Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLQX (MFS LIFETIME INCOME FUND 529A) | NA | -8.01% | -4.17% | -0.68% | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 01/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLQX (MFS LIFETIME INCOME FUND 529A) | 01/12/2015 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.01 | -4.17 | -0.68 | NA | NA | NA | … | … | -9.54 | -19.14 | 9.23 | 10.96 | -5.72 | 8.04 | 5.18 | -0.72 |
| Sharpe Ratio | NA | -1.59 | -0.33 | -0.13 | NA | NA | NA | … | … | -3.01 | -0.89 | 0.90 | 2.79 | -1.61 | 3.21 | 1.25 | -0.20 |
| Standard Deviation(%) | NA | 5.26 | 13.86 | 11.00 | NA | NA | NA | … | … | 5.62 | 21.49 | 9.97 | 3.45 | 4.39 | 2.32 | 3.97 | 3.86 |
| Draw Down(%) | NA | 9.99 | 23.70 | 23.70 | NA | NA | NA | … | … | 9.82 | 20.63 | 14.88 | 1.42 | 7.10 | 1.00 | 2.42 | 4.35 |
| Yield(%) | 0.00 | 5.89 | 4.53 | 4.28 | 2.92 | 1.95 | 1.46 | … | … | 0.52 | 6.43 | 3.30 | 4.11 | 3.74 | 3.69 | 4.56 | 2.40 |
Data as of 07/27/2022, Common starting date is 01/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLQX (MFS LIFETIME INCOME FUND 529A) |
-4.02%
Jun 2019 – Jun 2022 |
-0.53%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLQX (MFS LIFETIME INCOME FUND 529A) |
6.76%
Feb 2018 – Feb 2021 |
6.71%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart