Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBGWX (MFS GROWTH ALLOCATION FUND 529B) | NA | 0.15% | -5.13% | 0.16% | 3.99% | 2.93% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBGWX (MFS 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 | 0.15 | -5.13 | 0.16 | 3.99 | 2.93 | NA | … | … | -6.80 | -30.76 | 13.55 | 25.25 | -6.74 | 18.13 | 6.70 | -1.67 | 3.00 | 19.26 | 14.64 | -3.05 | 15.69 | 31.25 | -34.93 | 7.89 | 11.53 | 5.78 | 12.83 | 24.94 | -1.28 |
| Sharpe Ratio | NA | 0.00 | -0.19 | -0.02 | 0.20 | NA | NA | … | … | -1.49 | -0.69 | 0.54 | 2.79 | -0.71 | 3.57 | 0.61 | -0.16 | 0.36 | 2.23 | 1.41 | -0.17 | 1.07 | 1.46 | -1.13 | 0.39 | 0.87 | 0.49 | 1.25 | 2.18 | -0.27 |
| Standard Deviation(%) | NA | 10.52 | 29.65 | 23.71 | 18.08 | NA | NA | … | … | 12.56 | 44.56 | 24.62 | 8.55 | 11.29 | 4.93 | 10.64 | 10.85 | 8.32 | 8.64 | 10.45 | 18.64 | 14.53 | 21.39 | 31.76 | 12.65 | 9.51 | 7.43 | 9.48 | 11.10 | 17.37 |
| Draw Down(%) | NA | 11.76 | 37.46 | 37.46 | 37.46 | NA | NA | … | … | 11.22 | 37.46 | 29.19 | 4.29 | 14.87 | 1.56 | 8.74 | 10.45 | 7.49 | 6.47 | 9.04 | 17.42 | 11.46 | 20.82 | 44.48 | 8.57 | 10.06 | 6.49 | 7.50 | 10.23 | 10.96 |
| Yield(%) | 0.00 | 7.18 | 5.46 | 5.45 | 4.67 | 3.59 | 4.91 | … | … | 0.00 | 7.79 | 3.12 | 4.83 | 5.09 | 4.65 | 2.15 | 3.77 | 0.74 | 0.58 | 0.91 | 1.27 | 1.14 | 2.23 | 2.49 | 6.19 | 2.89 | 2.40 | 1.14 | 0.25 | 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 |
|---|---|---|---|---|
| EBGWX (MFS GROWTH ALLOCATION FUND 529B) |
-12.92%
Feb 2006 – Feb 2009 |
-4.71%
Feb 2004 – Feb 2009 |
3.58%
Mar 2011 – Mar 2021 |
3.03%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBGWX (MFS GROWTH ALLOCATION FUND 529B) |
22.37%
Feb 2009 – Feb 2012 |
18.59%
Feb 2009 – Feb 2014 |
11.75%
Feb 2009 – Feb 2019 |
8.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart