Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJKX (MFS LIFETIME 2060 FUND R6) | 10.45% | 21.34% | 17.06% | 8.96% | 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 |
|---|---|---|
| MFJKX (MFS LIFETIME 2060 FUND R6) | 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 (%) | 0.56 | 21.34 | 17.06 | 8.96 | NA | NA | NA | … | … | 10.45 | 10.31 | 13.41 | 16.98 | -15.66 | 20.59 | 13.66 | 27.05 | -7.92 | 21.39 | -1.48 |
| Sharpe Ratio | NA | 1.84 | 1.17 | 0.46 | NA | NA | NA | … | … | 1.90 | 0.49 | 0.94 | 1.17 | -0.85 | 1.81 | 0.46 | 2.56 | -0.72 | 3.55 | -2.33 |
| Standard Deviation(%) | NA | 10.54 | 12.07 | 13.97 | NA | NA | NA | … | … | 12.53 | 15.39 | 10.43 | 11.51 | 20.19 | 11.38 | 29.25 | 10.00 | 12.99 | 5.87 | 9.11 |
| Draw Down(%) | NA | 8.31 | 14.54 | 23.12 | NA | NA | NA | … | … | 8.31 | 14.54 | 6.36 | 10.31 | 22.91 | 5.27 | 32.94 | 5.45 | 16.89 | 1.77 | 2.35 |
| Yield(%) | 0.00 | 6.76 | 5.57 | 5.00 | 5.31 | 3.54 | 2.65 | … | … | 0.00 | 7.17 | 4.61 | 3.75 | 4.37 | 7.26 | 2.08 | 3.52 | 2.69 | 3.10 | 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 |
|---|---|---|---|---|
| MFJKX (MFS LIFETIME 2060 FUND R6) |
1.99%
Mar 2017 – Mar 2020 |
5.48%
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 |
|---|---|---|---|---|
| MFJKX (MFS LIFETIME 2060 FUND R6) |
20.31%
Dec 2018 – Dec 2021 |
14.21%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart