Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCGX (MFS Core Growth R1) | NA | 0.07% | 5.20% | -0.57% | NA | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCGX (MFS Core Growth R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.07 | 5.20 | -0.57 | NA | NA | NA | … | … | -5.67 | 12.09 | 23.15 | -36.92 | 14.04 | 8.65 | 10.08 |
| Sharpe Ratio | NA | 0.00 | 0.21 | -0.07 | NA | NA | NA | … | … | -0.34 | 0.68 | 1.01 | -1.07 | 0.73 | 0.48 | 1.23 |
| Standard Deviation(%) | NA | 19.45 | 24.05 | 23.38 | NA | NA | NA | … | … | 20.55 | 17.58 | 22.87 | 35.12 | 15.16 | 11.11 | 9.50 |
| Draw Down(%) | NA | 17.34 | 26.48 | 49.51 | NA | NA | NA | … | … | 17.34 | 15.71 | 20.49 | 43.74 | 8.57 | 9.40 | 4.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.51 | 1.45 | 0.96 | 0.72 | … | … | 0.00 | 0.00 | 0.00 | 5.55 | 4.42 | 2.00 | 0.00 |
Data as of 10/20/2011, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCGX (MFS Core Growth R1) |
-12.63%
Feb 2006 – Feb 2009 |
-1.47%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCGX (MFS Core Growth R1) |
9.58%
May 2005 – May 2008 |
2.97%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart