Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECCVX (MFS MID CAP VALUE FUND 529C) | NA | 3.99% | 12.08% | 9.75% | 11.29% | 7.22% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECCVX (MFS MID CAP VALUE 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 | 3.99 | 12.08 | 9.75 | 11.29 | 7.22 | NA | … | … | -2.90 | 22.59 | 3.17 | 29.48 | -12.37 | 12.53 | 14.49 | -3.27 | 9.06 | 35.06 | 17.60 | -2.81 | 26.23 | 38.71 | -42.38 | 0.79 | 9.81 | 6.90 | 20.38 | 33.04 | -1.83 |
| Sharpe Ratio | NA | 0.26 | 0.45 | 0.42 | 0.61 | NA | NA | … | … | -0.57 | 1.34 | 0.07 | 2.28 | -0.93 | 1.46 | 0.96 | -0.22 | 0.77 | 2.93 | 1.29 | -0.11 | 1.30 | 1.31 | -0.97 | -0.13 | 0.57 | 0.41 | 1.56 | 2.14 | -0.23 |
| Standard Deviation(%) | NA | 15.04 | 26.02 | 21.62 | 17.94 | NA | NA | … | … | 14.86 | 16.79 | 40.11 | 12.30 | 14.77 | 8.17 | 14.75 | 14.85 | 11.78 | 11.94 | 13.71 | 26.36 | 20.05 | 29.59 | 44.43 | 16.88 | 11.53 | 11.64 | 12.43 | 15.12 | 27.54 |
| Draw Down(%) | NA | 9.41 | 42.81 | 42.81 | 42.81 | NA | NA | … | … | 9.41 | 9.86 | 42.81 | 7.06 | 20.93 | 4.23 | 11.55 | 12.51 | 10.48 | 5.21 | 10.66 | 24.53 | 16.67 | 25.74 | 54.68 | 14.85 | 9.97 | 9.59 | 9.01 | 13.82 | 17.46 |
| Yield(%) | 0.00 | 5.53 | 3.03 | 3.58 | 5.11 | 3.58 | 6.05 | … | … | 0.00 | 6.81 | 0.17 | 1.84 | 4.87 | 3.46 | 0.63 | 4.26 | 6.79 | 6.38 | 0.24 | 0.00 | 0.31 | 0.00 | 0.07 | 9.08 | 3.14 | 12.11 | 10.16 | 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 |
|---|---|---|---|---|
| ECCVX (MFS MID CAP VALUE FUND 529C) |
-19.17%
Feb 2006 – Feb 2009 |
-8.09%
Feb 2004 – Feb 2009 |
5.11%
Jan 2006 – Jan 2016 |
4.80%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECCVX (MFS MID CAP VALUE FUND 529C) |
29.90%
Feb 2009 – Feb 2012 |
26.61%
Feb 2009 – Feb 2014 |
15.85%
Feb 2009 – Feb 2019 |
10.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart