Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJBX (MFS LIFETIME 2060 FUND B) | 9.78% | 20.62% | 16.16% | 8.13% | 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 |
|---|---|---|
| MFJBX (MFS LIFETIME 2060 FUND B) | 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 (%) | 0.41 | 20.62 | 16.16 | 8.13 | NA | NA | NA | … | … | 9.78 | 15.92 | 12.61 | 15.70 | -16.62 | 19.24 | 12.28 | 25.72 | -8.82 | 20.03 | -1.48 |
| Sharpe Ratio | NA | 1.79 | 1.11 | 0.40 | NA | NA | NA | … | … | 1.86 | 0.93 | 0.86 | 1.05 | -0.90 | 1.69 | 0.41 | 2.41 | -0.78 | 3.30 | -2.53 |
| Standard Deviation(%) | NA | 10.52 | 12.11 | 13.99 | NA | NA | NA | … | … | 12.52 | 14.09 | 10.45 | 11.56 | 20.17 | 11.39 | 29.21 | 10.05 | 13.09 | 5.89 | 8.41 |
| Draw Down(%) | NA | 8.36 | 14.57 | 23.94 | NA | NA | NA | … | … | 8.36 | 14.57 | 6.37 | 10.58 | 23.63 | 5.30 | 32.98 | 5.58 | 17.60 | 1.78 | 2.25 |
| Yield(%) | 0.00 | 6.40 | 4.73 | 4.19 | 4.12 | 2.74 | 2.06 | … | … | 0.00 | 6.75 | 3.89 | 2.30 | 3.37 | 6.03 | 0.98 | 2.31 | 1.82 | 2.05 | 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 |
|---|---|---|---|---|
| MFJBX (MFS LIFETIME 2060 FUND B) |
0.91%
Mar 2017 – Mar 2020 |
4.31%
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 |
|---|---|---|---|---|
| MFJBX (MFS LIFETIME 2060 FUND B) |
18.95%
Dec 2018 – Dec 2021 |
13.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart