Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJCX (MFS LIFETIME 2060 FUND C) | 9.94% | 19.92% | 15.73% | 7.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFJCX (MFS LIFETIME 2060 FUND C) | 12/07/2016 | 06/04/2026 |
| 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 (%) | 0.53 | 19.92 | 15.73 | 7.72 | NA | NA | NA | … | … | 9.94 | 10.14 | 12.09 | 15.65 | -16.62 | 19.20 | 12.39 | 25.66 | -8.81 | 20.03 | -1.48 |
| Sharpe Ratio | NA | 1.72 | 1.06 | 0.38 | NA | NA | NA | … | … | 1.80 | 0.49 | 0.81 | 1.05 | -0.90 | 1.68 | 0.41 | 2.41 | -0.78 | 3.30 | -2.53 |
| Standard Deviation(%) | NA | 10.50 | 12.09 | 13.98 | NA | NA | NA | … | … | 12.49 | 15.08 | 10.47 | 11.51 | 20.17 | 11.43 | 29.28 | 10.03 | 13.06 | 5.90 | 8.41 |
| Draw Down(%) | NA | 8.40 | 14.66 | 23.94 | NA | NA | NA | … | … | 8.40 | 14.66 | 6.39 | 10.54 | 23.67 | 5.33 | 33.01 | 5.52 | 17.61 | 1.78 | 2.25 |
| Yield(%) | 0.00 | 5.79 | 4.42 | 4.06 | 4.09 | 2.72 | 2.04 | … | … | 0.00 | 6.11 | 3.45 | 2.67 | 3.52 | 6.20 | 1.11 | 2.57 | 2.01 | 2.15 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MFJCX (MFS LIFETIME 2060 FUND C) |
0.89%
Mar 2017 – Mar 2020 |
4.32%
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 |
|---|---|---|---|---|
| MFJCX (MFS LIFETIME 2060 FUND C) |
18.96%
Dec 2018 – Dec 2021 |
12.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart