Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLIX (MFS LIFETIME 2020 FUND I) | NA | -2.39% | -13.20% | -6.23% | -0.28% | 0.76% | NA | … | … |
Data as of 10/04/2022, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLIX (MFS LIFETIME 2020 FUND I) | 09/29/2005 | 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 | -2.39 | -13.20 | -6.23 | -0.28 | 0.76 | NA | … | … | -4.26 | -44.05 | 9.73 | 14.64 | -2.73 | 9.98 | 6.36 | -0.42 | 4.30 | 11.70 | 12.62 | 1.03 | 14.66 | 27.45 | -29.46 | 9.20 | 12.88 | 1.70 |
| Sharpe Ratio | NA | -0.41 | -0.41 | -0.27 | -0.04 | NA | NA | … | … | -0.78 | -0.78 | 0.91 | 3.89 | -0.85 | 3.68 | 1.17 | -0.08 | 0.92 | 2.08 | 1.88 | 0.08 | 1.32 | 1.57 | -1.13 | 0.54 | 1.04 | 0.49 |
| Standard Deviation(%) | NA | 7.50 | 32.95 | 25.65 | 18.48 | NA | NA | … | … | 8.36 | 56.24 | 10.42 | 3.40 | 4.78 | 2.55 | 5.25 | 5.49 | 4.65 | 5.60 | 6.74 | 13.00 | 11.06 | 17.41 | 26.83 | 11.39 | 9.25 | 8.71 |
| Draw Down(%) | NA | 12.34 | 47.33 | 47.33 | 47.33 | NA | NA | … | … | 11.94 | 44.96 | 15.49 | 1.19 | 6.40 | 1.01 | 3.54 | 5.62 | 3.59 | 5.25 | 5.50 | 11.32 | 8.58 | 17.68 | 38.89 | 7.51 | 9.63 | 3.87 |
| Yield(%) | 0.00 | 11.17 | 7.07 | 6.18 | 5.38 | 4.43 | 4.24 | … | … | 3.31 | 8.45 | 4.40 | 5.48 | 5.29 | 4.87 | 7.88 | 3.68 | 2.32 | 2.06 | 2.36 | 2.93 | 2.56 | 3.38 | 2.99 | 5.30 | 2.22 | 0.00 |
Data as of 10/04/2022, Common starting date is 09/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLIX (MFS LIFETIME 2020 FUND I) |
-14.95%
Jun 2019 – Jun 2022 |
-7.20%
Jun 2017 – Jun 2022 |
-0.49%
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 |
|---|---|---|---|---|
| MFLIX (MFS LIFETIME 2020 FUND I) |
20.77%
Feb 2009 – Feb 2012 |
16.23%
Feb 2009 – Feb 2014 |
9.99%
Feb 2009 – Feb 2019 |
6.01%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart