Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBLMX (MFS LIMITED MATURITY FUND 529B) | NA | -3.44% | 0.57% | 0.81% | 0.51% | 1.07% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBLMX (MFS LIMITED MATURITY FUND 529B) | 07/31/2002 | 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 | -3.44 | 0.57 | 0.81 | 0.51 | 1.07 | NA | … | … | -2.64 | -1.08 | 3.42 | 3.88 | 0.36 | 0.64 | 0.64 | -0.85 | -0.10 | -0.39 | 2.83 | 0.42 | 2.82 | 10.39 | -5.11 | 3.01 | 3.59 | 0.66 | 0.27 | -0.82 | 0.59 |
| Sharpe Ratio | NA | -2.35 | 0.08 | 0.05 | 0.07 | NA | NA | … | … | -4.41 | -0.93 | 1.04 | 1.48 | -0.76 | 0.01 | 0.41 | -0.72 | -0.11 | -0.45 | 2.78 | 0.23 | 1.52 | 4.07 | -1.85 | -0.01 | 0.17 | -0.94 | -0.34 | -0.76 | 0.18 |
| Standard Deviation(%) | NA | 1.51 | 2.14 | 1.86 | 1.52 | NA | NA | … | … | 1.76 | 1.18 | 3.06 | 1.67 | 1.28 | 1.18 | 1.05 | 1.22 | 1.06 | 0.95 | 1.01 | 1.67 | 1.79 | 2.53 | 3.25 | 2.02 | 1.78 | 1.60 | 2.02 | 2.00 | 2.28 |
| Draw Down(%) | NA | 3.64 | 6.59 | 6.59 | 6.59 | NA | NA | … | … | 2.64 | 1.16 | 6.59 | 0.66 | 0.71 | 0.75 | 0.90 | 1.15 | 0.75 | 1.15 | 0.34 | 1.43 | 1.25 | 1.22 | 7.66 | 0.79 | 0.47 | 0.97 | 1.88 | 2.36 | 1.47 |
| Yield(%) | 0.00 | 0.29 | 1.07 | 1.16 | 0.90 | 1.57 | 1.67 | … | … | 0.01 | 0.51 | 1.46 | 1.81 | 1.36 | 0.81 | 0.47 | 0.32 | 0.40 | 0.92 | 1.82 | 2.21 | 2.47 | 3.63 | 3.73 | 4.06 | 3.68 | 2.94 | 2.95 | 0.79 | 0.01 |
Data as of 05/06/2022, Common starting date is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBLMX (MFS LIMITED MATURITY FUND 529B) |
-0.45%
Dec 2012 – Dec 2015 |
-0.15%
Apr 2013 – Apr 2018 |
0.51%
Apr 2012 – Apr 2022 |
1.07%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBLMX (MFS LIMITED MATURITY FUND 529B) |
4.71%
Nov 2008 – Nov 2011 |
3.39%
Nov 2008 – Nov 2013 |
1.88%
Jun 2004 – Jun 2014 |
1.66%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart