Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MINWX (MFS International Value W) | NA | -1.93% | 2.60% | 0.47% | NA | NA | NA | 1.23% |
Data as of 01/22/2013, AR inception is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINWX (MFS International Value W) | 05/03/2006 | 01/22/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.93 | 2.60 | 0.47 | NA | NA | NA | 1.23 | 0.00 | 0.25 | -1.80 | 9.32 | 24.77 | -31.25 | 7.30 | 8.67 |
| Sharpe Ratio | NA | -0.19 | 0.16 | 0.01 | NA | NA | NA | 0.01 | 0.00 | 0.02 | -0.09 | 0.56 | 0.97 | -0.90 | 0.31 | 0.76 |
| Standard Deviation(%) | NA | 7.67 | 16.13 | 23.31 | NA | NA | NA | 21.21 | NA | 8.42 | 21.16 | 16.41 | 25.31 | 35.72 | 13.67 | 13.08 |
| Draw Down(%) | NA | 9.65 | 15.70 | 50.30 | NA | NA | NA | 51.75 | 0.00 | 9.65 | 15.70 | 15.66 | 27.56 | 44.75 | 10.29 | 13.74 |
| Yield(%) | 0.00 | 0.00 | 1.02 | 2.23 | 2.75 | 1.83 | 1.37 | 4.58 | 0.00 | 0.00 | 1.59 | 1.29 | 1.20 | 6.99 | 8.57 | 8.97 |
Data as of 01/22/2013, AR inception is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINWX (MFS International Value W) |
-8.23%
May 2007 - May 2010 |
-2.52%
Oct 2007 - Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINWX (MFS International Value W) |
21.76%
Feb 2009 - Feb 2012 |
4.13%
Jun 2006 - Jun 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart