Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBTRX (MFS TOTAL RETURN FUND 529B) | NA | 7.06% | 11.60% | 9.00% | 8.48% | 5.79% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBTRX (MFS TOTAL RETURN 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 | 7.06 | 11.60 | 9.00 | 8.48 | 5.79 | NA | … | … | -4.41 | 22.40 | 9.48 | 19.78 | -6.50 | 11.24 | 7.98 | -1.18 | 7.46 | 17.97 | 10.40 | 1.06 | 9.02 | 17.29 | -23.24 | 4.07 | 10.78 | 2.37 | 10.30 | 14.24 | -0.30 |
| Sharpe Ratio | NA | 0.66 | 0.80 | 0.70 | 0.83 | NA | NA | … | … | -1.44 | 2.17 | 0.44 | 2.78 | -0.89 | 2.79 | 1.03 | -0.14 | 1.21 | 2.64 | 1.45 | 0.08 | 0.90 | 1.08 | -1.01 | 0.11 | 1.21 | 0.03 | 1.45 | 1.63 | -0.13 |
| Standard Deviation(%) | NA | 10.48 | 14.07 | 11.80 | 9.76 | NA | NA | … | … | 8.71 | 10.29 | 20.76 | 6.62 | 8.84 | 3.82 | 7.55 | 8.60 | 6.17 | 6.80 | 7.22 | 13.16 | 9.91 | 15.94 | 23.76 | 9.39 | 6.19 | 6.22 | 6.46 | 8.31 | 13.38 |
| Draw Down(%) | NA | 7.61 | 24.71 | 24.71 | 24.71 | NA | NA | … | … | 7.61 | 3.13 | 24.71 | 3.17 | 12.68 | 1.34 | 5.06 | 7.22 | 4.33 | 4.53 | 6.21 | 11.92 | 8.58 | 17.84 | 32.49 | 6.12 | 4.84 | 4.11 | 5.65 | 7.94 | 10.37 |
| Yield(%) | 0.00 | 7.74 | 6.61 | 5.77 | 5.40 | 4.12 | 4.94 | … | … | 0.19 | 8.85 | 7.06 | 3.33 | 3.66 | 5.12 | 2.90 | 4.43 | 3.92 | 2.25 | 1.77 | 1.63 | 1.51 | 2.22 | 1.97 | 9.88 | 5.35 | 6.30 | 4.11 | 0.42 | 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 |
|---|---|---|---|---|
| EBTRX (MFS TOTAL RETURN FUND 529B) |
-8.51%
Feb 2006 – Feb 2009 |
-3.11%
Feb 2004 – Feb 2009 |
4.24%
May 2007 – May 2017 |
4.33%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBTRX (MFS TOTAL RETURN FUND 529B) |
17.20%
Dec 2018 – Dec 2021 |
14.05%
Feb 2009 – Feb 2014 |
9.60%
Dec 2011 – Dec 2021 |
6.52%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart