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Friday, December 25, 2009, 9:11AM ET - U.S. Markets Closed for Christmas. Dow Up 0.51% Nasdaq Up 0.71%
MFS Conservative Allocation 529A (ECLAX)On Dec 24: 11.93  Up 0.01 (0.08%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:21.03%
5-Year Average Return:4.30%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):8.38%
Worst 1-Yr Total Return (2008):-16.74%
Best 3-Yr Total Return (2005-7):6.36%
Worst 3-Yr Total Return (2006-8):-1.15%
LOAD ADJUSTED RETURNS 
1-Year:1.42%
3-Year:1.02%
5-Year:3.27%
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnECLAXCategoryDiffIndex*Diff
Year To Date21.0319.411.62N/AN/A
1-Month2.612.380.23N/AN/A
3-Month5.454.880.57N/AN/A
1-Year23.2623.37-0.11N/AN/A
3-Year2.680.452.23N/AN/A
5-Year4.302.901.4N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)27.5625.192.37N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-0.62-3.192.57N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearECLAXCategoryDiff
2009N/AN/AN/A
2008
 
-16.74-18.611.87
2007
 
7.054.532.52
2006
 
8.388.160.22
2005
 
3.692.970.72
2004
 
6.885.461.42
2003
 
11.4812.34-0.86
2002N/A-3.11N/A
2001N/A-0.39N/A
2000N/A4.28N/A
1999N/A5.85N/A
PAST QUARTERLY RETURNS (%) FOR ECLAX 
Q1Q2Q3Q4
2009-3.1810.8110.61N/A
2008-3.27-0.25-4.83-9.32
20071.592.711.920.66
20062.00-0.603.353.43
2005-0.701.331.841.20
20041.94-0.540.554.85
2003-1.126.570.874.87
2002N/AN/AN/A3.03
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 Date24263937.87
1-Month30165545.95
3-Month30665346.86
6-Month21364732.92
1-Year23063536.22
3-Year5751411.09
5-Year3934911.17

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