Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECNDX (MFS NEW DISCOVERY FUND 529C) | NA | 4.61% | 16.56% | 5.39% | 15.74% | 7.28% | NA | … | … |
Data as of 01/10/2019, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECNDX (MFS NEW DISCOVERY FUND 529C) | 08/30/2002 | 01/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.61 | 16.56 | 5.39 | 15.74 | 7.28 | NA | … | … | 0.00 | 6.48 | 25.06 | 7.72 | -2.94 | -8.23 | 39.66 | 19.96 | -11.16 | 34.67 | 60.77 | -40.28 | 1.00 | 11.81 | 3.75 | 6.07 | 33.01 | -5.01 |
| Sharpe Ratio | NA | 0.44 | 1.25 | 0.34 | 0.74 | NA | NA | … | … | 0.00 | 0.69 | 2.36 | 0.42 | -0.18 | -0.47 | 2.74 | 1.06 | -0.35 | 1.66 | 1.82 | -0.91 | -0.11 | 0.52 | 0.11 | 0.27 | 1.74 | -0.66 |
| Standard Deviation(%) | NA | 7.36 | 12.33 | 14.54 | 20.42 | NA | NA | … | … | NA | 7.43 | 10.38 | 17.74 | 16.46 | 17.65 | 14.45 | 18.95 | 32.29 | 20.86 | 33.26 | 45.34 | 18.20 | 16.56 | 14.38 | 18.82 | 18.62 | 23.10 |
| Draw Down(%) | NA | 8.94 | 11.70 | 29.85 | 31.65 | NA | NA | … | … | 0.00 | 8.94 | 3.97 | 19.06 | 16.28 | 18.34 | 6.52 | 13.64 | 31.65 | 12.17 | 26.51 | 57.14 | 13.06 | 18.65 | 14.41 | 25.17 | 12.33 | 13.18 |
| Yield(%) | 0.00 | 0.00 | 6.76 | 4.66 | 12.97 | 5.83 | 5.88 | … | … | 0.00 | 0.00 | 14.49 | 3.24 | 0.00 | 8.09 | 13.16 | 0.00 | 18.74 | 8.07 | 0.00 | 0.00 | 3.61 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 |
Data as of 01/10/2019, 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 |
|---|---|---|---|---|
| ECNDX (MFS NEW DISCOVERY FUND 529C) |
-18.66%
Feb 2006 – Feb 2009 |
-9.61%
Feb 2004 – Feb 2009 |
4.80%
Feb 2006 – Feb 2016 |
7.69%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECNDX (MFS NEW DISCOVERY FUND 529C) |
37.48%
Feb 2009 – Feb 2012 |
30.13%
Feb 2009 – Feb 2014 |
16.24%
Nov 2008 – Nov 2018 |
10.11%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart