Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSNX (MFS Lifetime 2010 R2) | NA | -0.77% | 4.40% | 5.04% | 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 |
|---|---|---|
| MFSNX (MFS Lifetime 2010 R2) | 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 | -0.77 | 4.40 | 5.04 | NA | NA | NA | … | … | -1.58 | 5.28 | 8.58 | 2.81 | 9.61 | 22.26 | -14.54 | 6.84 | 7.95 | 0.50 |
| Sharpe Ratio | NA | -0.15 | 0.93 | 1.02 | NA | NA | NA | … | … | -0.33 | 1.41 | 2.44 | 0.48 | 1.79 | 2.71 | -1.42 | 0.80 | 1.09 | -0.13 |
| Standard Deviation(%) | NA | 5.40 | 4.49 | 4.91 | NA | NA | NA | … | … | 5.41 | 3.71 | 3.53 | 5.79 | 5.31 | 8.19 | 10.89 | 4.78 | 4.28 | 4.51 |
| Draw Down(%) | NA | 4.67 | 4.67 | 5.23 | NA | NA | NA | … | … | 4.67 | 4.25 | 2.65 | 5.23 | 3.90 | 7.74 | 19.95 | 2.94 | 3.65 | 1.99 |
| Yield(%) | 0.00 | 1.68 | 2.32 | 2.56 | 2.34 | 1.56 | 1.17 | … | … | 0.00 | 1.75 | 2.21 | 2.97 | 2.62 | 3.39 | 3.20 | 3.64 | 1.99 | 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 |
|---|---|---|---|---|
| MFSNX (MFS Lifetime 2010 R2) |
-2.41%
Feb 2006 – Feb 2009 |
4.42%
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 |
|---|---|---|---|---|
| MFSNX (MFS Lifetime 2010 R2) |
14.29%
Feb 2009 – Feb 2012 |
10.78%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart