Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | -5.01% | 7.00% | 6.58% | 5.84% | 5.23% | 6.10% | 5.94% |
Data as of 04/29/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | -5.01 | 7.00 | 6.58 | 5.84 | 5.23 | 6.10 | 5.94 | -8.80 | 7.86 | 15.12 | 20.40 | -4.41 | 10.22 | -0.32 | -0.05 | 4.65 | 10.64 | 13.09 | 0.69 | 11.22 | 27.16 | -21.65 | 5.84 | 10.80 | 4.65 | 10.46 | 11.60 | 2.68 | 2.31 |
| Sharpe Ratio | NA | -0.91 | 0.45 | 0.51 | 0.63 | NA | NA | 0.62 | -1.01 | 1.00 | 0.92 | 2.71 | -0.72 | 2.35 | -0.06 | -0.01 | 0.71 | 2.41 | 2.59 | 0.07 | 1.69 | 2.49 | -1.66 | 0.42 | 1.48 | 0.61 | 1.63 | 2.18 | 0.59 | 0.01 |
| Standard Deviation(%) | NA | 8.03 | 11.46 | 9.90 | 8.44 | NA | NA | 7.82 | 9.09 | 7.79 | 16.14 | 7.02 | 7.92 | 4.08 | 8.50 | 8.48 | 6.52 | 4.41 | 5.03 | 9.17 | 6.57 | 10.86 | 13.61 | 6.81 | 5.09 | 4.03 | 5.85 | 4.99 | 2.66 | 0.05 |
| Draw Down(%) | NA | 10.49 | 21.90 | 21.90 | 21.90 | NA | NA | 29.43 | 9.93 | 4.58 | 21.90 | 3.75 | 10.41 | 2.78 | 6.15 | 7.60 | 4.77 | 4.66 | 4.45 | 9.48 | 5.50 | 9.92 | 28.03 | 4.80 | 5.93 | 4.48 | 5.76 | 4.41 | 2.68 | 0.00 |
| Yield(%) | NA | 3.89 | 3.19 | 3.08 | 2.86 | NA | NA | 3.39 | 0.20 | 4.14 | 2.58 | 3.80 | 5.51 | 0.15 | 0.08 | 5.45 | 2.76 | 3.01 | 3.32 | 3.13 | 3.09 | 2.80 | 4.24 | 7.71 | 5.30 | 5.00 | 4.76 | 1.04 | 0.88 | 2.31 |
Data as of 04/29/2022, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.19%
Feb 2006 - Feb 2009 |
-0.30%
Feb 2004 - Feb 2009 |
4.41%
Dec 2006 - Dec 2016 |
4.79%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
16.63%
Feb 2009 - Feb 2012 |
13.72%
Feb 2009 - Feb 2014 |
8.32%
Feb 2009 - Feb 2019 |
6.46%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart