Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMHCX (MFS HIGH INCOME FUND 529C) | NA | -3.33% | 2.07% | 2.33% | 3.55% | 3.93% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMHCX (MFS HIGH INCOME 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 | -3.33 | 2.07 | 2.33 | 3.55 | 3.93 | NA | … | … | -5.58 | 2.83 | 3.31 | 13.50 | -4.09 | 5.29 | 12.47 | -4.85 | 1.69 | 5.31 | 13.20 | 3.38 | 14.83 | 45.36 | -28.98 | 0.78 | 9.95 | 1.38 | 7.89 | 14.83 | 2.03 |
| Sharpe Ratio | NA | -0.86 | 0.24 | 0.28 | 0.61 | NA | NA | … | … | -3.10 | 0.88 | 0.28 | 3.67 | -1.50 | 1.63 | 2.13 | -1.10 | 0.44 | 1.48 | 3.74 | 0.58 | 3.18 | 5.93 | -2.55 | -0.50 | 2.14 | -0.21 | 1.93 | 3.87 | 0.91 |
| Standard Deviation(%) | NA | 4.02 | 6.99 | 5.82 | 5.11 | NA | NA | … | … | 5.05 | 3.18 | 10.99 | 3.29 | 3.62 | 2.87 | 5.72 | 4.42 | 3.78 | 3.56 | 3.54 | 5.79 | 4.64 | 7.63 | 11.68 | 4.53 | 3.12 | 3.79 | 3.60 | 3.65 | 4.27 |
| Draw Down(%) | NA | 6.76 | 19.57 | 19.57 | 19.57 | NA | NA | … | … | 6.76 | 2.33 | 19.57 | 1.18 | 5.58 | 2.02 | 5.27 | 9.45 | 5.54 | 5.56 | 2.94 | 9.34 | 5.03 | 9.52 | 35.97 | 6.99 | 2.89 | 6.21 | 4.93 | 4.20 | 4.87 |
| Yield(%) | 0.00 | 2.93 | 3.49 | 3.55 | 4.21 | 4.43 | 5.18 | … | … | 0.57 | 3.50 | 3.67 | 4.19 | 3.57 | 4.05 | 4.97 | 4.56 | 4.81 | 5.15 | 6.04 | 6.21 | 7.20 | 9.55 | 6.55 | 6.71 | 6.96 | 6.50 | 6.05 | 1.97 | 0.03 |
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 |
|---|---|---|---|---|
| EMHCX (MFS HIGH INCOME FUND 529C) |
-9.24%
Nov 2005 – Nov 2008 |
-3.59%
Nov 2003 – Nov 2008 |
3.58%
Apr 2012 – Apr 2022 |
3.93%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMHCX (MFS HIGH INCOME FUND 529C) |
22.03%
Feb 2009 – Feb 2012 |
16.79%
Nov 2008 – Nov 2013 |
9.34%
Nov 2008 – Nov 2018 |
6.12%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart