Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMDX (MFS LIFETIME 2045 FUND C) | 6.15% | 14.47% | 13.61% | 6.75% | 9.63% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMDX (MFS LIFETIME 2045 FUND C) | 11/05/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | 14.47 | 13.61 | 6.75 | 9.63 | NA | NA | … | … | 6.15 | 8.23 | 11.77 | 15.48 | -16.38 | 19.07 | 12.15 | 25.58 | -8.90 | 20.06 | 7.93 | -0.88 | 2.93 | 23.39 | 1.81 |
| Sharpe Ratio | NA | 1.63 | 1.04 | 0.36 | 0.56 | NA | NA | … | … | 1.74 | 0.37 | 0.82 | 1.07 | -0.91 | 1.68 | 0.41 | 2.41 | -0.79 | 3.32 | 0.62 | -0.07 | 0.30 | 2.34 | 1.19 |
| Standard Deviation(%) | NA | 9.85 | 11.42 | 13.48 | 14.81 | NA | NA | … | … | 11.45 | 14.86 | 9.97 | 11.16 | 19.70 | 11.30 | 28.95 | 10.00 | 13.09 | 5.87 | 12.54 | 12.52 | 9.66 | 9.98 | 10.61 |
| Draw Down(%) | NA | 7.93 | 13.82 | 23.60 | 32.81 | NA | NA | … | … | 7.93 | 13.82 | 6.02 | 10.28 | 23.32 | 5.25 | 32.81 | 5.53 | 17.68 | 1.81 | 10.20 | 11.49 | 8.80 | 6.72 | 3.90 |
| Yield(%) | 0.00 | 6.96 | 5.15 | 4.93 | 5.41 | 4.96 | 3.72 | … | … | 0.00 | 7.41 | 4.36 | 2.69 | 4.49 | 8.36 | 1.52 | 3.75 | 2.69 | 2.83 | 2.96 | 2.19 | 1.67 | 0.80 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMDX (MFS LIFETIME 2045 FUND C) |
0.85%
Mar 2017 – Mar 2020 |
2.33%
Mar 2015 – Mar 2020 |
5.94%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMDX (MFS LIFETIME 2045 FUND C) |
18.81%
Dec 2018 – Dec 2021 |
13.17%
Oct 2016 – Oct 2021 |
10.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart