Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAVLX (MFS VALUE FUND 529A) | NA | -4.07% | 7.38% | 7.82% | 10.98% | 7.34% | NA | 9.06% |
Data as of 07/27/2022, AR inception is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAVLX (MFS VALUE FUND 529A) | 08/30/2002 | 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 | -4.07 | 7.38 | 7.82 | 10.98 | 7.34 | NA | 9.06 | -10.25 | 21.53 | 3.63 | 29.71 | -10.10 | 17.44 | 13.83 | -0.76 | 10.25 | 35.51 | 16.08 | -0.27 | 11.26 | 20.42 | -32.99 | 7.33 | 20.38 | 5.96 | 15.20 | 23.03 | -4.13 |
| Sharpe Ratio | NA | -0.33 | 0.31 | 0.37 | 0.65 | NA | NA | 0.42 | -1.23 | 1.78 | 0.10 | 2.47 | -0.77 | 2.47 | 1.03 | -0.05 | 0.94 | 3.23 | 1.30 | -0.01 | 0.66 | 0.74 | -0.82 | 0.27 | 1.73 | 0.38 | 1.47 | 1.55 | -0.52 |
| Standard Deviation(%) | NA | 13.37 | 22.90 | 19.39 | 16.12 | NA | NA | 18.64 | 14.71 | 12.11 | 35.15 | 11.47 | 14.88 | 6.84 | 13.13 | 15.11 | 10.91 | 10.97 | 12.45 | 22.78 | 16.90 | 27.42 | 41.18 | 16.13 | 9.90 | 9.92 | 9.70 | 14.38 | 24.61 |
| Draw Down(%) | NA | 11.01 | 36.72 | 36.72 | 36.72 | NA | NA | 52.84 | 11.01 | 5.10 | 36.72 | 5.38 | 20.19 | 3.48 | 8.66 | 11.59 | 7.63 | 5.16 | 10.66 | 20.32 | 14.85 | 28.42 | 45.37 | 9.26 | 8.05 | 6.17 | 5.17 | 14.36 | 14.88 |
| Yield(%) | 0.00 | 3.02 | 3.01 | 3.57 | 5.53 | 4.11 | 5.76 | 6.07 | 0.34 | 3.83 | 2.44 | 3.75 | 2.93 | 4.86 | 3.94 | 5.43 | 4.98 | 4.14 | 2.70 | 1.59 | 1.35 | 1.68 | 1.11 | 8.33 | 4.56 | 6.04 | 1.16 | 0.34 | 0.00 |
Data as of 07/27/2022, AR inception is 08/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAVLX (MFS VALUE FUND 529A) |
-12.42%
Feb 2006 - Feb 2009 |
-3.77%
Feb 2004 - Feb 2009 |
6.22%
May 2007 - May 2017 |
6.26%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAVLX (MFS VALUE FUND 529A) |
22.38%
Sep 2011 - Sep 2014 |
21.14%
Feb 2009 - Feb 2014 |
14.40%
Feb 2009 - Feb 2019 |
10.23%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart