Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLAX (MFS LIFETIME 2020 FUND A) | NA | -3.18% | -12.58% | -5.93% | -0.25% | 0.69% | NA | … | … |
Data as of 10/04/2022, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLAX (MFS LIFETIME 2020 FUND A) | 09/30/2005 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.18 | -12.58 | -5.93 | -0.25 | 0.69 | NA | … | … | -5.00 | -42.19 | 9.52 | 14.38 | -3.00 | 9.66 | 6.05 | -0.67 | 4.10 | 11.38 | 12.43 | 0.79 | 14.25 | 27.27 | -29.79 | 8.91 | 12.38 | 0.89 |
| Sharpe Ratio | NA | -0.53 | -0.42 | -0.28 | -0.04 | NA | NA | … | … | -0.91 | -0.80 | 0.89 | 3.77 | -0.90 | 3.63 | 1.12 | -0.13 | 0.89 | 2.00 | 1.84 | 0.06 | 1.27 | 1.57 | -1.14 | 0.52 | 0.99 | 0.12 |
| Standard Deviation(%) | NA | 7.41 | 31.04 | 24.19 | 17.46 | NA | NA | … | … | 8.25 | 52.88 | 10.34 | 3.45 | 4.79 | 2.50 | 5.21 | 5.50 | 4.59 | 5.67 | 6.77 | 13.04 | 11.14 | 17.36 | 26.88 | 11.38 | 9.24 | 8.68 |
| Draw Down(%) | NA | 12.47 | 45.66 | 45.66 | 45.66 | NA | NA | … | … | 12.03 | 43.05 | 15.46 | 1.16 | 6.66 | 1.01 | 3.55 | 5.72 | 3.61 | 5.28 | 5.53 | 11.46 | 8.62 | 17.72 | 38.97 | 7.54 | 9.65 | 3.87 |
| Yield(%) | 0.00 | 10.87 | 6.81 | 5.93 | 5.11 | 4.19 | 3.96 | … | … | 3.19 | 8.24 | 4.16 | 5.24 | 5.07 | 4.60 | 7.66 | 3.44 | 2.03 | 1.87 | 2.13 | 2.70 | 2.33 | 3.12 | 2.75 | 5.00 | 2.03 | 0.00 |
Data as of 10/04/2022, Common starting date is 09/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLAX (MFS LIFETIME 2020 FUND A) |
-14.15%
Jun 2019 – Jun 2022 |
-6.78%
Jun 2017 – Jun 2022 |
-0.39%
Jun 2012 – Jun 2022 |
0.40%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLAX (MFS LIFETIME 2020 FUND A) |
20.48%
Feb 2009 – Feb 2012 |
15.95%
Feb 2009 – Feb 2014 |
9.72%
Feb 2009 – Feb 2019 |
5.72%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart