Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSOX (MFS Lifetime 2010 R3) | NA | -0.62% | 4.64% | 5.30% | 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 |
|---|---|---|
| MFSOX (MFS Lifetime 2010 R3) | 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 | -0.62 | 4.64 | 5.30 | NA | NA | NA | … | … | -1.41 | 5.54 | 8.86 | 3.08 | 9.85 | 22.56 | -14.26 | 7.01 | 8.26 | 0.50 |
| Sharpe Ratio | NA | -0.12 | 0.99 | 1.08 | NA | NA | NA | … | … | -0.30 | 1.50 | 2.45 | 0.53 | 1.85 | 2.77 | -1.39 | 0.82 | 1.17 | -0.12 |
| Standard Deviation(%) | NA | 5.35 | 4.48 | 4.88 | NA | NA | NA | … | … | 5.36 | 3.68 | 3.63 | 5.72 | 5.27 | 8.12 | 10.91 | 4.85 | 4.28 | 4.60 |
| Draw Down(%) | NA | 4.63 | 4.63 | 5.19 | NA | NA | NA | … | … | 4.63 | 4.21 | 2.63 | 5.19 | 3.88 | 7.70 | 19.84 | 2.93 | 3.64 | 1.99 |
| Yield(%) | 0.00 | 1.96 | 2.56 | 2.78 | 2.50 | 1.67 | 1.25 | … | … | 0.00 | 2.04 | 2.46 | 3.15 | 2.80 | 3.58 | 3.33 | 3.64 | 2.10 | 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 |
|---|---|---|---|---|
| MFSOX (MFS Lifetime 2010 R3) |
-2.15%
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 |
|---|---|---|---|---|
| MFSOX (MFS Lifetime 2010 R3) |
14.58%
Feb 2009 – Feb 2012 |
11.07%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart