Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529B) | NA | 0.23% | -1.94% | 2.71% | 6.03% | 3.70% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529B) | 08/30/2002 | 05/06/2022 |
| 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 | 0.23 | -1.94 | 2.71 | 6.03 | 3.70 | NA | … | … | -7.25 | -23.42 | 14.58 | 28.60 | -7.84 | 22.06 | 6.41 | -0.93 | 2.83 | 25.08 | 16.36 | -5.85 | 17.41 | 34.94 | -40.99 | 8.26 | 12.07 | 6.29 | 14.74 | 30.67 | -2.94 |
| Sharpe Ratio | NA | 0.01 | -0.08 | 0.09 | 0.31 | NA | NA | … | … | -1.27 | -0.61 | 0.48 | 2.63 | -0.67 | 3.56 | 0.47 | -0.07 | 0.28 | 2.40 | 1.27 | -0.25 | 0.96 | 1.30 | -1.05 | 0.33 | 0.73 | 0.43 | 1.12 | 2.08 | -0.42 |
| Standard Deviation(%) | NA | 13.08 | 28.55 | 23.23 | 18.41 | NA | NA | … | … | 15.65 | 38.13 | 29.65 | 10.34 | 13.73 | 6.05 | 13.01 | 13.31 | 10.22 | 10.44 | 13.00 | 23.71 | 18.04 | 26.80 | 39.99 | 16.01 | 12.11 | 9.50 | 12.29 | 14.45 | 22.59 |
| Draw Down(%) | NA | 13.71 | 33.20 | 33.20 | 33.20 | NA | NA | … | … | 12.95 | 33.20 | 32.87 | 5.29 | 17.84 | 1.93 | 10.75 | 11.97 | 9.30 | 6.78 | 11.44 | 21.71 | 13.88 | 24.43 | 51.44 | 10.68 | 12.71 | 8.15 | 10.82 | 12.93 | 14.07 |
| Yield(%) | 0.00 | 6.04 | 5.14 | 5.12 | 4.71 | 3.28 | 4.77 | … | … | 0.00 | 6.65 | 3.45 | 4.78 | 4.39 | 3.95 | 2.13 | 4.28 | 0.46 | 0.25 | 0.39 | 0.48 | 0.51 | 0.77 | 2.21 | 6.00 | 1.72 | 1.63 | 0.91 | 0.00 | 0.00 |
Data as of 05/06/2022, 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 |
|---|---|---|---|---|
| EBAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529B) |
-16.37%
Feb 2006 – Feb 2009 |
-6.65%
Feb 2004 – Feb 2009 |
3.65%
Jan 2006 – Jan 2016 |
3.82%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529B) |
24.59%
Feb 2009 – Feb 2012 |
20.97%
Feb 2009 – Feb 2014 |
13.33%
Feb 2009 – Feb 2019 |
8.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart