Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLCX (MFS LIFETIME 2020 FUND C) | NA | -3.78% | -10.40% | -4.82% | -0.04% | 0.59% | NA | … | … |
Data as of 10/04/2022, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLCX (MFS LIFETIME 2020 FUND C) | 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 | -3.78 | -10.40 | -4.82 | -0.04 | 0.59 | NA | … | … | -5.40 | -36.42 | 8.70 | 13.45 | -3.73 | 8.89 | 5.20 | -1.32 | 3.29 | 10.57 | 11.50 | 0.05 | 13.47 | 26.21 | -30.21 | 8.18 | 11.77 | 0.79 |
| Sharpe Ratio | NA | -0.63 | -0.42 | -0.28 | -0.03 | NA | NA | … | … | -1.02 | -0.84 | 0.81 | 3.57 | -1.05 | 3.30 | 0.96 | -0.25 | 0.71 | 1.87 | 1.69 | 0.00 | 1.21 | 1.49 | -1.16 | 0.46 | 0.92 | 0.07 |
| Standard Deviation(%) | NA | 7.10 | 25.74 | 20.11 | 14.64 | NA | NA | … | … | 7.88 | 43.42 | 10.37 | 3.38 | 4.82 | 2.52 | 5.17 | 5.43 | 4.63 | 5.65 | 6.82 | 12.99 | 11.07 | 17.49 | 26.74 | 11.35 | 9.22 | 8.59 |
| Draw Down(%) | NA | 12.83 | 40.88 | 40.88 | 40.88 | NA | NA | … | … | 12.36 | 37.34 | 15.55 | 1.18 | 7.25 | 1.04 | 3.69 | 6.06 | 3.69 | 5.38 | 5.62 | 11.72 | 8.73 | 17.88 | 39.15 | 7.60 | 9.67 | 3.97 |
| Yield(%) | 0.00 | 9.76 | 5.79 | 5.04 | 4.24 | 3.46 | 3.24 | … | … | 2.75 | 7.45 | 2.86 | 4.47 | 4.34 | 3.82 | 7.00 | 2.71 | 1.34 | 1.09 | 1.44 | 2.08 | 1.73 | 2.50 | 2.27 | 4.70 | 1.80 | 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 |
|---|---|---|---|---|
| MFLCX (MFS LIFETIME 2020 FUND C) |
-12.09%
Jun 2019 – Jun 2022 |
-5.73%
Jun 2017 – Jun 2022 |
-0.21%
Jun 2012 – Jun 2022 |
0.29%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLCX (MFS LIFETIME 2020 FUND C) |
19.57%
Feb 2009 – Feb 2012 |
15.08%
Feb 2009 – Feb 2014 |
8.89%
Feb 2009 – Feb 2019 |
4.96%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart