Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMICX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529C) | NA | 3.50% | 16.24% | 16.74% | 14.40% | 10.36% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMICX (MASSACHUSETTS INVESTORS GROWTH STOCK 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 | 3.50 | 16.24 | 16.74 | 14.40 | 10.36 | NA | … | … | -9.22 | 9.60 | 21.45 | 38.75 | -0.01 | 27.64 | 5.26 | -0.84 | 10.63 | 29.14 | 15.95 | 0.52 | 13.50 | 39.51 | -37.46 | 10.53 | 6.56 | 2.93 | 9.05 | 21.45 | -5.95 |
| Sharpe Ratio | NA | 0.24 | 0.71 | 0.82 | 0.85 | NA | NA | … | … | -1.38 | 0.53 | 0.64 | 2.71 | -0.08 | 4.09 | 0.37 | -0.06 | 0.92 | 2.58 | 1.19 | 0.02 | 0.79 | 1.61 | -1.00 | 0.50 | 0.29 | 0.08 | 0.62 | 1.19 | -0.72 |
| Standard Deviation(%) | NA | 14.37 | 22.47 | 19.44 | 16.46 | NA | NA | … | … | 17.88 | 18.08 | 33.26 | 13.80 | 16.87 | 6.63 | 13.61 | 15.14 | 11.49 | 11.30 | 13.53 | 23.61 | 16.90 | 24.42 | 38.46 | 15.10 | 11.24 | 10.03 | 12.99 | 17.46 | 24.80 |
| Draw Down(%) | NA | 15.28 | 32.49 | 32.49 | 32.49 | NA | NA | … | … | 15.00 | 13.02 | 32.49 | 6.82 | 17.63 | 2.36 | 8.89 | 12.04 | 7.52 | 5.65 | 11.13 | 17.23 | 15.22 | 21.25 | 46.41 | 8.41 | 10.45 | 7.56 | 12.29 | 12.33 | 10.68 |
| Yield(%) | 0.00 | 13.60 | 12.43 | 12.41 | 11.65 | 8.87 | 9.61 | … | … | 0.00 | 15.18 | 10.22 | 11.34 | 10.76 | 8.80 | 6.31 | 6.35 | 3.97 | 1.46 | 0.31 | 0.00 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 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 |
|---|---|---|---|---|
| EMICX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529C) |
-13.67%
Feb 2006 – Feb 2009 |
-6.39%
Feb 2004 – Feb 2009 |
5.37%
Nov 2002 – Nov 2012 |
7.37%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMICX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529C) |
28.26%
Dec 2018 – Dec 2021 |
21.92%
Feb 2009 – Feb 2014 |
16.63%
Dec 2011 – Dec 2021 |
11.81%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart