Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECMAX (MFS MODERATE ALLOCATION FUND 529C) | NA | -1.44% | -7.93% | -2.25% | 1.93% | 2.11% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECMAX (MFS MODERATE 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 | -1.44 | -7.93 | -2.25 | 1.93 | 2.11 | NA | … | … | -6.49 | -34.55 | 12.66 | 20.88 | -5.29 | 13.91 | 5.68 | -1.75 | 3.26 | 13.60 | 12.16 | -0.51 | 13.48 | 26.05 | -26.59 | 7.25 | 9.27 | 4.15 | 9.63 | 17.85 | -0.62 |
| Sharpe Ratio | NA | -0.19 | -0.28 | -0.13 | 0.09 | NA | NA | … | … | -1.81 | -0.73 | 0.66 | 3.07 | -0.78 | 3.56 | 0.68 | -0.22 | 0.53 | 2.03 | 1.59 | -0.04 | 1.24 | 1.61 | -1.18 | 0.45 | 0.87 | 0.35 | 1.24 | 2.05 | -0.22 |
| Standard Deviation(%) | NA | 8.15 | 29.59 | 23.35 | 17.27 | NA | NA | … | … | 9.94 | 47.47 | 18.62 | 6.33 | 8.45 | 3.75 | 8.03 | 8.10 | 6.19 | 6.68 | 7.68 | 13.57 | 10.80 | 16.17 | 23.24 | 9.33 | 6.94 | 5.73 | 7.03 | 8.36 | 12.90 |
| Draw Down(%) | NA | 10.31 | 39.55 | 39.55 | 39.55 | NA | NA | … | … | 9.71 | 39.45 | 23.49 | 2.95 | 11.42 | 1.22 | 6.18 | 8.18 | 5.31 | 5.71 | 6.46 | 12.51 | 8.44 | 16.56 | 35.01 | 5.92 | 6.88 | 4.70 | 5.82 | 7.41 | 7.96 |
| Yield(%) | 0.00 | 5.06 | 4.50 | 4.63 | 4.07 | 3.48 | 4.22 | … | … | 0.00 | 5.35 | 3.30 | 4.55 | 4.89 | 4.24 | 2.21 | 4.81 | 1.53 | 1.04 | 1.62 | 1.83 | 1.65 | 2.71 | 2.57 | 5.06 | 3.14 | 2.20 | 1.10 | 0.87 | 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 |
|---|---|---|---|---|
| ECMAX (MFS MODERATE ALLOCATION FUND 529C) |
-8.87%
Feb 2006 – Feb 2009 |
-3.01%
Feb 2004 – Feb 2009 |
1.80%
Apr 2012 – Apr 2022 |
2.19%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECMAX (MFS MODERATE ALLOCATION FUND 529C) |
19.04%
Feb 2009 – Feb 2012 |
15.42%
Feb 2009 – Feb 2014 |
9.70%
Feb 2009 – Feb 2019 |
6.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart