Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLHX (MFS LIFETIME 2020 FUND R3) | NA | -2.76% | -12.44% | -5.84% | -0.20% | 0.73% | NA | … | … |
Data as of 10/04/2022, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLHX (MFS LIFETIME 2020 FUND R3) | 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 | -2.76 | -12.44 | -5.84 | -0.20 | 0.73 | NA | … | … | -4.53 | -42.15 | 9.48 | 14.41 | -3.05 | 9.70 | 6.03 | -0.59 | 4.06 | 11.40 | 12.35 | 0.79 | 14.34 | 27.13 | -29.68 | 8.86 | 12.37 | 0.89 |
| Sharpe Ratio | NA | -0.47 | -0.41 | -0.27 | -0.04 | NA | NA | … | … | -0.84 | -0.80 | 0.88 | 3.74 | -0.90 | 3.60 | 1.12 | -0.11 | 0.87 | 2.01 | 1.83 | 0.06 | 1.29 | 1.54 | -1.14 | 0.52 | 0.99 | 0.12 |
| Standard Deviation(%) | NA | 7.40 | 31.06 | 24.20 | 17.47 | NA | NA | … | … | 8.24 | 52.89 | 10.41 | 3.48 | 4.85 | 2.53 | 5.18 | 5.46 | 4.63 | 5.66 | 6.77 | 13.04 | 11.04 | 17.51 | 26.80 | 11.37 | 9.17 | 8.82 |
| Draw Down(%) | NA | 12.46 | 45.66 | 45.66 | 45.66 | NA | NA | … | … | 12.02 | 43.01 | 15.53 | 1.20 | 6.59 | 1.01 | 3.63 | 5.72 | 3.61 | 5.28 | 5.53 | 11.45 | 8.61 | 17.72 | 38.97 | 7.54 | 9.55 | 3.87 |
| Yield(%) | 0.00 | 10.80 | 6.78 | 5.93 | 5.11 | 4.19 | 3.95 | … | … | 3.18 | 8.17 | 4.12 | 5.26 | 5.09 | 4.64 | 7.65 | 3.45 | 2.07 | 1.81 | 2.15 | 2.70 | 2.31 | 3.13 | 2.77 | 4.95 | 2.02 | 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 |
|---|---|---|---|---|
| MFLHX (MFS LIFETIME 2020 FUND R3) |
-14.20%
Jun 2019 – Jun 2022 |
-6.80%
Jun 2017 – Jun 2022 |
-0.40%
Jun 2012 – Jun 2022 |
0.39%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLHX (MFS LIFETIME 2020 FUND R3) |
20.45%
Feb 2009 – Feb 2012 |
15.94%
Feb 2009 – Feb 2014 |
9.71%
Feb 2009 – Feb 2019 |
5.72%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart