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Saturday, December 26, 2009, 10:41PM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
MFS Conservative Allocation 529B (EBCAX)On Dec 24: 11.71  Up 0.02 (0.17%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:20.12%
5-Year Average Return:3.60%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):7.60%
Worst 1-Yr Total Return (2008):-17.23%
Best 3-Yr Total Return (2005-7):5.66%
Worst 3-Yr Total Return (2006-8):-1.76%
LOAD ADJUSTED RETURNS 
1-Year:2.81%
3-Year:1.43%
5-Year:3.46%
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnEBCAXCategoryDiffIndex*Diff
Year To Date20.1219.410.71N/AN/A
1-Month2.482.380.1N/AN/A
3-Month5.274.880.39N/AN/A
1-Year22.3923.37-0.98N/AN/A
3-Year1.990.451.54N/AN/A
5-Year3.602.900.7N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)26.9025.191.71N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-1.39-3.191.8N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearEBCAXCategoryDiff
2009N/AN/AN/A
2008
 
-17.23-18.611.38
2007
 
6.454.531.92
2006
 
7.608.16-0.56
2005
 
2.982.970.01
2004
 
6.225.460.76
2003
 
10.6512.34-1.69
2002N/A-3.11N/A
2001N/A-0.39N/A
2000N/A4.28N/A
1999N/A5.85N/A
PAST QUARTERLY RETURNS (%) FOR EBCAX 
Q1Q2Q3Q4
2009-3.3210.5210.39N/A
2008-3.47-0.43-4.90-9.44
20071.522.571.780.45
20061.84-0.773.203.18
2005-0.881.161.681.02
20041.77-0.730.464.66
2003-1.436.400.784.68
2002N/AN/AN/A2.94
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date29363945.85
1-Month28865543.97
3-Month35965354.98
6-Month27864742.97
1-Year26163541.10
3-Year10551420.43
5-Year8834925.21

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