Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCHX (MFS Core Growth R3) | NA | 0.67% | 5.94% | 0.13% | 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 |
|---|---|---|
| MFCHX (MFS Core Growth R3) | 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 | 0.67 | 5.94 | 0.13 | NA | NA | NA | … | … | -5.24 | 12.93 | 24.14 | -36.48 | 14.85 | 9.41 | 10.71 |
| Sharpe Ratio | NA | 0.03 | 0.24 | -0.04 | NA | NA | NA | … | … | -0.32 | 0.73 | 1.05 | -1.06 | 0.78 | 0.55 | 1.32 |
| Standard Deviation(%) | NA | 19.37 | 24.02 | 23.37 | NA | NA | NA | … | … | 20.44 | 17.55 | 22.88 | 35.13 | 15.20 | 11.12 | 9.52 |
| Draw Down(%) | NA | 17.28 | 26.27 | 49.01 | NA | NA | NA | … | … | 17.28 | 15.55 | 20.35 | 43.37 | 8.53 | 9.36 | 4.65 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 2.43 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 0.00 | 0.21 | 5.26 | 4.22 | 1.92 | 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 |
|---|---|---|---|---|
| MFCHX (MFS Core Growth R3) |
-12.00%
Feb 2006 – Feb 2009 |
-0.76%
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 |
|---|---|---|---|---|
| MFCHX (MFS Core Growth R3) |
10.38%
May 2005 – May 2008 |
3.74%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart