Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFWX (MFS Equity Opportunities W) | NA | 0.29% | 10.32% | NA | NA | NA | NA | … | … |
Data as of 01/22/2013, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFWX (MFS Equity Opportunities W) | 03/05/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.29 | 10.32 | NA | NA | NA | NA | … | … | 0.00 | 6.25 | -2.17 | 25.48 | 15.56 | -35.17 |
| Sharpe Ratio | NA | 0.02 | 0.51 | NA | NA | NA | NA | … | … | 0.00 | 0.66 | -0.08 | 1.22 | 0.64 | -1.01 |
| Standard Deviation(%) | NA | 9.14 | 20.12 | NA | NA | NA | NA | … | … | NA | 9.51 | 26.39 | 20.74 | 24.29 | 40.91 |
| Draw Down(%) | NA | 11.30 | 22.72 | NA | NA | NA | NA | … | … | 0.00 | 11.30 | 22.72 | 17.28 | 23.04 | 50.36 |
| Yield(%) | 0.00 | 0.00 | 0.93 | 0.40 | 0.20 | 0.13 | 0.10 | … | … | 0.00 | 0.00 | 1.21 | 1.16 | 0.00 | 0.00 |
Data as of 01/22/2013, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFWX (MFS Equity Opportunities W) |
-2.28%
Aug 2008 – Aug 2011 |
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 |
|---|---|---|---|---|
| SRFWX (MFS Equity Opportunities W) |
22.70%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart