Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFSIX (MFS Series Trust XII - MFS Lifetime 2010 Fund) | NA | -0.65% | 4.80% | 5.49% | NA | NA | NA | 5.40% |
Data as of 11/20/2014, AR inception is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFSIX (MFS Series Trust XII - MFS Lifetime 2010 Fund) | 09/30/2005 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.65 | 4.80 | 5.49 | NA | NA | NA | 5.40 | -1.56 | 5.82 | 9.13 | 3.35 | 10.13 | 22.86 | -14.05 | 7.45 | 8.66 | 0.60 |
| Sharpe Ratio | NA | -0.12 | 1.00 | 1.11 | NA | NA | NA | 0.71 | -0.32 | 1.57 | 2.59 | 0.58 | 1.90 | 2.78 | -1.36 | 0.91 | 1.25 | -0.04 |
| Standard Deviation(%) | NA | 5.59 | 4.57 | 4.93 | NA | NA | NA | 6.21 | 5.59 | 3.70 | 3.53 | 5.69 | 5.28 | 8.18 | 10.94 | 4.88 | 4.31 | 4.59 |
| Draw Down(%) | NA | 4.84 | 4.84 | 5.16 | NA | NA | NA | 20.34 | 4.84 | 4.19 | 2.62 | 5.16 | 3.86 | 7.68 | 19.75 | 2.83 | 3.54 | 1.99 |
| Yield(%) | 0.00 | 2.16 | 2.81 | 3.04 | 2.74 | 1.83 | 1.37 | 3.05 | 0.00 | 2.25 | 2.75 | 3.42 | 3.11 | 3.83 | 3.57 | 4.00 | 2.30 | 0.00 |
Data as of 11/20/2014, AR inception is 09/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSIX (MFS Series Trust XII - MFS Lifetime 2010 Fund) |
-1.81%
Feb 2006 - Feb 2009 |
4.95%
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 |
|---|---|---|---|---|
| MFSIX (MFS Series Trust XII - MFS Lifetime 2010 Fund) |
14.90%
Feb 2009 - Feb 2012 |
11.34%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart