Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBCAX (MFS CONSERVATIVE ALLOCATION FUND 529B) | NA | -1.43% | -7.56% | -2.68% | 0.84% | 1.83% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBCAX (MFS CONSERVATIVE 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 | -1.43 | -7.56 | -2.68 | 0.84 | 1.83 | NA | … | … | -5.55 | -31.93 | 11.36 | 16.16 | -3.88 | 9.99 | 4.54 | -1.54 | 3.09 | 7.90 | 9.66 | 1.65 | 10.34 | 21.07 | -17.22 | 6.45 | 7.60 | 2.99 | 6.22 | 10.65 | -0.10 |
| Sharpe Ratio | NA | -0.27 | -0.31 | -0.17 | 0.03 | NA | NA | … | … | -2.22 | -0.76 | 0.86 | 3.48 | -0.92 | 3.52 | 0.80 | -0.30 | 0.75 | 1.63 | 1.95 | 0.19 | 1.44 | 1.96 | -1.21 | 0.58 | 0.94 | 0.21 | 1.15 | 1.84 | -0.16 |
| Standard Deviation(%) | NA | 5.73 | 25.53 | 20.01 | 14.56 | NA | NA | … | … | 6.98 | 42.15 | 12.89 | 4.24 | 5.64 | 2.67 | 5.42 | 5.33 | 4.10 | 4.84 | 4.96 | 8.66 | 7.11 | 10.68 | 14.95 | 5.97 | 4.60 | 3.89 | 4.57 | 5.40 | 8.07 |
| Draw Down(%) | NA | 8.20 | 36.09 | 36.09 | 36.09 | NA | NA | … | … | 7.73 | 35.93 | 17.94 | 1.72 | 7.99 | 1.02 | 3.80 | 6.01 | 3.37 | 5.06 | 3.98 | 7.72 | 5.43 | 11.66 | 23.74 | 3.59 | 4.06 | 2.80 | 4.25 | 4.72 | 4.88 |
| Yield(%) | 0.00 | 3.55 | 3.36 | 3.60 | 2.92 | 2.93 | 3.20 | … | … | 0.00 | 3.89 | 2.92 | 3.08 | 3.82 | 3.90 | 1.83 | 1.86 | 1.55 | 1.18 | 1.50 | 2.04 | 1.81 | 2.82 | 3.07 | 4.60 | 3.64 | 1.93 | 1.11 | 1.07 | 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 |
|---|---|---|---|---|
| EBCAX (MFS CONSERVATIVE ALLOCATION FUND 529B) |
-7.62%
Apr 2019 – Apr 2022 |
-2.66%
Apr 2017 – Apr 2022 |
0.77%
Apr 2012 – Apr 2022 |
1.88%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBCAX (MFS CONSERVATIVE ALLOCATION FUND 529B) |
15.25%
Feb 2009 – Feb 2012 |
11.91%
Feb 2009 – Feb 2014 |
7.46%
Feb 2009 – Feb 2019 |
5.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart