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 Asset Allocation Composite Moderate | NA | 8.67% | 5.20% | 9.07% | 5.89% | 6.66% | NA | 6.80% |
Data as of 09/30/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The MFS Oregon 529 Savings Plan Asset Allocation Composite Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 8.67 | 5.20 | 9.07 | 5.89 | 6.66 | NA | 6.80 | 4.76 | -0.10 | 4.65 | 16.67 | 13.33 | -1.68 | 15.01 | 29.98 | -27.37 | 7.19 | 8.75 | 3.99 | 12.10 | 21.69 | 1.49 | 2.31 |
| Sharpe Ratio | NA | 0.53 | 0.40 | 1.03 | 0.41 | NA | NA | 0.52 | 0.59 | -0.02 | 0.73 | 2.55 | 1.71 | -0.11 | 1.39 | 2.05 | -1.40 | 0.43 | 0.73 | 0.31 | 1.38 | 1.98 | 0.04 | 0.01 |
| Standard Deviation(%) | NA | 7.69 | 7.55 | 7.41 | 11.59 | NA | NA | 10.30 | 7.69 | 8.46 | 6.39 | 6.53 | 7.76 | 15.28 | 10.77 | 14.61 | 20.17 | 9.66 | 7.49 | 5.80 | 8.09 | 10.59 | 9.27 | 0.05 |
| Draw Down(%) | NA | 6.16 | 9.10 | 9.10 | 38.11 | NA | NA | 38.11 | 5.73 | 7.19 | 5.76 | 5.16 | 6.81 | 14.55 | 8.71 | 14.28 | 34.11 | 7.78 | 8.34 | 5.64 | 6.46 | 7.60 | 10.01 | 0.00 |
| Yield(%) | NA | 3.34 | 3.32 | 3.21 | 3.04 | NA | NA | 2.95 | 3.37 | 3.34 | 3.31 | 3.19 | 2.85 | 1.80 | 1.97 | 3.00 | 2.50 | 4.97 | 4.66 | 4.72 | 3.96 | 0.27 | 0.91 | 2.31 |
Data as of 09/30/2016, 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 Asset Allocation Composite Moderate |
-8.81%
Feb 2006 - Feb 2009 |
-2.77%
Feb 2004 - Feb 2009 |
4.95%
Jan 2006 - Jan 2016 |
6.16%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The MFS Oregon 529 Savings Plan Asset Allocation Composite Moderate |
19.75%
Feb 2009 - Feb 2012 |
16.42%
Feb 2009 - Feb 2014 |
7.95%
Mar 2003 - Mar 2013 |
6.69%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart