Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFEAX (MFS LIFETIME 2035 FUND A) | 5.93% | 14.44% | 12.77% | 6.46% | 9.26% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFEAX (MFS LIFETIME 2035 FUND A) | 11/05/2012 | 06/03/2026 |
| 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 (%) | 0.26 | 14.44 | 12.77 | 6.46 | 9.26 | NA | NA | … | … | 5.93 | 12.88 | 10.31 | 14.57 | -15.07 | 16.89 | 12.61 | 24.76 | -7.28 | 19.13 | 8.87 | -0.42 | 3.77 | 23.25 | 1.61 |
| Sharpe Ratio | NA | 1.73 | 1.14 | 0.36 | 0.61 | NA | NA | … | … | 1.51 | 1.03 | 0.87 | 1.18 | -1.00 | 1.75 | 0.48 | 2.62 | -0.74 | 3.48 | 0.75 | -0.04 | 0.41 | 2.44 | 1.07 |
| Standard Deviation(%) | NA | 7.24 | 8.78 | 10.88 | 12.66 | NA | NA | … | … | 8.63 | 9.72 | 7.73 | 9.36 | 16.55 | 9.62 | 25.54 | 8.89 | 11.76 | 5.33 | 11.60 | 11.60 | 9.11 | 9.53 | 10.42 |
| Draw Down(%) | NA | 5.90 | 9.82 | 21.50 | 30.30 | NA | NA | … | … | 5.90 | 9.82 | 3.98 | 8.69 | 21.21 | 4.47 | 30.30 | 4.75 | 15.55 | 1.58 | 9.39 | 10.74 | 8.08 | 6.65 | 3.80 |
| Yield(%) | 0.00 | 7.78 | 5.91 | 5.48 | 6.07 | 5.68 | 4.26 | … | … | 0.00 | 8.13 | 5.57 | 3.00 | 5.09 | 8.44 | 2.72 | 4.53 | 3.65 | 3.69 | 3.86 | 3.08 | 2.27 | 1.61 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LFEAX (MFS LIFETIME 2035 FUND A) |
2.01%
Mar 2017 – Mar 2020 |
3.28%
Mar 2015 – Mar 2020 |
6.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEAX (MFS LIFETIME 2035 FUND A) |
17.98%
Dec 2018 – Dec 2021 |
12.87%
Oct 2016 – Oct 2021 |
10.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart