Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRJBX (MFS Research Bond J B) | NA | 4.55% | 6.05% | 4.71% | NA | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 10/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRJBX (MFS Research Bond J B) | 10/22/2002 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.55 | 6.05 | 4.71 | NA | NA | NA | … | … | 0.70 | 8.45 | 18.17 | -7.18 | 2.96 | -0.53 | -3.15 | -2.78 | 0.77 | 4.02 |
| Sharpe Ratio | NA | 1.29 | 1.33 | 0.85 | NA | NA | NA | … | … | 0.62 | 2.39 | 4.05 | -1.44 | -0.02 | -1.35 | -1.78 | -0.80 | 0.02 | 4.48 |
| Standard Deviation(%) | NA | 3.47 | 4.42 | 4.09 | NA | NA | NA | … | … | 2.93 | 3.50 | 4.47 | 5.60 | 3.24 | 2.85 | 2.98 | 4.68 | 4.92 | 4.93 |
| Draw Down(%) | NA | 3.08 | 10.73 | 11.36 | NA | NA | NA | … | … | 1.58 | 3.08 | 3.16 | 11.36 | 2.45 | 4.35 | 4.88 | 5.52 | 6.24 | 1.07 |
| Yield(%) | 0.00 | 4.56 | 4.42 | 3.90 | 1.87 | 1.25 | 0.94 | … | … | 1.08 | 4.68 | 4.94 | 4.36 | 4.12 | 0.69 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/18/2011, Common starting date is 10/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRJBX (MFS Research Bond J B) |
-4.00%
May 2003 – May 2006 |
-2.59%
Oct 2003 – Oct 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRJBX (MFS Research Bond J B) |
6.60%
Feb 2008 – Feb 2011 |
4.71%
Apr 2006 – Apr 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart