Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EACVX (MFS MID CAP VALUE FUND 529A) | NA | -0.84% | 9.37% | 8.32% | 11.30% | 7.86% | NA | … | … |
Data as of 07/27/2022, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EACVX (MFS MID CAP VALUE FUND 529A) | 08/30/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.84 | 9.37 | 8.32 | 11.30 | 7.86 | NA | … | … | -10.22 | 23.14 | 3.98 | 30.48 | -11.67 | 13.35 | 15.37 | -2.56 | 9.88 | 36.13 | 18.50 | -2.18 | 26.93 | 39.76 | -42.04 | 1.42 | 10.56 | 7.52 | 21.06 | 34.03 | -1.72 |
| Sharpe Ratio | NA | -0.07 | 0.34 | 0.34 | 0.60 | NA | NA | … | … | -1.01 | 1.36 | 0.09 | 2.36 | -0.88 | 1.56 | 1.02 | -0.17 | 0.84 | 3.02 | 1.35 | -0.08 | 1.33 | 1.34 | -0.96 | -0.09 | 0.63 | 0.46 | 1.62 | 2.20 | -0.22 |
| Standard Deviation(%) | NA | 16.59 | 26.51 | 22.04 | 18.03 | NA | NA | … | … | 17.81 | 16.96 | 40.11 | 12.30 | 14.76 | 8.20 | 14.76 | 14.83 | 11.78 | 11.94 | 13.75 | 26.30 | 20.12 | 29.55 | 44.43 | 16.92 | 11.54 | 11.63 | 12.41 | 15.12 | 27.54 |
| Draw Down(%) | NA | 12.30 | 42.79 | 42.79 | 42.79 | NA | NA | … | … | 12.30 | 10.09 | 42.79 | 7.03 | 20.72 | 4.14 | 11.53 | 12.36 | 10.30 | 5.16 | 10.64 | 24.48 | 16.83 | 25.55 | 54.53 | 14.63 | 9.83 | 9.42 | 9.04 | 13.76 | 17.31 |
| Yield(%) | 0.00 | 6.04 | 3.58 | 4.03 | 5.86 | 4.40 | 6.89 | … | … | 0.00 | 7.25 | 0.81 | 2.60 | 5.32 | 3.71 | 1.36 | 4.28 | 6.92 | 6.73 | 1.02 | 0.50 | 0.66 | 0.65 | 0.68 | 9.36 | 3.06 | 11.90 | 10.06 | 0.00 | 0.00 |
Data as of 07/27/2022, Common starting date is 08/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EACVX (MFS MID CAP VALUE FUND 529A) |
-18.67%
Feb 2006 – Feb 2009 |
-7.52%
Feb 2004 – Feb 2009 |
5.82%
Jan 2006 – Jan 2016 |
5.53%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EACVX (MFS MID CAP VALUE FUND 529A) |
30.78%
Feb 2009 – Feb 2012 |
27.51%
Feb 2009 – Feb 2014 |
16.69%
Feb 2009 – Feb 2019 |
10.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart