Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJAX (MFS LIFETIME 2060 FUND A) | 9.78% | 20.66% | 16.42% | 8.60% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFJAX (MFS LIFETIME 2060 FUND A) | 12/07/2016 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 20.66 | 16.42 | 8.60 | NA | NA | NA | … | … | 9.78 | 15.84 | 12.99 | 16.52 | -16.01 | 20.11 | 13.24 | 26.58 | -8.16 | 20.92 | -1.48 |
| Sharpe Ratio | NA | 1.81 | 1.13 | 0.43 | NA | NA | NA | … | … | 1.88 | 0.92 | 0.89 | 1.12 | -0.87 | 1.76 | 0.44 | 2.51 | -0.73 | 3.46 | -2.31 |
| Standard Deviation(%) | NA | 10.50 | 12.13 | 13.99 | NA | NA | NA | … | … | 12.49 | 14.11 | 10.50 | 11.59 | 20.14 | 11.38 | 29.26 | 9.99 | 13.09 | 5.88 | 9.20 |
| Draw Down(%) | NA | 8.36 | 14.58 | 23.40 | NA | NA | NA | … | … | 8.36 | 14.58 | 6.38 | 10.42 | 23.16 | 5.32 | 32.98 | 5.48 | 17.11 | 1.77 | 2.35 |
| Yield(%) | 0.00 | 6.47 | 5.20 | 4.75 | 4.93 | 3.29 | 2.47 | … | … | 0.00 | 6.83 | 4.23 | 3.40 | 4.12 | 6.97 | 1.75 | 3.25 | 2.56 | 2.94 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFJAX (MFS LIFETIME 2060 FUND A) |
1.63%
Mar 2017 – Mar 2020 |
5.07%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFJAX (MFS LIFETIME 2060 FUND A) |
19.85%
Dec 2018 – Dec 2021 |
13.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart