Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVLCX (MFS Value 529 Port C) | NA | 37.65% | 11.44% | 10.99% | NA | NA | NA | … | … |
Data as of 04/29/2021, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVLCX (MFS Value 529 Port C) | 10/23/2013 | 04/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 37.65 | 11.44 | 10.99 | NA | NA | NA | … | … | 13.65 | 3.74 | 28.59 | -12.09 | 16.93 | 12.78 | -2.64 | 10.70 | 6.12 |
| Sharpe Ratio | NA | 2.15 | 0.47 | 0.54 | NA | NA | NA | … | … | 4.02 | 0.10 | 2.29 | -0.89 | 2.34 | 0.94 | -0.17 | 0.96 | 4.11 |
| Standard Deviation(%) | NA | 17.49 | 22.56 | 18.80 | NA | NA | NA | … | … | 12.14 | 34.94 | 11.84 | 15.16 | 7.01 | 13.25 | 15.74 | 11.14 | 9.11 |
| Draw Down(%) | NA | 10.07 | 36.78 | 36.78 | NA | NA | NA | … | … | 4.34 | 36.78 | 5.63 | 21.54 | 3.58 | 8.68 | 11.72 | 7.66 | 2.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/29/2021, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVLCX (MFS Value 529 Port C) |
-1.32%
Mar 2017 – Mar 2020 |
1.92%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVLCX (MFS Value 529 Port C) |
12.03%
Jan 2015 – Jan 2018 |
10.44%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart