Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EISTX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529A) | NA | -12.38% | 10.42% | 14.05% | 13.97% | 10.38% | NA | … | … |
Data as of 07/27/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EISTX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529A) | 08/30/2002 | 07/27/2022 |
| 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 | -12.38 | 10.42 | 14.05 | 13.97 | 10.38 | NA | … | … | -18.94 | 13.47 | 22.38 | 39.81 | 0.78 | 28.63 | 6.08 | -0.04 | 11.42 | 30.22 | 16.85 | 1.23 | 14.42 | 40.34 | -37.04 | 11.17 | 7.23 | 3.67 | 9.50 | 22.23 | -5.82 |
| Sharpe Ratio | NA | -0.74 | 0.44 | 0.67 | 0.82 | NA | NA | … | … | -1.57 | 0.81 | 0.66 | 2.78 | -0.03 | 4.26 | 0.43 | 0.00 | 0.99 | 2.68 | 1.25 | 0.05 | 0.85 | 1.64 | -0.99 | 0.54 | 0.35 | 0.15 | 0.66 | 1.23 | -0.71 |
| Standard Deviation(%) | NA | 17.24 | 23.09 | 20.00 | 16.61 | NA | NA | … | … | 20.19 | 16.51 | 33.22 | 13.82 | 16.86 | 6.60 | 13.60 | 15.11 | 11.48 | 11.27 | 13.52 | 23.66 | 16.90 | 24.53 | 38.39 | 15.11 | 11.22 | 10.06 | 12.95 | 17.57 | 24.70 |
| Draw Down(%) | NA | 19.21 | 32.43 | 32.43 | 32.43 | NA | NA | … | … | 18.94 | 11.00 | 32.43 | 6.82 | 17.45 | 2.33 | 8.79 | 11.82 | 7.45 | 5.59 | 11.02 | 17.17 | 14.89 | 21.24 | 46.10 | 8.44 | 10.12 | 7.33 | 11.97 | 12.41 | 10.51 |
| Yield(%) | 0.00 | 8.93 | 9.90 | 10.69 | 11.09 | 8.75 | 9.68 | … | … | 0.00 | 12.34 | 8.54 | 9.79 | 9.87 | 8.30 | 6.13 | 6.20 | 4.16 | 1.91 | 0.94 | 0.55 | 0.78 | 0.50 | 0.00 | 0.32 | 0.00 | 0.00 | 0.60 | 0.00 | 0.00 |
Data as of 07/27/2022, 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 |
|---|---|---|---|---|
| EISTX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529A) |
-13.11%
Feb 2006 – Feb 2009 |
-5.82%
Feb 2004 – Feb 2009 |
6.05%
Nov 2002 – Nov 2012 |
8.12%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISTX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529A) |
29.24%
Dec 2018 – Dec 2021 |
22.85%
Dec 2016 – Dec 2021 |
17.53%
Dec 2011 – Dec 2021 |
12.62%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart