Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529C) | NA | -9.88% | 3.13% | 4.45% | 5.99% | 3.70% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECIDX (MFS INTERNATIONAL NEW DISCOVERY 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 | -9.88 | 3.13 | 4.45 | 5.99 | 3.70 | NA | … | … | -10.43 | -0.60 | 8.82 | 21.54 | -11.35 | 30.68 | -0.50 | 1.66 | -3.69 | 18.52 | 23.77 | -10.98 | 21.07 | 46.22 | -44.46 | 7.84 | 25.73 | 19.14 | 23.44 | 47.14 | -3.35 |
| Sharpe Ratio | NA | -0.80 | 0.16 | 0.26 | 0.42 | NA | NA | … | … | -1.87 | -0.06 | 0.34 | 2.20 | -1.08 | 4.73 | -0.05 | 0.13 | -0.41 | 1.98 | 1.83 | -0.48 | 1.17 | 1.87 | -1.19 | 0.28 | 1.51 | 1.74 | 1.61 | 4.17 | -0.86 |
| Standard Deviation(%) | NA | 12.50 | 17.27 | 14.77 | 13.31 | NA | NA | … | … | 14.76 | 11.16 | 25.31 | 9.16 | 11.74 | 6.38 | 15.35 | 12.50 | 9.02 | 9.35 | 13.04 | 22.80 | 17.97 | 24.66 | 37.90 | 17.44 | 14.93 | 9.76 | 13.93 | 11.14 | 12.47 |
| Draw Down(%) | NA | 21.41 | 34.84 | 34.84 | 34.84 | NA | NA | … | … | 16.23 | 13.08 | 34.84 | 6.71 | 18.77 | 2.61 | 10.33 | 12.46 | 12.92 | 8.13 | 11.42 | 22.35 | 15.15 | 22.40 | 54.92 | 14.03 | 18.48 | 9.52 | 11.31 | 11.25 | 12.14 |
| Yield(%) | 0.00 | 4.27 | 3.82 | 4.02 | 3.22 | 3.04 | 7.52 | … | … | 0.00 | 4.40 | 4.24 | 2.26 | 5.31 | 2.51 | 1.84 | 0.20 | 0.44 | 0.56 | 0.69 | 0.48 | 0.41 | 0.93 | 4.69 | 20.01 | 11.24 | 8.04 | 6.47 | 0.82 | 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 |
|---|---|---|---|---|
| ECIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529C) |
-15.46%
Feb 2006 – Feb 2009 |
-2.26%
May 2007 – May 2012 |
3.04%
Dec 2006 – Dec 2016 |
3.86%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECIDX (MFS INTERNATIONAL NEW DISCOVERY FUND 529C) |
36.75%
Mar 2003 – Mar 2006 |
27.09%
Oct 2002 – Oct 2007 |
13.71%
Mar 2003 – Mar 2013 |
11.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart