Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMIVX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529B) | NA | 4.20% | 16.95% | 17.23% | 14.64% | 10.51% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMIVX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529B) | 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 | 4.20 | 16.95 | 17.23 | 14.64 | 10.51 | NA | … | … | -9.08 | 10.50 | 22.37 | 39.03 | 0.23 | 27.68 | 5.28 | -0.86 | 10.59 | 29.18 | 16.02 | 0.52 | 13.49 | 39.49 | -37.52 | 10.48 | 6.62 | 2.83 | 8.87 | 21.61 | -6.04 |
| Sharpe Ratio | NA | 0.29 | 0.74 | 0.85 | 0.87 | NA | NA | … | … | -1.35 | 0.58 | 0.66 | 2.73 | -0.07 | 4.11 | 0.37 | -0.06 | 0.92 | 2.58 | 1.19 | 0.02 | 0.79 | 1.61 | -1.00 | 0.49 | 0.30 | 0.07 | 0.62 | 1.19 | -0.72 |
| Standard Deviation(%) | NA | 14.30 | 22.44 | 19.42 | 16.44 | NA | NA | … | … | 18.04 | 17.96 | 33.22 | 13.80 | 16.88 | 6.62 | 13.57 | 15.14 | 11.48 | 11.29 | 13.49 | 23.61 | 16.86 | 24.46 | 38.52 | 15.14 | 11.24 | 10.04 | 12.85 | 17.60 | 24.88 |
| Draw Down(%) | NA | 15.15 | 32.43 | 32.43 | 32.43 | NA | NA | … | … | 14.87 | 12.98 | 32.43 | 6.82 | 17.61 | 2.38 | 8.84 | 12.03 | 7.53 | 5.68 | 11.15 | 17.23 | 15.20 | 21.29 | 46.50 | 8.44 | 10.41 | 7.60 | 12.33 | 12.38 | 10.54 |
| Yield(%) | 0.00 | 13.57 | 12.51 | 12.49 | 11.70 | 8.90 | 9.64 | … | … | 0.00 | 15.19 | 10.31 | 11.22 | 10.94 | 8.62 | 6.17 | 6.29 | 3.91 | 1.45 | 0.21 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 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 |
|---|---|---|---|---|
| EMIVX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529B) |
-13.68%
Feb 2006 – Feb 2009 |
-6.44%
Feb 2004 – Feb 2009 |
5.34%
Nov 2002 – Nov 2012 |
7.36%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMIVX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND 529B) |
28.99%
Dec 2018 – Dec 2021 |
22.39%
Dec 2016 – Dec 2021 |
16.86%
Dec 2011 – Dec 2021 |
11.92%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart