Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBRBX (MFS TOTAL RETURN BOND FUND 529B) | NA | -4.90% | 1.97% | 1.88% | 1.84% | 3.02% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBRBX (MFS TOTAL RETURN BOND FUND 529B) | 07/31/2002 | 05/06/2022 |
| 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 | -4.90 | 1.97 | 1.88 | 1.84 | 3.02 | NA | … | … | -6.18 | -0.91 | 8.33 | 8.91 | -2.06 | 3.08 | 2.62 | -1.39 | 4.72 | -1.92 | 6.56 | 5.50 | 7.01 | 19.58 | -7.09 | 2.82 | 3.02 | 0.93 | 3.17 | 2.49 | 3.67 |
| Sharpe Ratio | NA | -1.29 | 0.24 | 0.22 | 0.33 | NA | NA | … | … | -3.57 | -0.29 | 0.80 | 2.22 | -1.24 | 0.91 | 0.80 | -0.41 | 2.00 | -0.64 | 2.61 | 1.48 | 1.91 | 4.07 | -1.36 | -0.06 | -0.09 | -0.43 | 0.55 | 0.40 | 1.59 |
| Standard Deviation(%) | NA | 3.90 | 6.54 | 5.35 | 4.32 | NA | NA | … | … | 4.81 | 3.19 | 10.05 | 3.38 | 2.74 | 2.71 | 3.02 | 3.48 | 2.36 | 3.06 | 2.51 | 3.71 | 3.62 | 4.79 | 5.86 | 3.51 | 3.12 | 2.91 | 4.02 | 4.47 | 5.00 |
| Draw Down(%) | NA | 7.07 | 11.44 | 11.44 | 11.44 | NA | NA | … | … | 6.27 | 3.54 | 11.44 | 2.06 | 3.82 | 1.45 | 4.11 | 3.47 | 1.36 | 5.02 | 1.20 | 1.91 | 3.22 | 2.54 | 11.42 | 2.47 | 2.65 | 2.70 | 4.80 | 6.20 | 3.28 |
| Yield(%) | 0.00 | 2.71 | 2.56 | 2.24 | 2.20 | 2.80 | 2.85 | … | … | 0.27 | 3.01 | 2.62 | 2.17 | 1.76 | 1.64 | 1.98 | 2.29 | 2.54 | 2.05 | 2.57 | 2.95 | 2.97 | 4.72 | 4.47 | 3.95 | 4.00 | 4.16 | 3.60 | 1.62 | 0.02 |
Data as of 05/06/2022, Common starting date is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBRBX (MFS TOTAL RETURN BOND FUND 529B) |
-1.13%
Nov 2005 – Nov 2008 |
0.21%
Nov 2003 – Nov 2008 |
1.86%
Apr 2012 – Apr 2022 |
2.86%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBRBX (MFS TOTAL RETURN BOND FUND 529B) |
11.27%
Oct 2008 – Oct 2011 |
7.79%
Oct 2008 – Oct 2013 |
4.43%
Nov 2002 – Nov 2012 |
3.84%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart