Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJEX (MFS LIFETIME 2060 FUND R1) | 10.27% | 20.82% | 16.60% | 8.33% | 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 |
|---|---|---|
| MFJEX (MFS LIFETIME 2060 FUND R1) | 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 (%) | 0.57 | 20.82 | 16.60 | 8.33 | NA | NA | NA | … | … | 10.27 | 10.35 | 12.89 | 16.53 | -16.39 | 19.24 | 12.33 | 25.58 | -8.78 | 20.06 | -1.48 |
| Sharpe Ratio | NA | 1.80 | 1.13 | 0.42 | NA | NA | NA | … | … | 1.87 | 0.50 | 0.89 | 1.13 | -0.89 | 1.69 | 0.41 | 2.40 | -0.78 | 3.31 | -2.53 |
| Standard Deviation(%) | NA | 10.54 | 12.09 | 13.97 | NA | NA | NA | … | … | 12.51 | 15.30 | 10.46 | 11.50 | 20.14 | 11.36 | 29.23 | 10.03 | 13.11 | 5.89 | 8.41 |
| Draw Down(%) | NA | 8.35 | 14.55 | 23.86 | NA | NA | NA | … | … | 8.35 | 14.55 | 6.40 | 10.36 | 23.54 | 5.34 | 32.96 | 5.56 | 17.67 | 1.78 | 2.25 |
| Yield(%) | 0.00 | 6.39 | 5.14 | 4.42 | 4.30 | 2.87 | 2.15 | … | … | 0.00 | 6.76 | 4.19 | 3.33 | 3.59 | 6.01 | 0.98 | 2.26 | 1.60 | 1.98 | 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 |
|---|---|---|---|---|
| MFJEX (MFS LIFETIME 2060 FUND R1) |
0.90%
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 |
|---|---|---|---|---|
| MFJEX (MFS LIFETIME 2060 FUND R1) |
18.93%
Dec 2018 – Dec 2021 |
13.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart