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MFS Conservative Allocation 529B (EBCAX)

On Dec 24: 11.71   0.02 (0.17%)

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Risk  As of 30-Nov-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 (2006): 7.60% Worst 1 Yr Total Return (2008): -17.23% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic EBCAX Category Alpha (against Standard Index) 0.46 -0.95 Beta (against Standard Index) 0.73 0.74 Mean Annual Return 1.99 0.09 R-squared (against Standard Index) 98 87.00 Standard Deviation 9.76 10.61 Sharpe Ratio 0.02 N/A Treynor Ratio -0.39 N/A 5 Years Statistic EBCAX Category Alpha (against Standard Index) -0.77 -1.38 Beta (against Standard Index) 0.71 0.71 Mean Annual Return 3.60 0.27 R-squared (against Standard Index) 96 85.46 Standard Deviation 7.81 8.33 Sharpe Ratio 0.12 N/A Treynor Ratio 0.86 N/A 10 Years Statistic EBCAX Category Alpha (against Standard Index) N/A -0.99 Beta (against Standard Index) N/A 0.72 Mean Annual Return N/A 0.31 R-squared (against Standard Index) N/A 80.09 Standard Deviation N/A 8.09 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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