Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSVJX (MFS Strategic Value R4) | NA | -30.08% | -12.83% | NA | NA | NA | NA | … | … |
Data as of 09/11/2009, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSVJX (MFS Strategic Value R4) | 04/08/2005 | 09/11/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.08 | -12.83 | NA | NA | NA | NA | … | … | 7.26 | -43.14 | -2.07 | 14.31 | 2.21 |
| Sharpe Ratio | NA | -0.62 | -0.45 | NA | NA | NA | NA | … | … | 0.35 | -0.99 | -0.31 | 1.03 | 0.07 |
| Standard Deviation(%) | NA | 48.51 | 32.18 | NA | NA | NA | NA | … | … | 30.27 | 44.54 | 16.71 | 10.73 | 10.79 |
| Draw Down(%) | NA | 51.38 | 63.28 | NA | NA | NA | NA | … | … | 27.55 | 54.60 | 16.27 | 9.74 | 7.46 |
| Yield(%) | 0.00 | 1.22 | 7.69 | 6.78 | 3.39 | 2.26 | 1.69 | … | … | 0.00 | 1.08 | 16.60 | 4.57 | 12.50 |
Data as of 09/11/2009, 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 |
|---|---|---|---|---|
| MSVJX (MFS Strategic Value R4) |
-20.01%
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 |
|---|---|---|---|---|
| MSVJX (MFS Strategic Value R4) |
2.79%
May 2005 – May 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart