Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNWAX (MFS MANAGED WEALTH FUND A) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 01/07/2011, Common starting date is 12/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNWAX (MFS MANAGED WEALTH FUND A) | 12/30/2005 | 01/07/2011 |
| 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 (%) | NA | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | -1.89 | 38.80 | -48.72 | 15.23 | 27.93 | 0.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.10 | 1.38 | -1.14 | 0.62 | 1.52 | NA |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 0.00 | 19.99 | 28.06 | 43.63 | 19.71 | 16.16 | 0.00 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 18.40 | 25.76 | 59.31 | 13.21 | 18.70 | 0.00 |
| Yield(%) | NA | 0.16 | 1.32 | 2.57 | 1.36 | 0.91 | 0.68 | … | … | NA | 0.16 | 2.18 | 2.66 | 5.29 | 1.49 | 0.00 |
Data as of 01/07/2011, Common starting date is 12/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWAX (MFS MANAGED WEALTH FUND A) |
-16.82%
Feb 2006 – Feb 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWAX (MFS MANAGED WEALTH FUND A) |
-4.65%
Sep 2006 – Sep 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart