Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLEX (MFS LIFETIME 2020 FUND R1) | NA | -4.11% | -9.85% | -4.46% | 0.14% | 0.71% | NA | … | … |
Data as of 10/04/2022, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLEX (MFS LIFETIME 2020 FUND R1) | 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 | -4.11 | -9.85 | -4.46 | 0.14 | 0.71 | NA | … | … | -5.69 | -35.00 | 8.72 | 13.51 | -3.76 | 8.88 | 5.19 | -1.39 | 3.33 | 10.52 | 11.61 | -0.03 | 13.48 | 26.23 | -30.18 | 8.07 | 11.59 | 0.89 |
| Sharpe Ratio | NA | -0.69 | -0.42 | -0.27 | -0.02 | NA | NA | … | … | -1.08 | -0.85 | 0.82 | 3.55 | -1.06 | 3.22 | 0.96 | -0.26 | 0.71 | 1.84 | 1.73 | 0.00 | 1.22 | 1.49 | -1.15 | 0.44 | 0.91 | 0.12 |
| Standard Deviation(%) | NA | 7.00 | 24.54 | 19.19 | 14.02 | NA | NA | … | … | 7.77 | 41.29 | 10.37 | 3.41 | 4.80 | 2.58 | 5.16 | 5.47 | 4.67 | 5.71 | 6.75 | 13.06 | 11.00 | 17.50 | 26.93 | 11.41 | 9.17 | 8.50 |
| Draw Down(%) | NA | 12.92 | 39.61 | 39.61 | 39.61 | NA | NA | … | … | 12.40 | 35.92 | 15.57 | 1.21 | 7.29 | 1.10 | 3.65 | 6.06 | 3.73 | 5.33 | 5.58 | 11.74 | 8.61 | 17.83 | 39.19 | 7.60 | 9.67 | 3.97 |
| Yield(%) | 0.00 | 9.49 | 5.56 | 4.92 | 4.11 | 3.36 | 3.14 | … | … | 2.54 | 7.38 | 2.68 | 4.17 | 4.34 | 3.89 | 6.66 | 2.59 | 1.24 | 0.97 | 1.26 | 1.90 | 1.48 | 2.33 | 2.07 | 4.77 | 1.63 | 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 |
|---|---|---|---|---|
| MFLEX (MFS LIFETIME 2020 FUND R1) |
-11.46%
Jun 2019 – Jun 2022 |
-5.32%
Jun 2017 – Jun 2022 |
0.01%
Jun 2012 – Jun 2022 |
0.43%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLEX (MFS LIFETIME 2020 FUND R1) |
19.55%
Feb 2009 – Feb 2012 |
15.06%
Feb 2009 – Feb 2014 |
8.89%
Feb 2009 – Feb 2019 |
4.94%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart