Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSEX (MFS Lifetime 2010 R1) | NA | -0.86% | 4.06% | 4.62% | 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 |
|---|---|---|
| MFSEX (MFS Lifetime 2010 R1) | 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 | -0.86 | 4.06 | 4.62 | NA | NA | NA | … | … | -1.59 | 4.73 | 8.13 | 2.25 | 9.09 | 21.61 | -14.95 | 6.33 | 7.50 | 0.50 |
| Sharpe Ratio | NA | -0.17 | 0.87 | 0.95 | NA | NA | NA | … | … | -0.35 | 1.27 | 2.30 | 0.39 | 1.69 | 2.64 | -1.45 | 0.69 | 0.98 | -0.13 |
| Standard Deviation(%) | NA | 5.13 | 4.39 | 4.84 | NA | NA | NA | … | … | 5.15 | 3.71 | 3.53 | 5.76 | 5.33 | 8.14 | 10.92 | 4.84 | 4.30 | 4.47 |
| Draw Down(%) | NA | 4.49 | 4.49 | 5.37 | NA | NA | NA | … | … | 4.49 | 4.29 | 2.76 | 5.37 | 3.93 | 7.78 | 20.07 | 2.95 | 3.75 | 1.99 |
| Yield(%) | 0.00 | 1.14 | 1.84 | 2.10 | 1.98 | 1.32 | 0.99 | … | … | 0.00 | 1.18 | 1.80 | 2.50 | 2.24 | 2.88 | 2.79 | 3.32 | 1.84 | 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 |
|---|---|---|---|---|
| MFSEX (MFS Lifetime 2010 R1) |
-2.83%
Feb 2006 – Feb 2009 |
3.89%
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 |
|---|---|---|---|---|
| MFSEX (MFS Lifetime 2010 R1) |
13.72%
Feb 2009 – Feb 2012 |
10.22%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart