Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFTMX (MFS Lifetime 2065 Class R4) | 7.29% | 16.62% | 15.28% | 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 |
|---|---|---|
| LFTMX (MFS Lifetime 2065 Class R4) | 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 | 16.62 | 15.28 | NA | NA | NA | NA | … | … | 7.29 | 16.14 | 13.15 | 17.03 | -16.00 | 1.95 |
| Sharpe Ratio | NA | 1.47 | 1.05 | NA | NA | NA | NA | … | … | 1.34 | 0.94 | 0.90 | 1.17 | -0.86 | 0.50 |
| Standard Deviation(%) | NA | 10.83 | 12.16 | NA | NA | NA | NA | … | … | 12.86 | 14.11 | 10.59 | 11.56 | 20.39 | 11.79 |
| Draw Down(%) | NA | 8.33 | 14.49 | NA | NA | NA | NA | … | … | 8.33 | 14.49 | 6.38 | 10.27 | 23.30 | 5.36 |
| Yield(%) | 0.00 | 5.23 | 4.34 | 3.68 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 5.59 | 3.97 | 2.53 | 3.25 | 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 |
|---|---|---|---|---|
| LFTMX (MFS Lifetime 2065 Class R4) |
3.61%
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 |
|---|---|---|---|---|
| LFTMX (MFS Lifetime 2065 Class R4) |
18.22%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart