Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBNDX (MFS NEW DISCOVERY FUND 529B) | NA | 4.61% | 16.58% | 5.40% | 15.74% | 7.30% | NA | … | … |
Data as of 01/10/2019, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBNDX (MFS NEW DISCOVERY FUND 529B) | 08/30/2002 | 01/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.61 | 16.58 | 5.40 | 15.74 | 7.30 | NA | … | … | 0.00 | 6.48 | 25.04 | 7.78 | -2.89 | -8.24 | 39.68 | 19.97 | -11.21 | 34.75 | 60.68 | -40.25 | 1.05 | 11.83 | 3.68 | 6.16 | 33.03 | -4.94 |
| Sharpe Ratio | NA | 0.44 | 1.25 | 0.34 | 0.74 | NA | NA | … | … | 0.00 | 0.69 | 2.37 | 0.43 | -0.18 | -0.47 | 2.75 | 1.06 | -0.35 | 1.66 | 1.82 | -0.90 | -0.11 | 0.52 | 0.11 | 0.28 | 1.73 | -0.65 |
| Standard Deviation(%) | NA | 7.36 | 12.29 | 14.51 | 20.41 | NA | NA | … | … | NA | 7.42 | 10.35 | 17.68 | 16.48 | 17.61 | 14.44 | 18.96 | 32.27 | 20.88 | 33.24 | 45.40 | 18.20 | 16.54 | 14.39 | 18.80 | 18.65 | 23.01 |
| Draw Down(%) | NA | 8.94 | 11.70 | 29.85 | 31.62 | NA | NA | … | … | 0.00 | 8.94 | 4.01 | 19.06 | 16.28 | 18.27 | 6.53 | 13.65 | 31.62 | 12.23 | 26.44 | 57.17 | 13.06 | 18.66 | 14.42 | 25.14 | 12.34 | 13.12 |
| Yield(%) | 0.00 | 0.00 | 6.76 | 4.66 | 12.97 | 5.84 | 5.90 | … | … | 0.00 | 0.00 | 14.49 | 3.23 | 0.00 | 8.09 | 13.17 | 0.00 | 18.74 | 8.08 | 0.00 | 0.00 | 3.61 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 |
Data as of 01/10/2019, 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 |
|---|---|---|---|---|
| EBNDX (MFS NEW DISCOVERY FUND 529B) |
-18.67%
Feb 2006 – Feb 2009 |
-9.60%
Feb 2004 – Feb 2009 |
4.80%
Feb 2006 – Feb 2016 |
7.70%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBNDX (MFS NEW DISCOVERY FUND 529B) |
37.51%
Feb 2009 – Feb 2012 |
30.15%
Feb 2009 – Feb 2014 |
16.26%
Nov 2008 – Nov 2018 |
10.12%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart