Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLJX (MFS LIFETIME 2020 FUND R4) | NA | -2.35% | -13.11% | -6.18% | -0.26% | 0.77% | NA | … | … |
Data as of 10/04/2022, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLJX (MFS LIFETIME 2020 FUND R4) | 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 | -2.35 | -13.11 | -6.18 | -0.26 | 0.77 | NA | … | … | -4.24 | -43.91 | 9.74 | 14.65 | -2.80 | 10.04 | 6.28 | -0.41 | 4.30 | 11.71 | 12.74 | 0.93 | 14.68 | 27.48 | -29.48 | 9.08 | 12.77 | 1.70 |
| Sharpe Ratio | NA | -0.41 | -0.41 | -0.27 | -0.04 | NA | NA | … | … | -0.78 | -0.78 | 0.91 | 3.80 | -0.84 | 3.67 | 1.16 | -0.08 | 0.93 | 2.05 | 1.89 | 0.07 | 1.32 | 1.58 | -1.13 | 0.53 | 1.02 | 0.48 |
| Standard Deviation(%) | NA | 7.48 | 32.84 | 25.58 | 18.43 | NA | NA | … | … | 8.33 | 56.06 | 10.36 | 3.49 | 4.92 | 2.57 | 5.20 | 5.50 | 4.59 | 5.71 | 6.76 | 12.96 | 11.04 | 17.33 | 26.84 | 11.42 | 9.34 | 8.84 |
| Draw Down(%) | NA | 12.37 | 47.22 | 47.22 | 47.22 | NA | NA | … | … | 12.01 | 44.78 | 15.50 | 1.15 | 6.40 | 1.01 | 3.54 | 5.69 | 3.59 | 5.26 | 5.43 | 11.33 | 8.59 | 17.70 | 38.84 | 7.51 | 9.63 | 3.87 |
| Yield(%) | 0.00 | 11.12 | 7.03 | 6.15 | 5.36 | 4.42 | 4.22 | … | … | 3.31 | 8.40 | 4.34 | 5.48 | 5.29 | 4.76 | 7.89 | 3.68 | 2.32 | 2.06 | 2.37 | 2.93 | 2.57 | 3.39 | 2.99 | 5.27 | 2.12 | 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 |
|---|---|---|---|---|
| MFLJX (MFS LIFETIME 2020 FUND R4) |
-14.87%
Jun 2019 – Jun 2022 |
-7.15%
Jun 2017 – Jun 2022 |
-0.46%
Jun 2012 – Jun 2022 |
0.44%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLJX (MFS LIFETIME 2020 FUND R4) |
20.80%
Feb 2009 – Feb 2012 |
16.23%
Feb 2009 – Feb 2014 |
9.99%
Feb 2009 – Feb 2019 |
5.99%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart