Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCWX (MFS Core Growth W) | NA | 0.57% | 6.12% | 0.33% | NA | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCWX (MFS Core Growth W) | 05/03/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.57 | 6.12 | 0.33 | NA | NA | NA | … | … | -5.38 | 13.07 | 24.70 | -36.34 | 15.23 | 5.49 |
| Sharpe Ratio | NA | 0.03 | 0.25 | -0.03 | NA | NA | NA | … | … | -0.33 | 0.74 | 1.06 | -1.06 | 0.81 | 0.43 |
| Standard Deviation(%) | NA | 19.34 | 24.15 | 23.45 | NA | NA | NA | … | … | 20.40 | 17.62 | 23.26 | 35.17 | 15.19 | 11.74 |
| Draw Down(%) | NA | 17.24 | 26.20 | 48.85 | NA | NA | NA | … | … | 17.24 | 15.52 | 20.34 | 43.36 | 8.54 | 9.35 |
| Yield(%) | 0.00 | 0.00 | 0.19 | 2.49 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 0.00 | 0.63 | 5.22 | 4.21 | 1.88 |
Data as of 10/20/2011, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCWX (MFS Core Growth W) |
-8.22%
Jun 2007 – Jun 2010 |
0.76%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCWX (MFS Core Growth W) |
0.85%
Sep 2008 – Sep 2011 |
3.88%
Jul 2006 – Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart