Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBCGX (MFS MID CAP GROWTH FUND 529B) | NA | -4.63% | 12.13% | 14.71% | 13.51% | 8.00% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBCGX (MFS MID CAP GROWTH FUND 529B) | 08/30/2002 | 05/06/2022 |
| 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 | -4.63 | 12.13 | 14.71 | 13.51 | 8.00 | NA | … | … | -15.78 | 8.47 | 34.48 | 36.32 | 0.04 | 24.96 | 3.57 | 3.46 | 7.71 | 35.79 | 15.12 | -6.80 | 27.60 | 40.52 | -51.58 | 8.47 | 1.16 | 1.65 | 13.33 | 36.61 | -3.35 |
| Sharpe Ratio | NA | -0.25 | 0.49 | 0.67 | 0.73 | NA | NA | … | … | -1.60 | 0.45 | 1.03 | 2.55 | -0.07 | 2.90 | 0.23 | 0.22 | 0.56 | 2.79 | 0.98 | -0.25 | 1.35 | 1.46 | -1.23 | 0.31 | -0.15 | -0.04 | 0.74 | 1.81 | -0.36 |
| Standard Deviation(%) | NA | 18.84 | 24.09 | 20.95 | 17.92 | NA | NA | … | … | 24.64 | 18.64 | 33.15 | 13.68 | 18.47 | 8.43 | 14.89 | 15.61 | 13.85 | 12.81 | 15.56 | 27.73 | 20.44 | 27.72 | 42.53 | 17.54 | 14.62 | 11.67 | 16.72 | 19.85 | 29.27 |
| Draw Down(%) | NA | 24.53 | 33.70 | 33.70 | 33.70 | NA | NA | … | … | 22.54 | 12.44 | 33.70 | 6.59 | 22.20 | 2.80 | 13.87 | 11.83 | 8.80 | 4.88 | 11.75 | 23.07 | 15.80 | 20.58 | 60.04 | 11.59 | 15.91 | 11.65 | 17.69 | 11.38 | 16.37 |
| Yield(%) | 0.00 | 5.07 | 3.35 | 5.76 | 6.82 | 4.06 | 5.14 | … | … | 0.00 | 5.17 | 1.40 | 1.49 | 5.54 | 12.11 | 6.71 | 3.35 | 8.25 | 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 05/06/2022, Common starting date is 08/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBCGX (MFS MID CAP GROWTH FUND 529B) |
-22.84%
Feb 2006 – Feb 2009 |
-12.47%
Feb 2004 – Feb 2009 |
3.29%
Feb 2006 – Feb 2016 |
5.73%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBCGX (MFS MID CAP GROWTH FUND 529B) |
27.74%
Dec 2018 – Dec 2021 |
24.59%
Feb 2009 – Feb 2014 |
17.10%
Feb 2009 – Feb 2019 |
10.48%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart