Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJTX (MFS LIFETIME 2060 FUND R3) | 10.27% | 20.82% | 16.59% | 8.52% | 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 |
|---|---|---|
| MFJTX (MFS LIFETIME 2060 FUND R3) | 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 (%) | 0.52 | 20.82 | 16.59 | 8.52 | NA | NA | NA | … | … | 10.27 | 10.28 | 12.95 | 16.51 | -15.98 | 20.13 | 13.18 | 26.58 | -8.12 | 20.95 | -1.48 |
| Sharpe Ratio | NA | 1.80 | 1.13 | 0.43 | NA | NA | NA | … | … | 1.87 | 0.49 | 0.89 | 1.13 | -0.87 | 1.77 | 0.44 | 2.52 | -0.73 | 3.43 | -2.31 |
| Standard Deviation(%) | NA | 10.53 | 12.10 | 13.97 | NA | NA | NA | … | … | 12.50 | 15.28 | 10.49 | 11.51 | 20.17 | 11.37 | 29.25 | 9.96 | 13.06 | 5.94 | 9.20 |
| Draw Down(%) | NA | 8.34 | 14.61 | 23.41 | NA | NA | NA | … | … | 8.34 | 14.61 | 6.37 | 10.41 | 23.19 | 5.26 | 32.93 | 5.48 | 17.11 | 1.77 | 2.35 |
| Yield(%) | 0.00 | 6.43 | 5.18 | 4.69 | 4.93 | 3.28 | 2.46 | … | … | 0.00 | 6.81 | 4.20 | 3.41 | 4.12 | 6.94 | 1.79 | 3.30 | 2.43 | 2.97 | 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 |
|---|---|---|---|---|
| MFJTX (MFS LIFETIME 2060 FUND R3) |
1.66%
Mar 2017 – Mar 2020 |
5.09%
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 |
|---|---|---|---|---|
| MFJTX (MFS LIFETIME 2060 FUND R3) |
19.84%
Dec 2018 – Dec 2021 |
13.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart