Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJUX (MFS LIFETIME 2060 FUND R4) | 10.42% | 21.16% | 16.88% | 8.78% | 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 |
|---|---|---|
| MFJUX (MFS LIFETIME 2060 FUND R4) | 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 | 21.16 | 16.88 | 8.78 | NA | NA | NA | … | … | 10.42 | 10.33 | 13.19 | 16.85 | -15.79 | 20.36 | 13.48 | 26.80 | -7.89 | 21.27 | -1.48 |
| Sharpe Ratio | NA | 1.82 | 1.15 | 0.45 | NA | NA | NA | … | … | 1.89 | 0.49 | 0.91 | 1.16 | -0.86 | 1.79 | 0.45 | 2.54 | -0.71 | 3.55 | -2.33 |
| Standard Deviation(%) | NA | 10.55 | 12.10 | 13.98 | NA | NA | NA | … | … | 12.55 | 15.38 | 10.47 | 11.52 | 20.16 | 11.38 | 29.21 | 9.97 | 13.07 | 5.83 | 9.11 |
| Draw Down(%) | NA | 8.33 | 14.52 | 23.22 | NA | NA | NA | … | … | 8.33 | 14.52 | 6.38 | 10.40 | 23.02 | 5.29 | 32.94 | 5.46 | 16.99 | 1.70 | 2.35 |
| Yield(%) | 0.00 | 6.61 | 5.40 | 4.85 | 5.15 | 3.43 | 2.57 | … | … | 0.00 | 7.01 | 4.44 | 3.59 | 4.27 | 7.00 | 1.96 | 3.47 | 2.64 | 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 |
|---|---|---|---|---|
| MFJUX (MFS LIFETIME 2060 FUND R4) |
1.89%
Mar 2017 – Mar 2020 |
5.32%
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 |
|---|---|---|---|---|
| MFJUX (MFS LIFETIME 2060 FUND R4) |
20.09%
Dec 2018 – Dec 2021 |
14.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart