Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLRX (MFS LIFETIME INCOME FUND 529B) | NA | -1.51% | -0.68% | 1.05% | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 01/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLRX (MFS LIFETIME INCOME FUND 529B) | 01/12/2015 | 05/06/2022 |
| 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 | -1.51 | -0.68 | 1.05 | NA | NA | NA | … | … | -4.89 | -15.60 | 8.56 | 10.50 | -6.11 | 7.23 | 4.42 | -1.42 |
| Sharpe Ratio | NA | -0.35 | -0.09 | 0.03 | NA | NA | NA | … | … | -2.65 | -0.90 | 0.83 | 2.69 | -1.71 | 2.93 | 1.07 | -0.39 |
| Standard Deviation(%) | NA | 4.64 | 11.71 | 9.35 | NA | NA | NA | … | … | 5.22 | 17.42 | 9.98 | 3.41 | 4.35 | 2.27 | 3.93 | 3.85 |
| Draw Down(%) | NA | 6.45 | 17.23 | 17.23 | NA | NA | NA | … | … | 6.25 | 17.15 | 14.85 | 1.42 | 7.48 | 1.05 | 2.54 | 4.64 |
| Yield(%) | 0.00 | 5.96 | 4.26 | 3.81 | 2.46 | 1.64 | 1.23 | … | … | 0.26 | 6.41 | 2.69 | 3.32 | 3.09 | 2.92 | 3.80 | 1.69 |
Data as of 05/06/2022, 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 |
|---|---|---|---|---|
| MLLRX (MFS LIFETIME INCOME FUND 529B) |
-0.71%
Apr 2019 – Apr 2022 |
1.03%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLRX (MFS LIFETIME INCOME FUND 529B) |
6.08%
Feb 2018 – Feb 2021 |
5.96%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart