Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSBX (MFS Lifetime 2010 B) | NA | -0.81% | 4.06% | 4.71% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFSBX (MFS Lifetime 2010 B) | 09/30/2005 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.81 | 4.06 | 4.71 | NA | NA | NA | … | … | -1.58 | 4.72 | 8.13 | 2.24 | 9.51 | 21.68 | -14.90 | 6.41 | 7.67 | 0.50 |
| Sharpe Ratio | NA | -0.16 | 0.87 | 0.97 | NA | NA | NA | … | … | -0.35 | 1.26 | 2.29 | 0.39 | 1.78 | 2.65 | -1.43 | 0.71 | 1.03 | -0.13 |
| Standard Deviation(%) | NA | 5.09 | 4.37 | 4.81 | NA | NA | NA | … | … | 5.11 | 3.71 | 3.55 | 5.70 | 5.30 | 8.16 | 11.02 | 4.82 | 4.24 | 4.39 |
| Draw Down(%) | NA | 4.45 | 4.45 | 5.32 | NA | NA | NA | … | … | 4.45 | 4.32 | 2.65 | 5.32 | 3.65 | 7.73 | 20.14 | 2.95 | 3.65 | 1.99 |
| Yield(%) | 0.00 | 1.25 | 1.81 | 2.11 | 1.97 | 1.31 | 0.98 | … | … | 0.00 | 1.29 | 1.79 | 2.32 | 2.52 | 2.72 | 2.84 | 3.14 | 1.70 | 0.00 |
Data as of 11/20/2014, 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 |
|---|---|---|---|---|
| MFSBX (MFS Lifetime 2010 B) |
-2.73%
Feb 2006 – Feb 2009 |
4.02%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSBX (MFS Lifetime 2010 B) |
13.86%
Feb 2009 – Feb 2012 |
10.31%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart