Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDINX (MFS INTERNATIONAL DIVERSIFICATION FUND 529C) | NA | 0.53% | -1.17% | 5.66% | 1.57% | NA | NA | … | … |
Data as of 12/29/2016, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDINX (MFS INTERNATIONAL DIVERSIFICATION FUND 529C) | 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 | 0.53 | -1.17 | 5.66 | 1.57 | NA | NA | … | … | 2.22 | -0.89 | -4.83 | 16.03 | 17.21 | -10.21 | 12.35 | 33.04 | -40.69 | 11.93 | 26.04 | 15.59 | 0.58 |
| Sharpe Ratio | NA | 0.02 | -0.09 | 0.43 | 0.05 | NA | NA | … | … | 0.14 | -0.07 | -0.50 | 1.47 | 1.21 | -0.41 | 0.66 | 1.24 | -1.04 | 0.55 | 1.64 | 1.41 | 12.53 |
| Standard Deviation(%) | NA | 14.36 | 12.88 | 12.87 | 21.05 | NA | NA | … | … | 14.14 | 13.88 | 9.76 | 10.90 | 14.33 | 24.77 | 18.56 | 26.61 | 39.92 | 16.36 | 13.93 | 9.49 | 8.48 |
| Draw Down(%) | NA | 12.15 | 19.85 | 19.85 | 57.27 | NA | NA | … | … | 10.68 | 15.05 | 12.14 | 9.18 | 13.53 | 22.49 | 16.26 | 26.09 | 52.58 | 12.23 | 16.73 | 8.11 | 0.09 |
| Yield(%) | 0.00 | 1.29 | 0.54 | 0.59 | 1.61 | 2.09 | 1.57 | … | … | 0.00 | 1.29 | 0.41 | 0.31 | 0.36 | 0.13 | 0.25 | 1.24 | 2.17 | 10.59 | 5.57 | 2.46 | 0.49 |
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 |
|---|---|---|---|---|
| MDINX (MFS INTERNATIONAL DIVERSIFICATION FUND 529C) |
-14.20%
Feb 2006 – Feb 2009 |
-3.94%
May 2007 – May 2012 |
1.88%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDINX (MFS INTERNATIONAL DIVERSIFICATION FUND 529C) |
22.44%
Feb 2009 – Feb 2012 |
17.56%
Feb 2009 – Feb 2014 |
6.47%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart