Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECTRX (MFS TOTAL RETURN FUND 529C) | NA | 5.61% | 10.54% | 8.35% | 8.15% | 5.58% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECTRX (MFS TOTAL RETURN FUND 529C) | 07/31/2002 | 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 | 5.61 | 10.54 | 8.35 | 8.15 | 5.58 | NA | … | … | -4.78 | 20.98 | 8.67 | 19.23 | -6.56 | 11.25 | 7.97 | -1.17 | 7.44 | 17.89 | 10.46 | 0.99 | 8.97 | 17.39 | -23.28 | 4.03 | 10.74 | 2.43 | 10.28 | 14.19 | -0.22 |
| Sharpe Ratio | NA | 0.53 | 0.72 | 0.65 | 0.79 | NA | NA | … | … | -1.56 | 2.04 | 0.41 | 2.70 | -0.90 | 2.84 | 1.02 | -0.14 | 1.20 | 2.62 | 1.45 | 0.07 | 0.90 | 1.08 | -1.02 | 0.11 | 1.21 | 0.04 | 1.45 | 1.63 | -0.11 |
| Standard Deviation(%) | NA | 10.41 | 14.05 | 11.78 | 9.75 | NA | NA | … | … | 8.64 | 10.26 | 20.75 | 6.59 | 8.82 | 3.76 | 7.58 | 8.61 | 6.17 | 6.81 | 7.24 | 13.14 | 9.84 | 15.97 | 23.75 | 9.39 | 6.17 | 6.23 | 6.45 | 8.27 | 13.45 |
| Draw Down(%) | NA | 7.91 | 24.75 | 24.75 | 24.75 | NA | NA | … | … | 7.91 | 3.40 | 24.75 | 3.23 | 12.80 | 1.31 | 5.04 | 7.19 | 4.36 | 4.57 | 6.18 | 11.99 | 8.61 | 17.85 | 32.48 | 6.09 | 4.82 | 4.15 | 5.68 | 7.98 | 10.33 |
| Yield(%) | 0.00 | 6.99 | 5.77 | 5.23 | 5.06 | 3.92 | 4.75 | … | … | 0.07 | 7.89 | 6.21 | 2.82 | 3.55 | 5.10 | 2.91 | 4.42 | 3.92 | 2.24 | 1.79 | 1.63 | 1.50 | 2.21 | 1.95 | 9.83 | 5.33 | 6.27 | 4.12 | 0.43 | 0.01 |
Data as of 05/06/2022, 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 |
|---|---|---|---|---|
| ECTRX (MFS TOTAL RETURN FUND 529C) |
-8.51%
Feb 2006 – Feb 2009 |
-3.12%
Feb 2004 – Feb 2009 |
4.23%
May 2007 – May 2017 |
4.27%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECTRX (MFS TOTAL RETURN FUND 529C) |
16.21%
Dec 2018 – Dec 2021 |
14.02%
Feb 2009 – Feb 2014 |
9.34%
Feb 2009 – Feb 2019 |
6.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart