Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJIX (MFS LIFETIME 2060 FUND I) | 10.36% | 21.11% | 16.88% | 8.79% | 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 |
|---|---|---|
| MFJIX (MFS LIFETIME 2060 FUND I) | 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 (%) | 0.51 | 21.11 | 16.88 | 8.79 | NA | NA | NA | … | … | 10.36 | 10.33 | 13.21 | 16.87 | -15.79 | 20.41 | 13.46 | 26.96 | -7.93 | 21.27 | -1.48 |
| Sharpe Ratio | NA | 1.83 | 1.15 | 0.45 | NA | NA | NA | … | … | 1.90 | 0.49 | 0.92 | 1.16 | -0.86 | 1.78 | 0.45 | 2.55 | -0.72 | 3.55 | -2.33 |
| Standard Deviation(%) | NA | 10.50 | 12.09 | 13.99 | NA | NA | NA | … | … | 12.45 | 15.37 | 10.48 | 11.48 | 20.21 | 11.42 | 29.25 | 10.00 | 12.97 | 5.84 | 9.11 |
| Draw Down(%) | NA | 8.38 | 14.56 | 23.20 | NA | NA | NA | … | … | 8.38 | 14.56 | 6.38 | 10.33 | 23.05 | 5.23 | 32.96 | 5.53 | 16.91 | 1.70 | 2.35 |
| Yield(%) | 0.00 | 6.64 | 5.43 | 4.89 | 5.17 | 3.45 | 2.59 | … | … | 0.00 | 7.03 | 4.47 | 3.61 | 4.26 | 7.15 | 1.96 | 3.43 | 2.60 | 3.09 | 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 |
|---|---|---|---|---|
| MFJIX (MFS LIFETIME 2060 FUND I) |
1.90%
Mar 2017 – Mar 2020 |
5.35%
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 |
|---|---|---|---|---|
| MFJIX (MFS LIFETIME 2060 FUND I) |
20.15%
Dec 2018 – Dec 2021 |
14.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart