Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFSPX (MFS Lifetime 2010 R4) | NA | -0.65% | 4.81% | 5.50% | NA | NA | NA | 5.38% |
Data as of 11/20/2014, AR inception is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFSPX (MFS Lifetime 2010 R4) | 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 | 4.81 | 5.50 | NA | NA | NA | 5.38 | -1.49 | 5.75 | 9.23 | 3.27 | 10.24 | 22.77 | -14.06 | 7.31 | 8.68 | 0.50 |
| Sharpe Ratio | NA | -0.12 | 1.01 | 1.11 | NA | NA | NA | 0.71 | -0.30 | 1.55 | 2.60 | 0.57 | 1.90 | 2.78 | -1.36 | 0.88 | 1.26 | -0.12 |
| Standard Deviation(%) | NA | 5.51 | 4.54 | 4.92 | NA | NA | NA | 6.21 | 5.52 | 3.69 | 3.55 | 5.72 | 5.33 | 8.16 | 10.96 | 4.88 | 4.30 | 4.61 |
| Draw Down(%) | NA | 4.84 | 4.84 | 5.17 | NA | NA | NA | 20.35 | 4.84 | 4.19 | 2.62 | 5.17 | 3.78 | 7.68 | 19.77 | 2.83 | 3.64 | 1.99 |
| Yield(%) | 0.00 | 2.16 | 2.81 | 3.04 | 2.73 | 1.82 | 1.36 | 3.03 | 0.00 | 2.25 | 2.75 | 3.43 | 3.11 | 3.83 | 3.57 | 3.96 | 2.21 | 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 |
|---|---|---|---|---|
| MFSPX (MFS Lifetime 2010 R4) |
-1.88%
Feb 2006 - Feb 2009 |
4.93%
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 |
|---|---|---|---|---|
| MFSPX (MFS Lifetime 2010 R4) |
14.88%
Feb 2009 - Feb 2012 |
11.35%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart