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MFS Aggressive Growth Allocation 529A (EAGTX)

On Dec 1: 12.15   0.20 (1.67%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 14.87% Worst 1 Yr Total Return (2008): -40.62% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic EAGTX Category Alpha (against Standard Index) 3.05 2.45 Beta (against Standard Index) 1.08 1.00 Mean Annual Return -5.19 -0.24 R-squared (against Standard Index) 96 88.47 Standard Deviation 21.65 20.84 Sharpe Ratio -0.25 N/A Treynor Ratio -7.01 N/A 5 Years Statistic EAGTX Category Alpha (against Standard Index) 1.68 0.94 Beta (against Standard Index) 1.09 1.01 Mean Annual Return 1.55 0.21 R-squared (against Standard Index) 94 86.37 Standard Deviation 17.93 17.46 Sharpe Ratio 0.01 N/A Treynor Ratio -1.35 N/A 10 Years Statistic EAGTX Category Alpha (against Standard Index) N/A 0.18 Beta (against Standard Index) N/A 1.04 Mean Annual Return N/A 0.04 R-squared (against Standard Index) N/A 78.62 Standard Deviation N/A 19.22 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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