Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFJGX (MFS LIFETIME 2060 FUND R2) | 7.03% | 15.98% | 14.70% | 7.54% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFJGX (MFS LIFETIME 2060 FUND R2) | 12/07/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 15.98 | 14.70 | 7.54 | NA | NA | NA | … | … | 7.03 | 10.55 | 12.69 | 16.21 | -16.17 | 19.78 | 12.88 | 26.31 | -8.32 | 20.62 | -1.48 |
| Sharpe Ratio | NA | 1.42 | 1.01 | 0.38 | NA | NA | NA | … | … | 1.30 | 0.52 | 0.87 | 1.10 | -0.87 | 1.73 | 0.43 | 2.49 | -0.75 | 3.40 | -2.52 |
| Standard Deviation(%) | NA | 10.75 | 12.08 | 14.00 | NA | NA | NA | … | … | 12.72 | 15.08 | 10.43 | 11.49 | 20.20 | 11.43 | 29.30 | 9.96 | 13.02 | 5.89 | 8.45 |
| Draw Down(%) | NA | 8.39 | 14.65 | 23.60 | NA | NA | NA | … | … | 8.39 | 14.65 | 6.45 | 10.43 | 23.35 | 5.28 | 32.98 | 5.49 | 17.20 | 1.77 | 2.25 |
| Yield(%) | 0.00 | 5.82 | 4.75 | 4.38 | 4.57 | 3.05 | 2.29 | … | … | 0.00 | 6.22 | 3.99 | 3.18 | 3.80 | 6.70 | 1.56 | 2.88 | 2.40 | 2.64 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFJGX (MFS LIFETIME 2060 FUND R2) |
1.42%
Mar 2017 – Mar 2020 |
4.83%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFJGX (MFS LIFETIME 2060 FUND R2) |
19.53%
Dec 2018 – Dec 2021 |
13.47%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart