Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529B) | NA | -9.30% | 3.77% | 5.06% | 6.39% | 3.96% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBIDX (MFS INTERNATIONAL NEW DISCOVERY 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 | -9.30 | 3.77 | 5.06 | 6.39 | 3.96 | NA | … | … | -10.32 | -0.50 | 9.75 | 21.75 | -10.78 | 31.17 | 0.24 | 1.73 | -3.68 | 18.53 | 23.74 | -10.94 | 21.10 | 46.10 | -44.44 | 7.82 | 25.71 | 19.11 | 23.45 | 47.18 | -3.43 |
| Sharpe Ratio | NA | -0.76 | 0.20 | 0.30 | 0.45 | NA | NA | … | … | -1.85 | -0.05 | 0.37 | 2.22 | -1.03 | 4.65 | 0.00 | 0.14 | -0.41 | 1.98 | 1.83 | -0.48 | 1.17 | 1.87 | -1.20 | 0.28 | 1.51 | 1.74 | 1.61 | 4.18 | -0.87 |
| Standard Deviation(%) | NA | 12.47 | 17.26 | 14.79 | 13.32 | NA | NA | … | … | 14.76 | 11.28 | 25.31 | 9.18 | 11.74 | 6.60 | 15.34 | 12.51 | 9.00 | 9.35 | 13.03 | 22.83 | 17.98 | 24.64 | 37.80 | 17.45 | 14.91 | 9.76 | 13.94 | 11.13 | 12.58 |
| Draw Down(%) | NA | 21.09 | 34.76 | 34.76 | 34.76 | NA | NA | … | … | 16.12 | 13.47 | 34.76 | 6.72 | 18.30 | 2.62 | 10.30 | 12.44 | 12.93 | 8.11 | 11.41 | 22.38 | 15.13 | 22.37 | 54.92 | 14.06 | 18.46 | 9.51 | 11.35 | 11.16 | 12.20 |
| Yield(%) | 0.00 | 4.94 | 4.17 | 4.42 | 3.53 | 3.17 | 7.76 | … | … | 0.00 | 5.09 | 4.33 | 2.44 | 5.73 | 2.91 | 2.60 | 0.00 | 0.13 | 0.51 | 0.43 | 0.23 | 0.34 | 0.79 | 4.80 | 20.04 | 11.40 | 8.03 | 6.44 | 0.82 | 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 |
|---|---|---|---|---|
| EBIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529B) |
-15.48%
Feb 2006 – Feb 2009 |
-2.25%
May 2007 – May 2012 |
3.12%
Dec 2006 – Dec 2016 |
4.12%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529B) |
36.73%
Mar 2003 – Mar 2006 |
27.08%
Oct 2002 – Oct 2007 |
13.71%
Mar 2003 – Mar 2013 |
11.74%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart