Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECGRX (MFS MID CAP GROWTH FUND 529C) | NA | -5.28% | 11.74% | 14.48% | 13.40% | 7.95% | NA | … | … |
Data as of 05/06/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECGRX (MFS MID CAP GROWTH 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 | -5.28 | 11.74 | 14.48 | 13.40 | 7.95 | NA | … | … | -15.92 | 7.45 | 34.33 | 36.37 | 0.04 | 24.95 | 3.59 | 3.37 | 7.72 | 35.81 | 15.22 | -6.96 | 27.97 | 40.53 | -51.56 | 8.42 | 1.18 | 1.56 | 13.51 | 36.50 | -3.24 |
| Sharpe Ratio | NA | -0.28 | 0.47 | 0.65 | 0.72 | NA | NA | … | … | -1.62 | 0.39 | 1.03 | 2.55 | -0.07 | 2.92 | 0.23 | 0.21 | 0.56 | 2.78 | 0.98 | -0.25 | 1.36 | 1.46 | -1.23 | 0.31 | -0.15 | -0.05 | 0.75 | 1.80 | -0.36 |
| Standard Deviation(%) | NA | 18.98 | 24.11 | 20.97 | 17.92 | NA | NA | … | … | 24.60 | 18.90 | 33.11 | 13.69 | 18.49 | 8.38 | 14.88 | 15.63 | 13.83 | 12.85 | 15.53 | 27.75 | 20.47 | 27.71 | 42.51 | 17.57 | 14.57 | 11.80 | 16.75 | 19.86 | 29.27 |
| Draw Down(%) | NA | 24.71 | 33.70 | 33.70 | 33.70 | NA | NA | … | … | 22.63 | 12.53 | 33.70 | 6.56 | 22.23 | 2.73 | 13.81 | 11.89 | 8.83 | 4.89 | 11.79 | 23.14 | 15.49 | 20.64 | 60.06 | 11.55 | 16.04 | 11.78 | 17.71 | 11.46 | 16.40 |
| Yield(%) | 0.00 | 5.26 | 3.46 | 5.92 | 6.99 | 4.17 | 5.28 | … | … | 0.00 | 5.35 | 1.45 | 1.54 | 5.71 | 12.45 | 6.89 | 3.44 | 8.44 | 0.00 | 0.00 | 0.00 | 0.34 | 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 |
|---|---|---|---|---|
| ECGRX (MFS MID CAP GROWTH FUND 529C) |
-22.86%
Feb 2006 – Feb 2009 |
-12.46%
Feb 2004 – Feb 2009 |
3.30%
Feb 2006 – Feb 2016 |
5.75%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECGRX (MFS MID CAP GROWTH FUND 529C) |
27.51%
Feb 2009 – Feb 2012 |
24.65%
Feb 2009 – Feb 2014 |
17.13%
Feb 2009 – Feb 2019 |
10.45%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart