Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFTLX (MFS Lifetime 2065 Class R3) | 7.13% | 16.32% | 15.01% | 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 |
|---|---|---|
| LFTLX (MFS Lifetime 2065 Class R3) | 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 (%) | -2.41 | 16.32 | 15.01 | NA | NA | NA | NA | … | … | 7.13 | 15.93 | 12.88 | 16.74 | -16.20 | 1.87 |
| Sharpe Ratio | NA | 1.73 | 1.11 | NA | NA | NA | NA | … | … | 1.90 | 0.93 | 0.88 | 1.15 | -0.87 | 0.48 |
| Standard Deviation(%) | NA | 10.55 | 12.07 | NA | NA | NA | NA | … | … | 12.25 | 14.13 | 10.53 | 11.52 | 20.32 | 11.76 |
| Draw Down(%) | NA | 8.35 | 14.53 | NA | NA | NA | NA | … | … | 8.35 | 14.53 | 6.40 | 10.40 | 23.40 | 5.36 |
| Yield(%) | 0.00 | 5.00 | 4.12 | 3.53 | 1.76 | 1.18 | 0.88 | … | … | 0.00 | 5.34 | 3.79 | 2.34 | 3.16 | 4.05 |
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 |
|---|---|---|---|---|
| LFTLX (MFS Lifetime 2065 Class R3) |
3.36%
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 |
|---|---|---|---|---|
| LFTLX (MFS Lifetime 2065 Class R3) |
17.93%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart