Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFTFX (MFS Lifetime 2065 Class A) | 8.05% | 17.49% | 15.49% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFTFX (MFS Lifetime 2065 Class A) | 09/01/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 17.49 | 15.49 | NA | NA | NA | NA | … | … | 8.05 | 15.88 | 12.99 | 16.59 | -16.17 | 1.82 |
| Sharpe Ratio | NA | 1.73 | 1.11 | NA | NA | NA | NA | … | … | 1.90 | 0.92 | 0.90 | 1.13 | -0.87 | 0.47 |
| Standard Deviation(%) | NA | 10.56 | 12.04 | NA | NA | NA | NA | … | … | 12.28 | 14.12 | 10.45 | 11.60 | 20.33 | 11.75 |
| Draw Down(%) | NA | 8.35 | 14.53 | NA | NA | NA | NA | … | … | 8.35 | 14.53 | 6.40 | 10.40 | 23.42 | 5.36 |
| Yield(%) | 0.00 | 5.06 | 4.15 | 3.53 | 1.77 | 1.18 | 0.88 | … | … | 0.00 | 5.39 | 3.78 | 2.33 | 3.10 | 4.10 |
Data as of 06/08/2026, Common starting date is 09/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFTFX (MFS Lifetime 2065 Class A) |
3.37%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFTFX (MFS Lifetime 2065 Class A) |
17.95%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart