 6.97 | 4.73 | 0.60 | 0.01 |
Data as of 07/27/2022, AR inception is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EATRX (MFS TOTAL RETURN FUND 529A) |
-7.88%
Feb 2006 - Feb 2009 |
-2.47%
Feb 2004 - Feb 2009 |
4.98%
May 2007 - May 2017 |
5.03%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EATRX (MFS TOTAL RETURN FUND 529A) |
17.27%
Dec 2018 - Dec 2021 |
14.83%
Feb 2009 - Feb 2014 |
10.19%
Dec 2011 - Dec 2021 |
7.15%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart