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 - Optimal Moderate | NA | -5.87% | 6.61% | 6.85% | 7.02% | 5.79% | 7.20% | 6.98% |
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 - Optimal 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 (%) | -1.56 | -5.87 | 6.61 | 6.85 | 7.02 | 5.79 | 7.20 | 6.98 | -11.66 | 9.63 | 14.24 | 21.89 | -3.18 | 9.52 | 3.57 | 1.97 | 4.84 | 17.38 | 12.71 | -1.34 | 15.72 | 26.00 | -25.02 | 6.55 | 8.96 | 7.02 | 13.88 | 21.69 | 1.49 | 2.31 |
| Sharpe Ratio | NA | -1.03 | 0.33 | 0.48 | 0.72 | NA | NA | 0.56 | -1.22 | 1.18 | 0.81 | 2.93 | -0.50 | 2.29 | 0.42 | 0.23 | 0.75 | 2.72 | 1.58 | -0.09 | 1.36 | 1.85 | -1.24 | 0.36 | 0.77 | 0.82 | 1.71 | 1.98 | 0.04 | 0.01 |
| Standard Deviation(%) | NA | 8.69 | 12.22 | 10.60 | 8.98 | NA | NA | 10.34 | 9.87 | 8.18 | 17.31 | 7.00 | 9.04 | 3.89 | 7.93 | 8.55 | 6.44 | 6.38 | 7.98 | 15.46 | 11.50 | 14.03 | 20.93 | 9.79 | 7.42 | 5.94 | 7.58 | 10.59 | 9.27 | 0.05 |
| Draw Down(%) | NA | 12.32 | 24.10 | 24.10 | 24.10 | NA | NA | 35.24 | 12.32 | 4.76 | 24.10 | 3.21 | 11.12 | 2.35 | 6.14 | 7.61 | 5.88 | 4.42 | 6.77 | 14.60 | 9.81 | 13.04 | 32.73 | 7.71 | 8.23 | 5.11 | 6.34 | 7.59 | 10.01 | 0.00 |
| Yield(%) | NA | 3.74 | 2.90 | 2.74 | 3.01 | NA | NA | 3.21 | 0.15 | 4.09 | 3.37 | 2.32 | 4.47 | 0.28 | 1.51 | 6.52 | 3.45 | 3.21 | 2.58 | 1.78 | 1.83 | 2.83 | 2.64 | 6.35 | 4.65 | 7.21 | 4.62 | 0.27 | 0.91 | 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 - Optimal Moderate |
-7.86%
Feb 2006 - Feb 2009 |
-1.18%
Feb 2004 - Feb 2009 |
5.17%
May 2007 - May 2017 |
5.48%
May 2007 - May 2022 |
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 - Optimal Moderate |
18.58%
Feb 2009 - Feb 2012 |
15.73%
Feb 2009 - Feb 2014 |
10.11%
Feb 2009 - Feb 2019 |
7.80%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart