Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVAAX (MFS Value 529 Port Ag) | 5.52% | 14.21% | 13.17% | 7.59% | 9.62% | 7.87% | 5.85% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVAAX (MFS Value 529 Port Ag) | 06/21/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 14.21 | 13.17 | 7.59 | 9.62 | 7.87 | 5.85 | … | … | 5.52 | 14.05 | 12.77 | 7.34 | -5.83 | 24.77 | 3.50 | 29.52 | -10.54 | 17.72 | 13.63 | -1.86 | 11.42 | -30.71 |
| Sharpe Ratio | NA | 1.07 | 0.84 | 0.10 | 0.22 | NA | NA | … | … | 0.85 | 0.77 | 0.63 | 0.25 | -0.36 | 0.24 | 0.09 | 2.44 | -0.74 | 2.51 | 1.01 | -0.12 | 1.03 | -0.04 |
| Standard Deviation(%) | NA | 10.27 | 12.08 | 47.18 | 35.90 | NA | NA | … | … | 11.25 | 14.88 | 10.00 | 12.24 | 20.25 | 101.84 | 34.43 | 11.52 | 16.01 | 6.85 | 13.23 | 15.40 | 11.10 | 98.80 |
| Draw Down(%) | NA | 6.78 | 13.02 | 51.19 | 51.19 | NA | NA | … | … | 6.78 | 12.65 | 7.09 | 9.64 | 17.81 | 51.19 | 36.75 | 5.58 | 20.26 | 3.47 | 8.68 | 11.55 | 7.62 | 34.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVAAX (MFS Value 529 Port Ag) |
-0.25%
Mar 2017 – Mar 2020 |
2.87%
Mar 2015 – Mar 2020 |
7.69%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVAAX (MFS Value 529 Port Ag) |
18.70%
Dec 2018 – Dec 2021 |
14.68%
Mar 2020 – Mar 2025 |
10.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart