Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSDX (MFS Lifetime 2010 C) | NA | -0.94% | 4.02% | 4.67% | 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 |
|---|---|---|
| MFSDX (MFS Lifetime 2010 C) | 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 | -0.94 | 4.02 | 4.67 | NA | NA | NA | … | … | -1.67 | 4.74 | 8.13 | 2.23 | 9.50 | 21.53 | -14.89 | 6.30 | 7.70 | 0.50 |
| Sharpe Ratio | NA | -0.19 | 0.86 | 0.96 | NA | NA | NA | … | … | -0.37 | 1.26 | 2.30 | 0.38 | 1.78 | 2.64 | -1.45 | 0.68 | 1.03 | -0.13 |
| Standard Deviation(%) | NA | 5.13 | 4.40 | 4.83 | NA | NA | NA | … | … | 5.15 | 3.73 | 3.54 | 5.78 | 5.28 | 8.12 | 10.90 | 4.83 | 4.30 | 4.36 |
| Draw Down(%) | NA | 4.50 | 4.50 | 5.37 | NA | NA | NA | … | … | 4.50 | 4.29 | 2.76 | 5.37 | 3.76 | 7.88 | 20.11 | 2.95 | 3.74 | 1.99 |
| Yield(%) | 0.00 | 1.22 | 1.86 | 2.21 | 2.05 | 1.37 | 1.03 | … | … | 0.00 | 1.26 | 1.89 | 2.40 | 2.64 | 3.05 | 2.98 | 3.30 | 1.73 | 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 |
|---|---|---|---|---|
| MFSDX (MFS Lifetime 2010 C) |
-2.79%
Feb 2006 – Feb 2009 |
3.98%
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 |
|---|---|---|---|---|
| MFSDX (MFS Lifetime 2010 C) |
13.88%
Feb 2009 – Feb 2012 |
10.31%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart