Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EALMX (MFS LIMITED MATURITY FUND 529A) | NA | -3.51% | 0.75% | 1.30% | 1.16% | 1.76% | NA | … | … |
Data as of 07/27/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EALMX (MFS LIMITED MATURITY FUND 529A) | 07/31/2002 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.51 | 0.75 | 1.30 | 1.16 | 1.76 | NA | … | … | -3.39 | -0.04 | 3.96 | 4.84 | 0.96 | 1.43 | 1.43 | -0.07 | 0.69 | 0.39 | 3.45 | 1.22 | 3.60 | 11.21 | -4.47 | 3.66 | 4.19 | 1.21 | 0.99 | -0.45 | 0.59 |
| Sharpe Ratio | NA | -2.39 | 0.18 | 0.30 | 0.46 | NA | NA | … | … | -3.71 | -0.05 | 1.18 | 2.06 | -0.31 | 0.66 | 1.12 | -0.08 | 0.56 | 0.31 | 2.49 | 0.72 | 1.79 | 4.30 | -1.61 | 0.31 | 0.49 | -0.59 | 0.02 | -0.55 | 0.18 |
| Standard Deviation(%) | NA | 1.61 | 2.22 | 1.90 | 1.59 | NA | NA | … | … | 1.76 | 1.20 | 3.14 | 1.67 | 1.20 | 1.22 | 1.08 | 1.21 | 1.20 | 1.16 | 1.38 | 1.65 | 1.97 | 2.59 | 3.35 | 2.08 | 1.83 | 1.63 | 2.00 | 2.06 | 2.15 |
| Draw Down(%) | NA | 3.79 | 6.57 | 6.57 | 6.57 | NA | NA | … | … | 3.39 | 0.71 | 6.57 | 0.66 | 0.51 | 0.55 | 0.70 | 0.68 | 0.66 | 1.16 | 0.49 | 1.13 | 1.17 | 1.20 | 7.13 | 0.78 | 0.63 | 0.90 | 1.85 | 2.31 | 1.60 |
| Yield(%) | 0.00 | 0.85 | 1.69 | 1.88 | 1.62 | 2.25 | 2.29 | … | … | 0.30 | 1.26 | 2.22 | 2.59 | 2.12 | 1.59 | 1.26 | 1.10 | 1.19 | 1.70 | 2.60 | 2.99 | 3.24 | 4.44 | 4.34 | 4.67 | 4.25 | 3.62 | 3.64 | 1.01 | 0.01 |
Data as of 07/27/2022, Common starting date is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EALMX (MFS LIMITED MATURITY FUND 529A) |
0.34%
Dec 2012 – Dec 2015 |
0.58%
Apr 2013 – Apr 2018 |
1.20%
May 2012 – May 2022 |
1.75%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EALMX (MFS LIMITED MATURITY FUND 529A) |
5.50%
Nov 2008 – Nov 2011 |
4.15%
Nov 2008 – Nov 2013 |
2.59%
Jun 2004 – Jun 2014 |
2.39%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison Chart