Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECACX (MFS CONSERVATIVE ALLOCATION FUND 529C) | NA | -2.14% | -8.01% | -2.96% | 0.69% | 1.73% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECACX (MFS CONSERVATIVE ALLOCATION FUND 529C) | 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 | -2.14 | -8.01 | -2.96 | 0.69 | 1.73 | NA | … | … | -5.74 | -31.98 | 10.67 | 16.21 | -3.89 | 9.98 | 4.51 | -1.60 | 3.15 | 7.82 | 9.74 | 1.64 | 10.34 | 21.10 | -17.19 | 6.33 | 7.67 | 3.02 | 6.27 | 10.66 | -0.10 |
| Sharpe Ratio | NA | -0.39 | -0.33 | -0.19 | 0.02 | NA | NA | … | … | -2.28 | -0.76 | 0.81 | 3.51 | -0.92 | 3.48 | 0.79 | -0.30 | 0.76 | 1.63 | 1.97 | 0.19 | 1.45 | 1.96 | -1.22 | 0.55 | 0.96 | 0.22 | 1.15 | 1.83 | -0.16 |
| Standard Deviation(%) | NA | 5.79 | 25.45 | 19.95 | 14.52 | NA | NA | … | … | 7.03 | 42.00 | 12.87 | 4.22 | 5.69 | 2.70 | 5.42 | 5.36 | 4.14 | 4.79 | 4.95 | 8.70 | 7.08 | 10.71 | 14.86 | 6.01 | 4.59 | 3.90 | 4.63 | 5.44 | 8.06 |
| Draw Down(%) | NA | 8.45 | 36.54 | 36.54 | 36.54 | NA | NA | … | … | 7.88 | 35.89 | 17.96 | 1.73 | 7.95 | 1.02 | 3.81 | 6.02 | 3.37 | 5.06 | 3.98 | 7.70 | 5.42 | 11.66 | 23.78 | 3.61 | 4.00 | 2.81 | 4.17 | 4.72 | 4.88 |
| Yield(%) | 0.00 | 2.97 | 2.85 | 3.30 | 2.77 | 2.81 | 3.11 | … | … | 0.00 | 3.10 | 2.24 | 3.14 | 3.85 | 3.94 | 1.86 | 1.89 | 1.60 | 1.25 | 1.57 | 2.11 | 1.90 | 2.75 | 2.90 | 4.39 | 3.60 | 2.14 | 1.24 | 1.28 | 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 |
|---|---|---|---|---|
| ECACX (MFS CONSERVATIVE ALLOCATION FUND 529C) |
-8.07%
Apr 2019 – Apr 2022 |
-2.95%
Apr 2017 – Apr 2022 |
0.62%
Apr 2012 – Apr 2022 |
1.78%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECACX (MFS CONSERVATIVE ALLOCATION FUND 529C) |
15.26%
Feb 2009 – Feb 2012 |
11.92%
Feb 2009 – Feb 2014 |
7.46%
Feb 2009 – Feb 2019 |
5.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart