Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECVLX (MFS VALUE FUND 529C) | NA | 3.01% | 10.56% | 9.17% | 10.92% | 6.72% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECVLX (MFS VALUE 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 | 3.01 | 10.56 | 9.17 | 10.92 | 6.72 | NA | … | … | -4.08 | 21.24 | 2.83 | 28.69 | -10.79 | 16.52 | 12.98 | -1.59 | 9.42 | 34.44 | 15.19 | -1.02 | 10.45 | 19.56 | -33.45 | 6.67 | 19.61 | 5.24 | 14.16 | 23.02 | -4.15 |
| Sharpe Ratio | NA | 0.24 | 0.45 | 0.44 | 0.65 | NA | NA | … | … | -0.90 | 1.75 | 0.07 | 2.38 | -0.81 | 2.33 | 0.97 | -0.11 | 0.86 | 3.14 | 1.23 | -0.05 | 0.61 | 0.71 | -0.83 | 0.23 | 1.65 | 0.31 | 1.36 | 1.55 | -0.52 |
| Standard Deviation(%) | NA | 12.03 | 22.57 | 19.09 | 16.09 | NA | NA | … | … | 12.91 | 12.11 | 35.15 | 11.46 | 14.90 | 6.84 | 13.15 | 15.09 | 10.91 | 10.96 | 12.46 | 22.77 | 16.92 | 27.44 | 41.16 | 16.12 | 9.93 | 9.91 | 9.73 | 14.39 | 24.64 |
| Draw Down(%) | NA | 10.26 | 36.76 | 36.76 | 36.76 | NA | NA | … | … | 10.26 | 4.97 | 36.76 | 5.44 | 20.73 | 3.56 | 8.75 | 11.72 | 7.67 | 5.23 | 10.79 | 20.55 | 14.94 | 28.54 | 45.70 | 9.31 | 8.12 | 6.22 | 5.35 | 14.56 | 14.90 |
| Yield(%) | 0.00 | 2.45 | 2.50 | 2.87 | 4.42 | 3.12 | 4.57 | … | … | 0.00 | 2.99 | 1.76 | 2.96 | 2.19 | 4.10 | 3.17 | 4.73 | 4.23 | 3.28 | 1.94 | 0.88 | 0.65 | 0.97 | 0.57 | 7.79 | 3.92 | 5.50 | 0.48 | 0.09 | 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 |
|---|---|---|---|---|
| ECVLX (MFS VALUE FUND 529C) |
-13.01%
Feb 2006 – Feb 2009 |
-4.46%
Feb 2004 – Feb 2009 |
5.43%
May 2007 – May 2017 |
5.47%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECVLX (MFS VALUE FUND 529C) |
21.42%
Sep 2011 – Sep 2014 |
20.23%
Feb 2009 – Feb 2014 |
13.52%
Feb 2009 – Feb 2019 |
9.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart