Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECGWX (MFS GROWTH ALLOCATION FUND 529C) | NA | -0.52% | -6.00% | -0.40% | 3.70% | 2.75% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECGWX (MFS 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 | -0.52 | -6.00 | -0.40 | 3.70 | 2.75 | NA | … | … | -6.96 | -32.07 | 13.57 | 25.19 | -6.70 | 18.08 | 6.70 | -1.63 | 2.92 | 19.22 | 14.74 | -3.14 | 15.91 | 31.27 | -34.98 | 7.92 | 11.58 | 5.75 | 13.00 | 24.98 | -1.28 |
| Sharpe Ratio | NA | -0.06 | -0.21 | -0.05 | 0.18 | NA | NA | … | … | -1.48 | -0.69 | 0.54 | 2.79 | -0.71 | 3.53 | 0.61 | -0.15 | 0.35 | 2.22 | 1.42 | -0.17 | 1.09 | 1.45 | -1.13 | 0.39 | 0.88 | 0.48 | 1.27 | 2.18 | -0.28 |
| Standard Deviation(%) | NA | 10.71 | 30.53 | 24.37 | 18.51 | NA | NA | … | … | 12.91 | 46.22 | 24.56 | 8.52 | 11.27 | 4.97 | 10.68 | 10.84 | 8.38 | 8.62 | 10.42 | 18.64 | 14.55 | 21.44 | 31.66 | 12.66 | 9.50 | 7.40 | 9.49 | 11.14 | 17.23 |
| Draw Down(%) | NA | 11.99 | 38.66 | 38.66 | 38.66 | NA | NA | … | … | 11.38 | 38.66 | 29.16 | 4.30 | 14.89 | 1.58 | 8.79 | 10.45 | 7.50 | 6.46 | 9.02 | 17.47 | 11.31 | 20.84 | 44.47 | 8.58 | 10.06 | 6.49 | 7.50 | 10.22 | 10.96 |
| Yield(%) | 0.00 | 6.48 | 5.20 | 5.31 | 4.63 | 3.58 | 4.92 | … | … | 0.00 | 7.01 | 3.06 | 5.04 | 5.15 | 4.76 | 2.27 | 3.93 | 0.93 | 0.77 | 1.09 | 1.42 | 1.39 | 2.29 | 2.52 | 6.22 | 2.93 | 2.45 | 1.20 | 0.40 | 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 |
|---|---|---|---|---|
| ECGWX (MFS GROWTH ALLOCATION FUND 529C) |
-12.96%
Feb 2006 – Feb 2009 |
-4.72%
Feb 2004 – Feb 2009 |
3.37%
Mar 2011 – Mar 2021 |
2.85%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECGWX (MFS GROWTH ALLOCATION FUND 529C) |
22.45%
Feb 2009 – Feb 2012 |
18.63%
Feb 2009 – Feb 2014 |
11.77%
Feb 2009 – Feb 2019 |
8.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart