Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMRX (MFS LIFETIME 2045 FUND R1) | 6.28% | 14.62% | 13.67% | 6.78% | 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 |
|---|---|---|
| LTMRX (MFS LIFETIME 2045 FUND R1) | 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 (%) | -2.24 | 14.62 | 13.67 | 6.78 | 9.63 | NA | NA | … | … | 6.28 | 8.30 | 11.70 | 15.53 | -16.41 | 19.05 | 12.06 | 25.59 | -8.91 | 20.04 | 7.98 | -0.91 | 2.98 | 23.40 | 1.81 |
| Sharpe Ratio | NA | 1.65 | 1.04 | 0.36 | 0.55 | NA | NA | … | … | 1.77 | 0.37 | 0.81 | 1.08 | -0.91 | 1.68 | 0.41 | 2.42 | -0.79 | 3.32 | 0.62 | -0.08 | 0.31 | 2.35 | 1.20 |
| Standard Deviation(%) | NA | 9.81 | 11.41 | 13.48 | 14.81 | NA | NA | … | … | 11.36 | 14.86 | 9.97 | 11.11 | 19.74 | 11.31 | 28.97 | 9.98 | 13.08 | 5.87 | 12.60 | 12.44 | 9.54 | 9.96 | 10.47 |
| Draw Down(%) | NA | 7.88 | 13.82 | 23.64 | 32.83 | NA | NA | … | … | 7.88 | 13.82 | 6.00 | 10.33 | 23.35 | 5.27 | 32.83 | 5.58 | 17.64 | 1.80 | 10.20 | 11.43 | 8.71 | 6.72 | 3.90 |
| Yield(%) | 0.00 | 6.94 | 5.15 | 4.85 | 5.33 | 4.87 | 3.65 | … | … | 0.00 | 7.38 | 4.44 | 2.63 | 4.36 | 7.96 | 1.30 | 3.62 | 2.88 | 2.93 | 3.04 | 1.90 | 1.40 | 0.61 | 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 |
|---|---|---|---|---|
| LTMRX (MFS LIFETIME 2045 FUND R1) |
0.83%
Mar 2017 – Mar 2020 |
2.32%
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 |
|---|---|---|---|---|
| LTMRX (MFS LIFETIME 2045 FUND R1) |
18.77%
Dec 2018 – Dec 2021 |
13.14%
Oct 2016 – Oct 2021 |
10.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart