Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCJX (MFS Core Growth R4 ) | NA | 0.89% | 6.22% | 0.40% | 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 |
|---|---|---|
| MFCJX (MFS Core Growth R4 ) | 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 | 0.89 | 6.22 | 0.40 | NA | NA | NA | … | … | -5.05 | 13.21 | 24.41 | -36.30 | 15.25 | 9.67 | 10.96 |
| Sharpe Ratio | NA | 0.04 | 0.25 | -0.02 | NA | NA | NA | … | … | -0.31 | 0.74 | 1.06 | -1.05 | 0.81 | 0.58 | 1.35 |
| Standard Deviation(%) | NA | 19.41 | 24.12 | 23.42 | NA | NA | NA | … | … | 20.49 | 17.62 | 22.98 | 35.19 | 15.17 | 11.11 | 9.54 |
| Draw Down(%) | NA | 17.25 | 26.20 | 48.83 | NA | NA | NA | … | … | 17.25 | 15.52 | 20.35 | 43.33 | 8.52 | 9.37 | 4.65 |
| Yield(%) | 0.00 | 0.00 | 0.11 | 2.44 | 1.43 | 0.95 | 0.71 | … | … | 0.00 | 0.00 | 0.35 | 5.21 | 4.20 | 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 |
|---|---|---|---|---|
| MFCJX (MFS Core Growth R4 ) |
-11.76%
Feb 2006 – Feb 2009 |
-0.49%
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 |
|---|---|---|---|---|
| MFCJX (MFS Core Growth R4 ) |
10.70%
May 2005 – May 2008 |
4.02%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart