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MLLIX: MFS LIFETIME INCOME FUND I (MUTUAL FUND)
Basic Info 12.37 0.1(0.80%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 09/29/2005 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.97% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 0.5 | 6.3 | 7.3 | 2.3 | 4.5 | 4.4 | 5.0 | 4.9 | 9.4 | 6.2 | 9.7 | -13.0 | 4.0 | 9.0 | 13.9 | -2.4 | 8.3 | 5.5 | -0.4 | 3.9 | 5.8 | 9.2 | 3.3 | 10.0 | 23.6 | -11.9 | 6.5 | 6.6 | -0.2 |
| Sharpe Ratio | NA | 0.11 | 1.07 | 0.88 | -0.01 | 0.5 | NA | NA | 0.61 | 1.28 | 0.54 | 1.04 | -1.69 | 0.78 | 0.87 | 3.76 | -0.88 | 3.33 | 1.31 | -0.11 | 1.31 | 1.53 | 2.47 | 0.51 | 1.89 | 3.3 | -1.5 | 1.0 | 1.08 | -0.14 |
| Draw Down(%) | NA | 3.9 | 3.9 | 5.5 | 17.7 | 17.7 | NA | NA | 17.7 | 4.4 | 2.8 | 5.5 | 15.4 | 4.4 | 14.8 | 1.0 | 5.5 | 1.0 | 2.5 | 4.2 | 2.4 | 4.3 | 2.6 | 5.0 | 3.7 | 5.6 | 16.8 | 1.8 | 1.7 | 8.9 |
| Standard Deviation(%) | NA | 6.2 | 4.9 | 5.3 | 6.2 | 5.9 | NA | NA | 6.1 | 5.1 | 4.8 | 5.8 | 8.6 | 5.1 | 10.1 | 3.3 | 4.3 | 2.3 | 4.0 | 3.8 | 3.0 | 3.8 | 3.7 | 6.3 | 5.2 | 7.1 | 8.5 | 3.4 | 2.9 | 24.6 |
| Treynor Ratio | NA | 0.01 | 0.06 | 0.05 | 0.0 | 0.03 | NA | NA | 0.04 | 0.07 | 0.03 | 0.06 | -0.15 | 0.05 | 0.09 | 0.13 | -0.04 | 0.09 | 0.06 | -0.01 | 0.05 | 0.06 | 0.1 | 0.03 | 0.11 | 0.29 | -0.18 | 0.05 | 0.05 | 0.05 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.04 | -0.02 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.86 | 0.85 | 0.91 | 0.93 | 0.95 | NA | NA | 0.86 | 0.89 | 0.91 | 0.97 | 0.95 | 0.84 | 1.02 | 0.93 | 0.94 | 0.85 | 0.91 | 0.85 | 0.86 | 0.91 | 0.94 | 1.0 | 0.93 | 0.8 | 0.71 | 0.64 | 0.65 | -0.73 |
| RSquared | NA | 0.72 | 0.73 | 0.85 | 0.84 | 0.87 | NA | NA | 0.68 | 0.87 | 0.87 | 0.91 | 0.93 | 0.48 | 0.94 | 0.82 | 0.87 | 0.69 | 0.92 | 0.9 | 0.83 | 0.87 | 0.84 | 0.91 | 0.89 | 0.88 | 0.9 | 0.8 | 0.76 | 0.01 |
| Yield(%) | N/A | 0.9 | 5.7 | 5.9 | 4.1 | 4.2 | 4.0 | 4.5 | N/A | 6.2 | 6.8 | 4.4 | 2.3 | 3.6 | 2.4 | 4.2 | 3.9 | 3.7 | 4.5 | 2.6 | 3.0 | 2.6 | 2.8 | 3.3 | 3.0 | 4.4 | 4.3 | 5.6 | 4.3 | 0.0 |
| Dividend Growth(%) | N/A | -85.1 | -15.7 | 87.7 | 26.6 | 40.6 | N/A | N/A | N/A | -8.6 | 60.9 | 61.7 | -35.2 | 61.1 | -37.3 | -0.8 | 9.8 | -15.1 | 67.1 | -11.8 | 18.3 | -1.3 | -17.2 | 19.2 | -19.6 | -13.5 | -22.6 | 33.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2005
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