Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBVLX (MFS VALUE FUND 529B) | NA | 3.65% | 11.24% | 9.76% | 11.31% | 6.97% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBVLX (MFS VALUE 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 | 3.65 | 11.24 | 9.76 | 11.31 | 6.97 | NA | … | … | -3.92 | 21.50 | 3.60 | 29.10 | -10.14 | 16.65 | 13.34 | -1.28 | 9.48 | 34.46 | 15.19 | -0.98 | 10.42 | 19.52 | -33.43 | 6.65 | 19.57 | 5.30 | 14.04 | 23.14 | -4.21 |
| Sharpe Ratio | NA | 0.29 | 0.48 | 0.47 | 0.68 | NA | NA | … | … | -0.87 | 1.77 | 0.10 | 2.41 | -0.77 | 2.35 | 1.00 | -0.09 | 0.87 | 3.13 | 1.23 | -0.04 | 0.61 | 0.71 | -0.83 | 0.23 | 1.65 | 0.31 | 1.34 | 1.56 | -0.53 |
| Standard Deviation(%) | NA | 12.04 | 22.57 | 19.09 | 16.09 | NA | NA | … | … | 12.94 | 12.12 | 35.15 | 11.47 | 14.88 | 6.83 | 13.12 | 15.12 | 10.92 | 11.00 | 12.44 | 22.80 | 16.88 | 27.46 | 41.17 | 16.12 | 9.92 | 9.93 | 9.74 | 14.36 | 24.62 |
| Draw Down(%) | NA | 10.16 | 36.70 | 36.70 | 36.70 | NA | NA | … | … | 10.16 | 5.10 | 36.70 | 5.43 | 20.17 | 3.57 | 8.72 | 11.71 | 7.68 | 5.22 | 10.77 | 20.56 | 15.00 | 28.52 | 45.72 | 9.31 | 8.11 | 6.22 | 5.29 | 14.51 | 14.89 |
| Yield(%) | 0.00 | 2.99 | 3.08 | 3.41 | 4.93 | 3.41 | 4.92 | … | … | 0.00 | 3.83 | 2.43 | 3.21 | 2.87 | 4.19 | 3.48 | 5.00 | 4.20 | 3.25 | 1.87 | 0.83 | 0.63 | 0.95 | 0.59 | 7.77 | 3.93 | 5.47 | 0.48 | 0.08 | 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 |
|---|---|---|---|---|
| EBVLX (MFS VALUE FUND 529B) |
-12.99%
Feb 2006 – Feb 2009 |
-4.46%
Feb 2004 – Feb 2009 |
5.52%
May 2007 – May 2017 |
5.62%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBVLX (MFS VALUE FUND 529B) |
21.41%
Sep 2011 – Sep 2014 |
20.22%
Feb 2009 – Feb 2014 |
13.71%
Feb 2009 – Feb 2019 |
9.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart