Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBWX (MFS Research Bond W) | NA | 2.90% | 5.23% | 5.81% | NA | NA | NA | … | … |
Data as of 01/22/2013, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBWX (MFS Research Bond W) | 05/03/2006 | 01/22/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.90 | 5.23 | 5.81 | NA | NA | NA | … | … | 0.00 | 2.90 | 6.53 | 7.99 | 20.71 | -6.15 | 4.17 | 2.57 |
| Sharpe Ratio | NA | 1.69 | 1.60 | 1.32 | NA | NA | NA | … | … | 0.00 | 1.61 | 1.71 | 2.11 | 4.33 | -1.20 | 0.31 | 0.17 |
| Standard Deviation(%) | NA | 1.68 | 3.22 | 4.23 | NA | NA | NA | … | … | NA | 1.78 | 3.80 | 3.75 | 4.76 | 5.90 | 3.71 | 2.93 |
| Draw Down(%) | NA | 1.29 | 3.14 | 10.67 | NA | NA | NA | … | … | 0.00 | 1.29 | 1.82 | 3.14 | 2.46 | 10.67 | 2.29 | 1.62 |
| Yield(%) | 0.00 | 1.21 | 3.05 | 3.95 | 2.61 | 1.74 | 1.31 | … | … | 0.00 | 1.21 | 3.93 | 3.92 | 5.72 | 5.44 | 5.05 | 0.84 |
Data as of 01/22/2013, 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 |
|---|---|---|---|---|
| MRBWX (MFS Research Bond W) |
3.59%
Jun 2006 – Jun 2009 |
5.92%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBWX (MFS Research Bond W) |
12.33%
Oct 2008 – Oct 2011 |
6.73%
Jun 2007 – Jun 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart