Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVAEX (MFS Value 529 Port E) | 5.62% | 14.48% | 13.44% | 7.86% | 9.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVAEX (MFS Value 529 Port E) | 10/23/2013 | 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 (%) | 0.71 | 14.48 | 13.44 | 7.86 | 9.89 | NA | NA | … | … | 5.62 | 14.31 | 13.06 | 7.60 | -5.59 | 25.07 | 3.73 | 29.88 | -9.98 | 17.58 | 13.91 | -1.65 | 12.49 | 6.24 |
| Sharpe Ratio | NA | 1.10 | 0.87 | 0.37 | 0.50 | NA | NA | … | … | 0.88 | 0.78 | 0.66 | 0.28 | -0.35 | 2.26 | 0.10 | 2.47 | -0.75 | 2.38 | 1.03 | -0.11 | 1.12 | 4.19 |
| Standard Deviation(%) | NA | 10.26 | 12.08 | 14.10 | 16.53 | NA | NA | … | … | 11.22 | 14.87 | 9.99 | 12.26 | 20.23 | 11.10 | 34.47 | 11.52 | 15.08 | 7.14 | 13.26 | 15.76 | 11.12 | 9.13 |
| Draw Down(%) | NA | 6.77 | 12.94 | 17.65 | 36.73 | NA | NA | … | … | 6.77 | 12.61 | 7.09 | 9.61 | 17.65 | 4.78 | 36.73 | 5.58 | 20.07 | 3.48 | 8.60 | 11.58 | 7.64 | 2.35 |
| 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 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVAEX (MFS Value 529 Port E) |
-0.02%
Mar 2017 – Mar 2020 |
3.12%
Mar 2015 – Mar 2020 |
8.24%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVAEX (MFS Value 529 Port E) |
19.00%
Dec 2018 – Dec 2021 |
14.97%
Mar 2020 – Mar 2025 |
11.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart