Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLGX (MFS LIFETIME 2020 FUND R2) | NA | -3.06% | -11.74% | -5.48% | -0.14% | 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 |
|---|---|---|
| MFLGX (MFS LIFETIME 2020 FUND R2) | 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 | -3.06 | -11.74 | -5.48 | -0.14 | 0.68 | NA | … | … | -4.78 | -40.21 | 9.20 | 14.05 | -3.22 | 9.38 | 5.79 | -0.86 | 3.82 | 11.12 | 12.10 | 0.46 | 14.08 | 26.89 | -29.89 | 8.62 | 12.04 | 0.89 |
| Sharpe Ratio | NA | -0.51 | -0.42 | -0.27 | -0.04 | NA | NA | … | … | -0.89 | -0.81 | 0.87 | 3.65 | -0.94 | 3.49 | 1.07 | -0.16 | 0.82 | 1.96 | 1.79 | 0.03 | 1.28 | 1.55 | -1.14 | 0.50 | 0.95 | 0.12 |
| Standard Deviation(%) | NA | 7.32 | 29.23 | 22.79 | 16.50 | NA | NA | … | … | 8.15 | 49.66 | 10.31 | 3.46 | 4.83 | 2.52 | 5.19 | 5.49 | 4.66 | 5.65 | 6.77 | 13.00 | 10.97 | 17.34 | 26.87 | 11.33 | 9.23 | 8.79 |
| Draw Down(%) | NA | 12.58 | 44.05 | 44.05 | 44.05 | NA | NA | … | … | 12.09 | 41.11 | 15.55 | 1.16 | 6.79 | 1.02 | 3.65 | 5.90 | 3.64 | 5.32 | 5.57 | 11.53 | 8.57 | 17.68 | 39.06 | 7.57 | 9.65 | 3.97 |
| Yield(%) | 0.00 | 10.48 | 6.46 | 5.64 | 4.82 | 3.94 | 3.71 | … | … | 3.06 | 7.94 | 3.81 | 4.85 | 4.83 | 4.37 | 7.48 | 3.20 | 1.81 | 1.56 | 1.84 | 2.47 | 2.10 | 2.90 | 2.68 | 4.88 | 1.89 | 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 |
|---|---|---|---|---|
| MFLGX (MFS LIFETIME 2020 FUND R2) |
-13.48%
Jun 2019 – Jun 2022 |
-6.42%
Jun 2017 – Jun 2022 |
-0.32%
Jun 2012 – Jun 2022 |
0.36%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLGX (MFS LIFETIME 2020 FUND R2) |
20.19%
Feb 2009 – Feb 2012 |
15.66%
Feb 2009 – Feb 2014 |
9.44%
Feb 2009 – Feb 2019 |
5.46%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart