Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFLKX (MFS LIFETIME 2020 FUND R6) | NA | -2.16% | -4.31% | -0.54% | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 08/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFLKX (MFS LIFETIME 2020 FUND R6) | 08/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.16 | -4.31 | -0.54 | NA | NA | NA | … | … | -4.09 | -25.46 | 9.94 | 9.35 | -8.14 | 10.04 | -0.69 |
| Sharpe Ratio | NA | -0.38 | -0.27 | -0.10 | NA | NA | NA | … | … | -0.75 | -0.90 | 0.93 | 1.33 | -1.30 | 3.69 | -0.52 |
| Standard Deviation(%) | NA | 7.55 | 17.26 | 13.62 | NA | NA | NA | … | … | 8.42 | 28.30 | 10.35 | 6.04 | 7.27 | 2.56 | 4.41 |
| Draw Down(%) | NA | 12.28 | 29.64 | 29.64 | NA | NA | NA | … | … | 11.89 | 26.62 | 15.45 | 4.77 | 10.35 | 1.09 | 2.48 |
| Yield(%) | 0.00 | 11.38 | 7.23 | 6.33 | 3.88 | 2.58 | 1.94 | … | … | 3.39 | 8.60 | 4.53 | 5.64 | 5.43 | 5.01 | 7.36 |
Data as of 10/04/2022, Common starting date is 08/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLKX (MFS LIFETIME 2020 FUND R6) |
-6.25%
Jun 2019 – Jun 2022 |
-1.58%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFLKX (MFS LIFETIME 2020 FUND R6) |
7.21%
Feb 2018 – Feb 2021 |
1.85%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart