Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECITX (MASSACHUSETTS INVESTORS TRUST 529C) | NA | 3.59% | 13.56% | 12.68% | 12.64% | 8.49% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECITX (MASSACHUSETTS INVESTORS TRUST 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 | 3.59 | 13.56 | 12.68 | 12.64 | 8.49 | NA | … | … | -7.10 | 14.73 | 13.20 | 30.84 | -6.08 | 22.54 | 7.91 | -0.58 | 10.16 | 30.84 | 18.19 | -2.65 | 10.81 | 26.81 | -33.32 | 9.56 | 12.17 | 6.36 | 10.46 | 20.35 | -5.18 |
| Sharpe Ratio | NA | 0.26 | 0.60 | 0.63 | 0.76 | NA | NA | … | … | -1.19 | 0.97 | 0.39 | 2.39 | -0.45 | 3.20 | 0.56 | -0.04 | 0.88 | 2.75 | 1.39 | -0.11 | 0.62 | 1.02 | -0.87 | 0.42 | 0.89 | 0.41 | 0.87 | 1.23 | -0.59 |
| Standard Deviation(%) | NA | 13.31 | 22.00 | 18.96 | 16.22 | NA | NA | … | … | 16.31 | 15.16 | 33.27 | 12.31 | 16.44 | 6.87 | 13.78 | 15.61 | 11.57 | 11.20 | 13.20 | 24.24 | 17.43 | 26.14 | 39.13 | 15.55 | 9.99 | 10.14 | 10.88 | 15.93 | 26.54 |
| Draw Down(%) | NA | 13.57 | 33.48 | 33.48 | 33.48 | NA | NA | … | … | 13.34 | 11.64 | 33.48 | 6.06 | 18.59 | 2.73 | 11.05 | 11.29 | 8.35 | 5.74 | 11.01 | 20.56 | 15.87 | 24.81 | 43.77 | 8.52 | 8.63 | 7.01 | 8.70 | 13.64 | 14.02 |
| Yield(%) | 0.00 | 9.53 | 8.29 | 9.00 | 9.45 | 6.50 | 7.84 | … | … | 0.00 | 10.90 | 4.70 | 9.57 | 11.73 | 8.21 | 6.09 | 5.38 | 6.68 | 1.91 | 3.51 | 0.30 | 0.32 | 0.96 | 1.64 | 8.32 | 0.09 | 0.00 | 0.09 | 0.16 | 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 |
|---|---|---|---|---|
| ECITX (MASSACHUSETTS INVESTORS TRUST 529C) |
-12.44%
Feb 2006 – Feb 2009 |
-4.53%
Feb 2004 – Feb 2009 |
5.64%
Feb 2006 – Feb 2016 |
6.71%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECITX (MASSACHUSETTS INVESTORS TRUST 529C) |
23.07%
Dec 2018 – Dec 2021 |
20.50%
Feb 2009 – Feb 2014 |
14.89%
Sep 2011 – Sep 2021 |
9.90%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart