Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLSX (MFS LIFETIME INCOME FUND 529C) | NA | -2.12% | -0.93% | 0.88% | 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 |
|---|---|---|
| MLLSX (MFS LIFETIME INCOME FUND 529C) | 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 | -2.12 | -0.93 | 0.88 | NA | NA | NA | … | … | -5.02 | -15.59 | 8.48 | 9.97 | -6.02 | 7.13 | 4.42 | -1.42 |
| Sharpe Ratio | NA | -0.49 | -0.11 | 0.02 | NA | NA | NA | … | … | -2.79 | -0.91 | 0.83 | 2.68 | -1.69 | 2.92 | 1.06 | -0.39 |
| Standard Deviation(%) | NA | 4.58 | 11.55 | 9.23 | NA | NA | NA | … | … | 5.08 | 17.15 | 9.90 | 3.37 | 4.34 | 2.23 | 3.98 | 3.83 |
| Draw Down(%) | NA | 6.69 | 17.68 | 17.68 | NA | NA | NA | … | … | 6.38 | 16.98 | 14.86 | 1.42 | 7.48 | 1.15 | 2.59 | 4.64 |
| Yield(%) | 0.00 | 5.35 | 3.89 | 3.59 | 2.35 | 1.57 | 1.18 | … | … | 0.13 | 5.66 | 2.54 | 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 |
|---|---|---|---|---|
| MLLSX (MFS LIFETIME INCOME FUND 529C) |
-0.99%
Apr 2019 – Apr 2022 |
0.86%
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 |
|---|---|---|---|---|
| MLLSX (MFS LIFETIME INCOME FUND 529C) |
5.99%
Feb 2018 – Feb 2021 |
5.92%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart