Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFIKX (MFS LIFETIME 2055 FUND R6) | 7.33% | 16.74% | 15.49% | 8.30% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFIKX (MFS LIFETIME 2055 FUND R6) | 08/30/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 16.74 | 15.49 | 8.30 | NA | NA | NA | … | … | 7.33 | 10.12 | 13.33 | 17.02 | -15.50 | 20.58 | 13.44 | 27.04 | -7.85 | 21.32 | 0.96 |
| Sharpe Ratio | NA | 1.77 | 1.15 | 0.46 | NA | NA | NA | … | … | 1.92 | 0.47 | 0.93 | 1.18 | -0.84 | 1.81 | 0.45 | 2.57 | -0.71 | 3.54 | 0.28 |
| Standard Deviation(%) | NA | 10.55 | 12.06 | 13.96 | NA | NA | NA | … | … | 12.29 | 15.58 | 10.48 | 11.45 | 20.12 | 11.37 | 28.98 | 9.95 | 13.05 | 5.86 | 9.28 |
| Draw Down(%) | NA | 8.35 | 14.49 | 23.00 | NA | NA | NA | … | … | 8.35 | 14.49 | 6.41 | 10.36 | 22.85 | 5.24 | 32.75 | 5.47 | 16.94 | 1.76 | 4.73 |
| Yield(%) | 0.00 | 7.04 | 5.89 | 5.58 | 6.21 | 4.14 | 3.11 | … | … | 0.00 | 7.54 | 5.09 | 4.11 | 5.12 | 9.15 | 2.64 | 4.80 | 3.23 | 3.31 | 2.68 |
Data as of 06/10/2026, Common starting date is 08/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFIKX (MFS LIFETIME 2055 FUND R6) |
2.00%
Mar 2017 – Mar 2020 |
5.47%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFIKX (MFS LIFETIME 2055 FUND R6) |
20.23%
Dec 2018 – Dec 2021 |
14.48%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart