Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECRBX (MFS TOTAL RETURN BOND FUND 529C) | NA | -5.78% | 1.35% | 1.53% | 1.65% | 2.90% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECRBX (MFS TOTAL RETURN BOND FUND 529C) | 07/31/2002 | 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 | -5.78 | 1.35 | 1.53 | 1.65 | 2.90 | NA | … | … | -6.32 | -1.79 | 7.59 | 8.91 | -2.06 | 3.08 | 2.72 | -1.40 | 4.73 | -1.92 | 6.46 | 5.50 | 7.01 | 19.72 | -7.10 | 2.82 | 3.02 | 0.91 | 3.21 | 2.39 | 3.67 |
| Sharpe Ratio | NA | -1.54 | 0.15 | 0.15 | 0.29 | NA | NA | … | … | -3.62 | -0.58 | 0.73 | 2.23 | -1.23 | 0.91 | 0.84 | -0.41 | 2.05 | -0.63 | 2.58 | 1.47 | 1.91 | 4.09 | -1.37 | -0.06 | -0.09 | -0.43 | 0.57 | 0.38 | 1.61 |
| Standard Deviation(%) | NA | 3.83 | 6.54 | 5.35 | 4.31 | NA | NA | … | … | 4.84 | 3.10 | 10.07 | 3.36 | 2.75 | 2.70 | 2.97 | 3.50 | 2.29 | 3.08 | 2.51 | 3.73 | 3.63 | 4.80 | 5.85 | 3.53 | 3.11 | 2.92 | 3.94 | 4.51 | 4.95 |
| Draw Down(%) | NA | 7.59 | 11.46 | 11.46 | 11.46 | NA | NA | … | … | 6.32 | 3.67 | 11.46 | 2.06 | 3.82 | 1.45 | 4.11 | 3.47 | 1.27 | 5.11 | 1.29 | 1.85 | 3.22 | 2.65 | 11.33 | 2.47 | 2.65 | 2.71 | 4.80 | 6.20 | 3.28 |
| Yield(%) | 0.00 | 2.09 | 2.07 | 1.95 | 2.06 | 2.70 | 2.77 | … | … | 0.15 | 2.27 | 2.11 | 2.17 | 1.75 | 1.64 | 1.98 | 2.29 | 2.54 | 2.05 | 2.57 | 2.95 | 2.97 | 4.72 | 4.48 | 3.95 | 4.00 | 4.15 | 3.64 | 1.62 | 0.02 |
Data as of 05/06/2022, Common starting date is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECRBX (MFS TOTAL RETURN BOND FUND 529C) |
-1.10%
Nov 2005 – Nov 2008 |
0.22%
Nov 2003 – Nov 2008 |
1.68%
Apr 2012 – Apr 2022 |
2.86%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECRBX (MFS TOTAL RETURN BOND FUND 529C) |
11.32%
Oct 2008 – Oct 2011 |
7.82%
Oct 2008 – Oct 2013 |
4.45%
Mar 2009 – Mar 2019 |
3.81%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart