Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSAX (MFS Lifetime 2010 A) | NA | -0.73% | 4.59% | 5.27% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFSAX (MFS Lifetime 2010 A) | 09/30/2005 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.73 | 4.59 | 5.27 | NA | NA | NA | … | … | -1.57 | 5.51 | 8.93 | 3.04 | 9.93 | 22.43 | -14.29 | 7.07 | 8.40 | 0.50 |
| Sharpe Ratio | NA | -0.14 | 0.97 | 1.06 | NA | NA | NA | … | … | -0.32 | 1.49 | 2.51 | 0.52 | 1.84 | 2.75 | -1.39 | 0.84 | 1.20 | -0.12 |
| Standard Deviation(%) | NA | 5.45 | 4.53 | 4.93 | NA | NA | NA | … | … | 5.46 | 3.68 | 3.57 | 5.80 | 5.34 | 8.11 | 10.93 | 4.82 | 4.29 | 4.61 |
| Draw Down(%) | NA | 4.79 | 4.79 | 5.19 | NA | NA | NA | … | … | 4.79 | 4.21 | 2.63 | 5.19 | 3.79 | 7.59 | 19.84 | 2.93 | 3.55 | 1.99 |
| Yield(%) | 0.00 | 1.93 | 2.58 | 2.81 | 2.53 | 1.68 | 1.26 | … | … | 0.00 | 2.01 | 2.53 | 3.21 | 2.88 | 3.57 | 3.29 | 3.71 | 2.14 | 0.00 |
Data as of 11/20/2014, Common starting date is 09/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSAX (MFS Lifetime 2010 A) |
-2.09%
Feb 2006 – Feb 2009 |
4.67%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSAX (MFS Lifetime 2010 A) |
14.59%
Feb 2009 – Feb 2012 |
11.06%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart