MFS Lifetime 2060 Fund B (MFJBX)
19.20
+0.09
(+0.47%)
USD |
Jun 09 2026
MFJBX Max Drawdown (5Y): 23.95% for May 31, 2026
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| May 31, 2026 | 23.95% |
| April 30, 2026 | 23.95% |
| March 31, 2026 | 23.95% |
| February 28, 2026 | 23.95% |
| January 31, 2026 | 23.95% |
| December 31, 2025 | 23.95% |
| November 30, 2025 | 23.95% |
| October 31, 2025 | 23.95% |
| September 30, 2025 | 23.95% |
| August 31, 2025 | 23.95% |
| July 31, 2025 | 23.95% |
| June 30, 2025 | 23.95% |
| May 31, 2025 | 23.95% |
| April 30, 2025 | 23.95% |
| March 31, 2025 | 26.54% |
| February 28, 2025 | 32.98% |
| January 31, 2025 | 32.98% |
| December 31, 2024 | 32.98% |
| November 30, 2024 | 32.98% |
| October 31, 2024 | 32.98% |
| September 30, 2024 | 32.98% |
| August 31, 2024 | 32.98% |
| July 31, 2024 | 32.98% |
| June 30, 2024 | 32.98% |
| May 31, 2024 | 32.98% |
| Date | Value |
|---|---|
| April 30, 2024 | 32.98% |
| March 31, 2024 | 32.98% |
| February 29, 2024 | 32.98% |
| January 31, 2024 | 32.98% |
| December 31, 2023 | 32.98% |
| November 30, 2023 | 32.98% |
| October 31, 2023 | 32.98% |
| September 30, 2023 | 32.98% |
| August 31, 2023 | 32.98% |
| July 31, 2023 | 32.98% |
| June 30, 2023 | 32.98% |
| May 31, 2023 | 32.98% |
| April 30, 2023 | 32.98% |
| March 31, 2023 | 32.98% |
| February 28, 2023 | 32.98% |
| January 31, 2023 | 32.98% |
| December 31, 2022 | 32.98% |
| November 30, 2022 | 32.98% |
| October 31, 2022 | 32.98% |
| September 30, 2022 | 32.98% |
| August 31, 2022 | 32.98% |
| July 31, 2022 | 32.98% |
| June 30, 2022 | 32.98% |
| May 31, 2022 | 32.98% |
| April 30, 2022 | 32.98% |
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
Max Drawdown (5Y) Benchmarks
| MFS Lifetime 2055 Fund B | 23.85% |
| MFS Lifetime 2045 Fund B | 23.60% |
| MFS Aggressive Growth Allocation Fund B | 26.19% |
| MFS Lifetime 2050 Fund B | 23.88% |
| MFS Lifetime 2035 Fund B | 22.07% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -4.260 |
| Beta (5Y) | 0.8331 |
| Alpha (vs YCharts Benchmark) (5Y) | -4.26 |
| Beta (vs YCharts Benchmark) (5Y) | 0.8331 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 13.29% |
| Historical Sharpe Ratio (5Y) | 0.3453 |
| Historical Sortino (5Y) | 0.5336 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 6.12% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:MFJBX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:MFJBX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |