Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The MFS Oregon 529 Savings Plan Tactical Asset Allocation Moderate | NA | -4.97% | 4.34% | 3.54% | 3.16% | 4.26% | 4.85% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The MFS Oregon 529 Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | -4.97 | 4.34 | 3.54 | 3.16 | 4.26 | 4.85 | … | … | -7.94 | 5.86 | 12.65 | 8.40 | -3.65 | 5.06 | 2.23 | -4.17 | -1.18 | 10.79 | 8.73 | 4.15 | 12.47 | 26.28 | -13.84 | 6.29 | 6.79 | 3.42 | 10.10 | 8.88 | 1.48 | 2.31 |
| Sharpe Ratio | NA | -0.81 | 0.31 | 0.27 | 0.39 | NA | NA | … | … | -0.96 | 0.76 | 1.05 | 1.69 | -0.73 | 1.01 | 0.52 | -0.90 | -0.22 | 2.03 | 1.92 | 0.68 | 1.39 | 4.59 | -2.21 | 0.40 | 0.64 | 0.26 | 2.16 | 2.46 | 0.63 | 0.01 |
| Standard Deviation(%) | NA | 8.00 | 9.18 | 8.00 | 6.55 | NA | NA | … | … | 8.62 | 7.70 | 11.88 | 4.13 | 6.83 | 4.41 | 3.87 | 4.66 | 5.54 | 5.31 | 4.52 | 6.07 | 8.91 | 5.70 | 6.67 | 8.20 | 5.52 | 4.85 | 4.25 | 3.33 | 0.59 | 0.05 |
| Draw Down(%) | NA | 9.83 | 17.58 | 17.58 | 17.58 | NA | NA | … | … | 9.22 | 4.05 | 17.58 | 2.90 | 8.44 | 3.83 | 2.43 | 6.52 | 6.29 | 4.57 | 3.49 | 5.39 | 7.26 | 3.40 | 17.16 | 5.28 | 5.02 | 4.79 | 4.54 | 4.09 | 0.27 | 0.00 |
| Yield(%) | NA | 4.37 | 3.42 | 2.74 | 2.29 | NA | NA | … | … | 0.16 | 4.73 | 3.66 | 3.05 | 2.52 | 0.57 | 1.57 | 2.09 | 1.18 | 2.20 | 3.18 | 2.88 | 3.15 | 5.32 | 4.06 | 7.13 | 4.94 | 6.76 | 5.75 | 1.50 | 1.04 | 2.31 |
Data as of 04/29/2022, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The MFS Oregon 529 Savings Plan Tactical Asset Allocation Moderate |
-1.83%
Feb 2006 – Feb 2009 |
-0.62%
Mar 2015 – Mar 2020 |
2.87%
Mar 2010 – Mar 2020 |
3.84%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The MFS Oregon 529 Savings Plan Tactical Asset Allocation Moderate |
15.55%
Feb 2009 – Feb 2012 |
12.76%
Feb 2009 – Feb 2014 |
7.39%
Jul 2003 – Jul 2013 |
5.68%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart