Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTRX (MFS LIFETIME 2025 FUND R1) | -1.44% | 3.55% | 5.83% | 1.91% | 4.70% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTRX (MFS LIFETIME 2025 FUND R1) | 11/05/2012 | 06/08/2026 |
| 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 (%) | 0.00 | 3.55 | 5.83 | 1.91 | 4.70 | NA | NA | … | … | -1.44 | 1.77 | 5.59 | 9.39 | -13.24 | 7.49 | 9.55 | 16.60 | -4.95 | 12.13 | 6.48 | -1.49 | 3.35 | 16.31 | 1.31 |
| Sharpe Ratio | NA | 0.19 | 0.49 | -0.09 | 0.43 | NA | NA | … | … | -0.84 | -0.13 | 0.41 | 0.95 | -1.51 | 1.46 | 0.66 | 3.12 | -0.90 | 3.34 | 0.80 | -0.19 | 0.49 | 2.14 | 1.06 |
| Standard Deviation(%) | NA | 5.24 | 5.51 | 6.51 | 7.35 | NA | NA | … | … | 6.92 | 8.22 | 4.76 | 6.06 | 9.72 | 5.12 | 14.10 | 4.86 | 7.03 | 3.45 | 7.87 | 8.10 | 6.78 | 7.61 | 8.43 |
| Draw Down(%) | NA | 5.02 | 6.01 | 17.65 | 19.50 | NA | NA | … | … | 5.02 | 6.25 | 2.69 | 6.01 | 17.23 | 2.56 | 19.50 | 2.11 | 10.05 | 1.31 | 6.11 | 8.28 | 5.74 | 6.05 | 3.10 |
| Yield(%) | 0.00 | 6.63 | 5.17 | 4.54 | 4.25 | 3.76 | 2.82 | … | … | 0.00 | 6.83 | 6.02 | 2.42 | 4.01 | 6.21 | 0.88 | 3.13 | 3.13 | 3.13 | 3.62 | 1.74 | 1.57 | 0.90 | 0.00 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| LTTRX (MFS LIFETIME 2025 FUND R1) |
-0.44%
Apr 2021 – Apr 2024 |
2.00%
May 2021 – May 2026 |
3.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTRX (MFS LIFETIME 2025 FUND R1) |
11.15%
Dec 2018 – Dec 2021 |
8.31%
Feb 2016 – Feb 2021 |
5.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart