Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBMDX (MFS MODERATE ALLOCATION FUND 529B) | NA | -0.81% | -7.43% | -1.92% | 2.10% | 2.23% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBMDX (MFS MODERATE ALLOCATION 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 | -0.81 | -7.43 | -1.92 | 2.10 | 2.23 | NA | … | … | -6.34 | -34.26 | 13.31 | 20.80 | -5.27 | 13.92 | 5.67 | -1.70 | 3.27 | 13.57 | 12.15 | -0.49 | 13.57 | 26.08 | -26.63 | 7.29 | 9.35 | 4.16 | 9.55 | 17.79 | -0.62 |
| Sharpe Ratio | NA | -0.11 | -0.27 | -0.11 | 0.10 | NA | NA | … | … | -1.79 | -0.72 | 0.70 | 3.07 | -0.78 | 3.56 | 0.67 | -0.21 | 0.52 | 2.03 | 1.59 | -0.04 | 1.24 | 1.61 | -1.18 | 0.46 | 0.88 | 0.35 | 1.24 | 2.05 | -0.22 |
| Standard Deviation(%) | NA | 8.12 | 29.52 | 23.29 | 17.24 | NA | NA | … | … | 9.79 | 47.33 | 18.70 | 6.31 | 8.43 | 3.74 | 8.07 | 8.10 | 6.22 | 6.66 | 7.68 | 13.63 | 10.84 | 16.12 | 23.29 | 9.34 | 6.92 | 5.72 | 6.94 | 8.33 | 13.01 |
| Draw Down(%) | NA | 10.10 | 39.27 | 39.27 | 39.27 | NA | NA | … | … | 9.58 | 39.27 | 23.51 | 2.93 | 11.46 | 1.27 | 6.21 | 8.15 | 5.29 | 5.69 | 6.43 | 12.51 | 8.43 | 16.65 | 35.01 | 5.93 | 6.82 | 4.71 | 5.82 | 7.41 | 8.07 |
| Yield(%) | 0.00 | 5.56 | 4.94 | 4.89 | 4.21 | 3.56 | 4.31 | … | … | 0.00 | 6.00 | 3.92 | 4.47 | 4.84 | 4.19 | 2.17 | 4.77 | 1.48 | 0.99 | 1.57 | 1.76 | 1.50 | 2.64 | 2.53 | 4.87 | 3.19 | 2.29 | 1.18 | 0.81 | 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 |
|---|---|---|---|---|
| EBMDX (MFS MODERATE ALLOCATION FUND 529B) |
-8.88%
Feb 2006 – Feb 2009 |
-3.01%
Feb 2004 – Feb 2009 |
1.97%
Apr 2012 – Apr 2022 |
2.31%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBMDX (MFS MODERATE ALLOCATION FUND 529B) |
19.08%
Feb 2009 – Feb 2012 |
15.46%
Feb 2009 – Feb 2014 |
9.71%
Feb 2009 – Feb 2019 |
6.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart