Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECRIX (MFS RESEARCH INTERNATIONAL FUND 529C) | NA | -5.70% | 7.68% | 6.32% | 5.65% | 2.12% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECRIX (MFS RESEARCH INTERNATIONAL 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 | -5.70 | 7.68 | 6.32 | 5.65 | 2.12 | NA | … | … | -9.51 | 10.29 | 12.03 | 26.61 | -14.89 | 27.09 | -1.92 | -2.81 | -7.67 | 17.66 | 15.72 | -11.57 | 10.04 | 29.97 | -43.13 | 11.89 | 26.07 | 15.13 | 19.36 | 31.42 | -4.09 |
| Sharpe Ratio | NA | -0.42 | 0.39 | 0.35 | 0.35 | NA | NA | … | … | -1.41 | 0.90 | 0.43 | 2.51 | -1.22 | 3.68 | -0.12 | -0.18 | -0.71 | 1.44 | 1.00 | -0.43 | 0.49 | 1.03 | -1.00 | 0.52 | 1.57 | 1.29 | 1.29 | 2.28 | -0.67 |
| Standard Deviation(%) | NA | 13.87 | 18.60 | 16.01 | 15.09 | NA | NA | … | … | 17.98 | 11.41 | 27.01 | 10.04 | 13.28 | 7.22 | 17.72 | 15.41 | 10.81 | 12.27 | 15.78 | 26.79 | 20.32 | 29.11 | 43.82 | 17.11 | 14.57 | 10.03 | 14.28 | 13.46 | 19.14 |
| Draw Down(%) | NA | 19.00 | 30.80 | 30.80 | 30.80 | NA | NA | … | … | 17.09 | 6.60 | 30.80 | 6.11 | 22.41 | 2.38 | 13.62 | 17.22 | 12.83 | 9.32 | 15.42 | 24.74 | 17.99 | 28.86 | 55.33 | 12.31 | 17.16 | 8.59 | 10.59 | 14.35 | 11.41 |
| Yield(%) | 0.00 | 0.40 | 0.57 | 1.39 | 1.54 | 1.63 | 4.23 | … | … | 0.00 | 0.42 | 0.06 | 1.28 | 4.00 | 0.78 | 1.87 | 0.92 | 1.50 | 0.81 | 1.36 | 0.93 | 0.82 | 1.12 | 1.78 | 11.51 | 12.31 | 9.06 | 5.12 | 0.00 | 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 |
|---|---|---|---|---|
| ECRIX (MFS RESEARCH INTERNATIONAL FUND 529C) |
-16.18%
Feb 2006 – Feb 2009 |
-6.42%
May 2007 – May 2012 |
-0.36%
Dec 2006 – Dec 2016 |
2.26%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECRIX (MFS RESEARCH INTERNATIONAL FUND 529C) |
29.07%
Mar 2003 – Mar 2006 |
21.67%
Sep 2002 – Sep 2007 |
8.97%
Mar 2003 – Mar 2013 |
7.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart