Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFTHX (MFS Lifetime 2065 Class I) | 7.29% | 16.63% | 15.32% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFTHX (MFS Lifetime 2065 Class I) | 09/01/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 16.63 | 15.32 | NA | NA | NA | NA | … | … | 7.29 | 16.16 | 13.28 | 17.00 | -16.01 | 1.95 |
| Sharpe Ratio | NA | 1.75 | 1.13 | NA | NA | NA | NA | … | … | 1.91 | 0.94 | 0.92 | 1.16 | -0.86 | 0.50 |
| Standard Deviation(%) | NA | 10.56 | 12.09 | NA | NA | NA | NA | … | … | 12.28 | 14.16 | 10.51 | 11.63 | 20.39 | 11.79 |
| Draw Down(%) | NA | 8.32 | 14.57 | NA | NA | NA | NA | … | … | 8.32 | 14.57 | 6.37 | 10.37 | 23.30 | 5.36 |
| Yield(%) | 0.00 | 5.25 | 4.35 | 3.68 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 5.61 | 3.99 | 2.50 | 3.24 | 4.13 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| LFTHX (MFS Lifetime 2065 Class I) |
3.64%
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 |
|---|---|---|---|---|
| LFTHX (MFS Lifetime 2065 Class I) |
18.25%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart