Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBCVX (MFS MID CAP VALUE FUND 529B) | NA | 4.37% | 12.76% | 10.17% | 11.48% | 7.33% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBCVX (MFS MID CAP VALUE 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 | 4.37 | 12.76 | 10.17 | 11.48 | 7.33 | NA | … | … | -2.91 | 22.54 | 3.96 | 30.06 | -12.36 | 12.47 | 14.48 | -3.29 | 9.04 | 35.04 | 17.61 | -2.82 | 25.89 | 38.73 | -42.37 | 0.79 | 9.75 | 6.84 | 20.42 | 33.11 | -1.94 |
| Sharpe Ratio | NA | 0.27 | 0.47 | 0.43 | 0.62 | NA | NA | … | … | -0.53 | 1.32 | 0.09 | 2.33 | -0.93 | 1.45 | 0.97 | -0.22 | 0.77 | 2.93 | 1.29 | -0.11 | 1.28 | 1.31 | -0.97 | -0.13 | 0.56 | 0.40 | 1.56 | 2.14 | -0.24 |
| Standard Deviation(%) | NA | 15.51 | 26.13 | 21.71 | 17.99 | NA | NA | … | … | 16.18 | 17.09 | 40.17 | 12.29 | 14.76 | 8.21 | 14.71 | 14.85 | 11.80 | 11.93 | 13.77 | 26.35 | 20.11 | 29.50 | 44.49 | 16.99 | 11.49 | 11.61 | 12.46 | 15.15 | 27.55 |
| Draw Down(%) | NA | 9.41 | 42.79 | 42.79 | 42.79 | NA | NA | … | … | 9.41 | 10.50 | 42.79 | 6.99 | 20.92 | 4.24 | 11.60 | 12.56 | 10.52 | 5.17 | 10.70 | 24.54 | 16.96 | 25.71 | 54.73 | 14.83 | 9.99 | 9.54 | 9.10 | 13.94 | 17.37 |
| Yield(%) | 0.00 | 6.24 | 3.73 | 4.05 | 5.44 | 3.76 | 6.27 | … | … | 0.00 | 7.69 | 0.89 | 2.27 | 5.00 | 3.47 | 0.44 | 4.28 | 6.82 | 6.41 | 0.18 | 0.00 | 0.00 | 0.00 | 0.14 | 9.10 | 3.15 | 12.13 | 10.17 | 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 |
|---|---|---|---|---|
| EBCVX (MFS MID CAP VALUE FUND 529B) |
-19.20%
Feb 2006 – Feb 2009 |
-8.11%
Feb 2004 – Feb 2009 |
5.06%
Jan 2006 – Jan 2016 |
4.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBCVX (MFS MID CAP VALUE FUND 529B) |
29.83%
Feb 2009 – Feb 2012 |
26.56%
Feb 2009 – Feb 2014 |
15.82%
Feb 2009 – Feb 2019 |
10.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart