Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIEX (MFS INTERNATIONAL DIVERSIFICATION FUND 529A) | NA | -2.33% | -1.62% | 5.70% | 1.94% | NA | NA | … | … |
Data as of 12/29/2016, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIEX (MFS INTERNATIONAL DIVERSIFICATION FUND 529A) | 12/29/2004 | 12/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.33 | -1.62 | 5.70 | 1.94 | NA | NA | … | … | -0.72 | -0.11 | -4.11 | 16.96 | 18.10 | -9.50 | 13.14 | 34.15 | -40.36 | 12.56 | 26.86 | 16.34 | 0.63 |
| Sharpe Ratio | NA | -0.17 | -0.12 | 0.43 | 0.07 | NA | NA | … | … | -0.06 | -0.01 | -0.42 | 1.55 | 1.27 | -0.39 | 0.71 | 1.28 | -1.03 | 0.59 | 1.70 | 1.49 | 10.79 |
| Standard Deviation(%) | NA | 14.68 | 13.03 | 12.95 | 21.06 | NA | NA | … | … | 14.45 | 13.92 | 9.80 | 10.89 | 14.29 | 24.74 | 18.51 | 26.61 | 39.91 | 16.33 | 13.92 | 9.52 | 10.94 |
| Draw Down(%) | NA | 12.08 | 19.42 | 19.42 | 56.92 | NA | NA | … | … | 10.64 | 14.86 | 11.94 | 9.08 | 13.38 | 22.24 | 16.20 | 26.08 | 52.41 | 12.16 | 16.68 | 8.10 | 0.17 |
| Yield(%) | 0.00 | 1.58 | 0.89 | 1.20 | 2.04 | 2.58 | 1.94 | … | … | 0.00 | 1.59 | 1.18 | 0.98 | 1.15 | 0.76 | 0.74 | 1.81 | 2.17 | 11.28 | 6.15 | 3.12 | 0.62 |
Data as of 12/29/2016, Common starting date is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIEX (MFS INTERNATIONAL DIVERSIFICATION FUND 529A) |
-13.66%
Feb 2006 – Feb 2009 |
-3.25%
May 2007 – May 2012 |
2.27%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIEX (MFS INTERNATIONAL DIVERSIFICATION FUND 529A) |
23.38%
Feb 2009 – Feb 2012 |
18.46%
Feb 2009 – Feb 2014 |
7.23%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart