Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLBX (MFS LIFETIME 2020 FUND B) | NA | -3.85% | -9.98% | -4.55% | 0.10% | 0.68% | NA | … | … |
Data as of 10/04/2022, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLBX (MFS LIFETIME 2020 FUND B) | 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 | -3.85 | -9.98 | -4.55 | 0.10 | 0.68 | NA | … | … | -5.44 | -35.35 | 8.74 | 13.52 | -3.77 | 8.83 | 5.29 | -1.35 | 3.21 | 10.58 | 11.61 | 0.01 | 13.45 | 26.25 | -30.20 | 8.20 | 11.66 | 0.79 |
| Sharpe Ratio | NA | -0.64 | -0.42 | -0.27 | -0.03 | NA | NA | … | … | -1.02 | -0.84 | 0.81 | 3.55 | -1.05 | 3.24 | 0.99 | -0.25 | 0.69 | 1.85 | 1.74 | 0.00 | 1.21 | 1.50 | -1.16 | 0.45 | 0.91 | 0.07 |
| Standard Deviation(%) | NA | 7.15 | 24.94 | 19.50 | 14.23 | NA | NA | … | … | 7.91 | 41.95 | 10.40 | 3.42 | 4.84 | 2.54 | 5.14 | 5.49 | 4.63 | 5.71 | 6.70 | 12.99 | 11.02 | 17.39 | 26.83 | 11.43 | 9.20 | 8.59 |
| Draw Down(%) | NA | 12.83 | 39.99 | 39.99 | 39.99 | NA | NA | … | … | 12.31 | 36.23 | 15.52 | 1.21 | 7.30 | 1.10 | 3.65 | 6.06 | 3.73 | 5.33 | 5.57 | 11.63 | 8.67 | 17.79 | 39.19 | 7.59 | 9.67 | 3.97 |
| Yield(%) | 0.00 | 9.49 | 5.74 | 4.98 | 4.18 | 3.40 | 3.18 | … | … | 2.72 | 7.20 | 3.15 | 4.35 | 4.19 | 3.75 | 6.83 | 2.71 | 1.28 | 1.04 | 1.36 | 1.94 | 1.59 | 2.28 | 2.17 | 4.45 | 1.60 | 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 |
|---|---|---|---|---|
| MFLBX (MFS LIFETIME 2020 FUND B) |
-11.66%
Jun 2019 – Jun 2022 |
-5.45%
Jun 2017 – Jun 2022 |
-0.05%
Jun 2012 – Jun 2022 |
0.38%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLBX (MFS LIFETIME 2020 FUND B) |
19.55%
Feb 2009 – Feb 2012 |
15.06%
Feb 2009 – Feb 2014 |
8.89%
Feb 2009 – Feb 2019 |
4.96%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart