Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529C) | NA | 0.06% | -2.51% | 2.36% | 5.86% | 3.58% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529C) | 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 | 0.06 | -2.51 | 2.36 | 5.86 | 3.58 | NA | … | … | -7.39 | -24.84 | 14.61 | 28.60 | -7.83 | 22.10 | 6.38 | -0.90 | 2.87 | 25.06 | 16.37 | -5.77 | 17.38 | 34.80 | -40.94 | 8.21 | 12.10 | 6.32 | 14.31 | 30.72 | -2.83 |
| Sharpe Ratio | NA | 0.00 | -0.10 | 0.07 | 0.29 | NA | NA | … | … | -1.29 | -0.63 | 0.48 | 2.62 | -0.67 | 3.55 | 0.47 | -0.07 | 0.28 | 2.41 | 1.26 | -0.25 | 0.96 | 1.30 | -1.04 | 0.33 | 0.73 | 0.44 | 1.09 | 2.07 | -0.41 |
| Standard Deviation(%) | NA | 12.93 | 29.25 | 23.75 | 18.73 | NA | NA | … | … | 15.63 | 39.64 | 29.71 | 10.38 | 13.77 | 6.07 | 13.00 | 13.32 | 10.21 | 10.39 | 13.02 | 23.64 | 18.02 | 26.73 | 40.13 | 15.99 | 12.12 | 9.50 | 12.23 | 14.51 | 22.44 |
| Draw Down(%) | NA | 13.84 | 34.24 | 34.24 | 34.24 | NA | NA | … | … | 13.06 | 34.24 | 32.86 | 5.27 | 17.79 | 1.91 | 10.81 | 12.03 | 9.32 | 6.78 | 11.51 | 21.70 | 13.84 | 24.37 | 51.41 | 10.67 | 12.77 | 8.14 | 10.81 | 12.90 | 13.94 |
| Yield(%) | 0.00 | 6.30 | 5.33 | 5.28 | 4.88 | 3.39 | 4.91 | … | … | 0.00 | 6.93 | 3.50 | 5.01 | 4.46 | 4.08 | 2.28 | 4.40 | 0.58 | 0.38 | 0.53 | 0.59 | 0.75 | 0.92 | 2.29 | 6.08 | 1.76 | 1.75 | 0.65 | 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 |
|---|---|---|---|---|
| ECAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529C) |
-16.39%
Feb 2006 – Feb 2009 |
-6.71%
Feb 2004 – Feb 2009 |
3.67%
Jan 2006 – Jan 2016 |
3.71%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECAAX (MFS AGGRESSIVE GROWTH ALLOCATION FUND 529C) |
24.62%
Feb 2009 – Feb 2012 |
20.99%
Feb 2009 – Feb 2014 |
13.35%
Feb 2009 – Feb 2019 |
8.70%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart