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Monday, December 28, 2009, 5:11PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
MFS Conservative Allocation 529C (ECACX)On Dec 24: 11.71  Up 0.01 (0.09%)  
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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):7.66%
Worst 1-Yr Total Return (2008):-17.20%
Best 3-Yr Total Return (2005-7):5.65%
Worst 3-Yr Total Return (2006-8):-1.77%
LOAD ADJUSTED RETURNS 
1-Year:5.78%
3-Year:2.34%
5-Year:3.82%
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnECACXCategoryDiffIndex*Diff
Year To Date20.1219.410.71N/AN/A
1-Month2.482.380.1N/AN/A
3-Month5.184.880.3N/AN/A
1-Year22.3823.37-0.99N/AN/A
3-Year2.000.451.55N/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)-1.34-3.191.85N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearECACXCategoryDiff
2009N/AN/AN/A
2008
 
-17.20-18.611.41
2007
 
6.334.531.80
2006
 
7.668.16-0.50
2005
 
3.022.970.05
2004
 
6.275.460.81
2003
 
10.6612.34-1.68
2002N/A-3.11N/A
2001N/A-0.39N/A
2000N/A4.28N/A
1999N/A5.85N/A
PAST QUARTERLY RETURNS (%) FOR ECACX 
Q1Q2Q3Q4
2009-3.3210.5210.39N/A
2008-3.40-0.43-4.91-9.47
20071.442.581.790.40
20061.85-0.783.223.22
2005-0.891.161.681.05
20041.86-0.730.374.71
2003-1.326.400.684.69
2002N/AN/AN/A2.83
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 Date30063946.95
1-Month34765552.98
3-Month35965354.98
6-Month27864742.97
1-Year26263541.26
3-Year10451420.23
5-Year8734924.93

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