Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELDCX (MFS LIMITED MATURITY FUND 529C) | NA | -3.61% | 0.46% | 0.72% | 0.44% | 0.97% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELDCX (MFS LIMITED MATURITY 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 | -3.61 | 0.46 | 0.72 | 0.44 | 0.97 | NA | … | … | -2.64 | -1.09 | 3.16 | 3.79 | 0.30 | 0.62 | 0.62 | -0.87 | -0.13 | -0.49 | 2.53 | 0.24 | 2.70 | 10.15 | -5.21 | 2.89 | 3.58 | 0.48 | 0.27 | -0.67 | 0.59 |
| Sharpe Ratio | NA | -2.69 | 0.03 | 0.00 | 0.01 | NA | NA | … | … | -4.82 | -0.96 | 0.94 | 1.47 | -0.91 | -0.01 | 0.41 | -0.73 | -0.13 | -0.48 | 2.28 | 0.13 | 1.39 | 4.21 | -1.91 | -0.07 | 0.16 | -1.05 | -0.35 | -0.67 | 0.19 |
| Standard Deviation(%) | NA | 1.39 | 2.15 | 1.83 | 1.52 | NA | NA | … | … | 1.61 | 1.16 | 3.09 | 1.62 | 1.14 | 1.18 | 0.99 | 1.22 | 1.14 | 1.09 | 1.09 | 1.61 | 1.88 | 2.39 | 3.21 | 2.09 | 1.74 | 1.61 | 1.96 | 2.04 | 2.16 |
| Draw Down(%) | NA | 3.65 | 6.57 | 6.57 | 6.57 | NA | NA | … | … | 2.64 | 1.17 | 6.57 | 0.66 | 0.71 | 0.75 | 0.90 | 1.15 | 0.86 | 1.34 | 0.49 | 1.30 | 1.41 | 1.06 | 7.88 | 0.78 | 0.47 | 0.99 | 2.02 | 2.35 | 1.46 |
| Yield(%) | 0.00 | 0.27 | 1.02 | 1.11 | 0.85 | 1.49 | 1.60 | … | … | 0.01 | 0.49 | 1.37 | 1.73 | 1.30 | 0.79 | 0.45 | 0.30 | 0.36 | 0.82 | 1.69 | 2.02 | 2.37 | 3.44 | 3.59 | 3.93 | 3.50 | 2.91 | 2.94 | 0.79 | 0.01 |
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 |
|---|---|---|---|---|
| ELDCX (MFS LIMITED MATURITY FUND 529C) |
-0.50%
Dec 2012 – Dec 2015 |
-0.24%
Apr 2013 – Apr 2018 |
0.44%
Mar 2012 – Mar 2022 |
0.96%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELDCX (MFS LIMITED MATURITY FUND 529C) |
4.53%
Nov 2008 – Nov 2011 |
3.20%
Nov 2008 – Nov 2013 |
1.76%
Jun 2004 – Jun 2014 |
1.55%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart