Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCBX (MFS Core Growth B) | NA | 0.00% | 5.19% | -0.56% | 0.66% | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 04/25/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCBX (MFS Core Growth B) | 04/25/2001 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 5.19 | -0.56 | 0.66 | NA | NA | … | … | -5.72 | 12.05 | 23.16 | -36.91 | 14.18 | 8.76 | 5.68 | 9.50 | 20.61 | -29.39 | -10.24 |
| Sharpe Ratio | NA | 0.00 | 0.21 | -0.06 | -0.02 | NA | NA | … | … | -0.35 | 0.68 | 0.99 | -1.07 | 0.74 | 0.49 | 0.36 | 0.69 | 1.11 | -1.23 | -0.78 |
| Standard Deviation(%) | NA | 19.37 | 24.12 | 23.42 | 20.37 | NA | NA | … | … | 20.45 | 17.54 | 23.24 | 35.10 | 15.21 | 11.16 | 9.82 | 12.35 | 17.99 | 24.74 | 21.52 |
| Draw Down(%) | NA | 17.34 | 26.48 | 49.51 | 49.51 | NA | NA | … | … | 17.34 | 15.66 | 20.51 | 43.76 | 8.59 | 9.44 | 7.12 | 10.86 | 12.57 | 33.26 | 32.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.50 | 1.38 | 0.77 | 0.58 | … | … | 0.00 | 0.00 | 0.00 | 5.54 | 4.41 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/20/2011, Common starting date is 04/25/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCBX (MFS Core Growth B) |
-12.59%
Feb 2006 – Feb 2009 |
-5.04%
Feb 2004 – Feb 2009 |
-0.05%
May 2001 – May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCBX (MFS Core Growth B) |
13.99%
Mar 2003 – Mar 2006 |
11.63%
Dec 2002 – Dec 2007 |
1.39%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart