Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ECLAX (MFS CONSERVATIVE ALLOCATION FUND 529A) | NA | -9.49% | -13.48% | -6.03% | -0.38% | 1.37% | NA | 2.83% |
Data as of 07/27/2022, AR inception is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECLAX (MFS CONSERVATIVE ALLOCATION FUND 529A) | 08/30/2002 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | -9.49 | -13.48 | -6.03 | -0.38 | 1.37 | NA | 2.83 | -11.23 | -39.03 | 11.48 | 17.08 | -3.14 | 10.82 | 5.34 | -0.84 | 3.92 | 8.63 | 10.55 | 2.36 | 11.25 | 22.02 | -16.74 | 7.04 | 8.38 | 3.69 | 6.87 | 11.48 | 0.10 |
| Sharpe Ratio | NA | -1.51 | -0.44 | -0.27 | -0.05 | NA | NA | 0.14 | -2.61 | -0.73 | 0.87 | 3.68 | -0.79 | 3.83 | 0.94 | -0.16 | 0.96 | 1.78 | 2.12 | 0.27 | 1.59 | 2.05 | -1.18 | 0.68 | 1.12 | 0.39 | 1.27 | 1.99 | -0.08 |
| Standard Deviation(%) | NA | 6.52 | 31.70 | 24.76 | 17.82 | NA | NA | 13.81 | 7.53 | 53.15 | 12.85 | 4.26 | 5.68 | 2.67 | 5.46 | 5.38 | 4.06 | 4.82 | 5.00 | 8.67 | 7.04 | 10.70 | 14.88 | 5.94 | 4.57 | 3.94 | 4.65 | 5.42 | 8.19 |
| Draw Down(%) | NA | 12.22 | 45.31 | 45.31 | 45.31 | NA | NA | 45.31 | 11.79 | 42.65 | 17.88 | 1.69 | 7.60 | 1.00 | 3.68 | 5.70 | 3.27 | 4.98 | 3.92 | 7.55 | 5.42 | 11.43 | 23.53 | 3.55 | 3.95 | 2.78 | 4.04 | 4.60 | 4.78 |
| Yield(%) | 0.00 | 3.36 | 3.39 | 3.93 | 3.52 | 3.64 | 4.01 | 4.22 | 0.15 | 3.83 | 3.01 | 3.88 | 4.53 | 4.66 | 2.59 | 2.60 | 2.32 | 1.97 | 2.31 | 2.81 | 2.56 | 3.47 | 3.43 | 4.96 | 4.18 | 2.65 | 1.80 | 1.61 | 0.00 |
Data as of 07/27/2022, AR inception is 08/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECLAX (MFS CONSERVATIVE ALLOCATION FUND 529A) |
-13.21%
Jun 2019 - Jun 2022 |
-5.85%
Jun 2017 - Jun 2022 |
-0.25%
Jun 2012 - Jun 2022 |
1.29%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECLAX (MFS CONSERVATIVE ALLOCATION FUND 529A) |
16.17%
Feb 2009 - Feb 2012 |
12.77%
Feb 2009 - Feb 2014 |
8.28%
Feb 2009 - Feb 2019 |
6.19%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart