Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MLLJX (MFS LIFETIME INCOME FUND R4) | 3.94% | 5.87% | 5.52% | 2.94% | 3.98% | 4.66% | NA | 4.97% |
Data as of 07/15/2025, AR inception is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLJX (MFS LIFETIME INCOME FUND R4) | 09/29/2005 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 5.87 | 5.52 | 2.94 | 3.98 | 4.66 | NA | 4.97 | 3.94 | 5.25 | 8.91 | -12.95 | 3.93 | 9.11 | 13.80 | -2.39 | 8.26 | 5.50 | -0.41 | 3.89 | 5.81 | 9.06 | 3.36 | 9.96 | 23.63 | -11.85 | 6.38 | 6.43 | -0.20 |
| Sharpe Ratio | NA | 0.58 | 0.36 | 0.18 | 0.45 | NA | NA | 0.60 | 0.88 | -0.29 | 0.81 | -1.67 | 0.77 | 0.88 | 3.87 | -0.87 | 3.38 | 1.31 | -0.11 | 1.30 | 1.52 | 2.43 | 0.53 | 1.89 | 3.31 | -1.51 | 1.05 | 1.08 | -0.14 |
| Standard Deviation(%) | NA | 5.45 | 6.32 | 6.12 | 5.79 | NA | NA | 6.12 | 6.05 | 4.67 | 5.83 | 8.62 | 5.09 | 10.00 | 3.20 | 4.28 | 2.27 | 4.04 | 3.83 | 2.97 | 3.81 | 3.74 | 6.30 | 5.23 | 7.12 | 8.44 | 3.25 | 2.93 | 24.63 |
| Draw Down(%) | NA | 4.38 | 8.95 | 17.79 | 17.79 | NA | NA | 17.79 | 4.38 | 2.99 | 5.51 | 15.40 | 4.40 | 14.81 | 0.97 | 5.47 | 1.02 | 2.47 | 4.22 | 2.36 | 4.25 | 2.70 | 4.96 | 3.73 | 5.68 | 16.93 | 1.70 | 1.67 | 8.90 |
| Yield(%) | 0.00 | 6.12 | 4.37 | 3.65 | 3.81 | 3.99 | 4.09 | 4.30 | 1.10 | 6.79 | 3.74 | 2.33 | 3.60 | 2.37 | 4.15 | 3.93 | 3.74 | 4.47 | 2.58 | 2.96 | 2.56 | 2.76 | 3.34 | 2.98 | 4.43 | 4.31 | 5.50 | 4.16 | 0.00 |
Data as of 07/15/2025, AR inception is 09/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLJX (MFS LIFETIME INCOME FUND R4) |
-1.49%
Oct 2020 - Oct 2023 |
1.78%
Sep 2017 - Sep 2022 |
2.77%
Oct 2013 - Oct 2023 |
4.13%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLJX (MFS LIFETIME INCOME FUND R4) |
14.47%
Feb 2009 - Feb 2012 |
11.08%
Feb 2009 - Feb 2014 |
7.23%
Feb 2009 - Feb 2019 |
5.99%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart