Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBRIX (MFS RESEARCH INTERNATIONAL FUND 529B) | NA | -5.69% | 7.68% | 6.32% | 5.65% | 2.12% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBRIX (MFS RESEARCH INTERNATIONAL 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 | -5.69 | 7.68 | 6.32 | 5.65 | 2.12 | NA | … | … | -9.51 | 10.46 | 11.99 | 26.66 | -14.88 | 27.01 | -1.90 | -2.78 | -7.68 | 17.64 | 15.83 | -11.67 | 10.04 | 29.93 | -43.07 | 11.85 | 26.11 | 15.08 | 19.36 | 31.45 | -4.08 |
| Sharpe Ratio | NA | -0.42 | 0.39 | 0.35 | 0.35 | NA | NA | … | … | -1.42 | 0.92 | 0.43 | 2.52 | -1.23 | 3.68 | -0.12 | -0.18 | -0.71 | 1.43 | 1.01 | -0.44 | 0.49 | 1.03 | -1.00 | 0.52 | 1.57 | 1.28 | 1.29 | 2.28 | -0.66 |
| Standard Deviation(%) | NA | 13.82 | 18.59 | 15.99 | 15.09 | NA | NA | … | … | 17.89 | 11.39 | 27.03 | 10.01 | 13.23 | 7.20 | 17.78 | 15.40 | 10.80 | 12.27 | 15.81 | 26.79 | 20.25 | 29.10 | 43.84 | 17.08 | 14.62 | 10.05 | 14.28 | 13.50 | 19.18 |
| Draw Down(%) | NA | 18.98 | 30.80 | 30.80 | 30.80 | NA | NA | … | … | 17.05 | 6.63 | 30.80 | 6.05 | 22.40 | 2.40 | 13.60 | 17.24 | 12.78 | 9.41 | 15.40 | 24.73 | 18.01 | 28.79 | 55.28 | 12.31 | 17.18 | 8.58 | 10.58 | 14.33 | 11.39 |
| Yield(%) | 0.00 | 0.22 | 0.45 | 1.24 | 1.35 | 1.52 | 4.09 | … | … | 0.00 | 0.23 | 0.00 | 1.23 | 3.91 | 0.46 | 1.82 | 0.44 | 1.45 | 0.76 | 0.84 | 0.47 | 0.67 | 1.08 | 1.78 | 11.59 | 12.47 | 9.10 | 5.15 | 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 |
|---|---|---|---|---|
| EBRIX (MFS RESEARCH INTERNATIONAL FUND 529B) |
-16.18%
Feb 2006 – Feb 2009 |
-6.41%
May 2007 – May 2012 |
-0.36%
Dec 2006 – Dec 2016 |
2.25%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBRIX (MFS RESEARCH INTERNATIONAL FUND 529B) |
29.07%
Mar 2003 – Mar 2006 |
21.70%
Sep 2002 – Sep 2007 |
8.97%
Mar 2003 – Mar 2013 |
7.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart