Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFEBX (MFS LIFETIME 2035 FUND B) | 5.96% | 13.71% | 12.06% | 5.59% | 8.42% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFEBX (MFS LIFETIME 2035 FUND B) | 11/05/2012 | 06/05/2026 |
| 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 (%) | 0.20 | 13.71 | 12.06 | 5.59 | 8.42 | NA | NA | … | … | 5.96 | 12.06 | 9.49 | 13.71 | -15.69 | 15.98 | 11.79 | 23.86 | -7.96 | 18.19 | 8.10 | -1.14 | 2.94 | 22.38 | 1.61 |
| Sharpe Ratio | NA | 1.61 | 1.04 | 0.29 | 0.54 | NA | NA | … | … | 1.41 | 0.94 | 0.76 | 1.10 | -1.04 | 1.66 | 0.45 | 2.51 | -0.80 | 3.25 | 0.68 | -0.10 | 0.32 | 2.32 | 1.10 |
| Standard Deviation(%) | NA | 7.22 | 8.79 | 10.88 | 12.67 | NA | NA | … | … | 8.57 | 9.81 | 7.72 | 9.26 | 16.57 | 9.60 | 25.56 | 8.94 | 11.76 | 5.41 | 11.66 | 11.65 | 9.10 | 9.63 | 10.10 |
| Draw Down(%) | NA | 5.94 | 10.06 | 22.07 | 30.33 | NA | NA | … | … | 5.94 | 9.92 | 3.99 | 8.87 | 21.68 | 4.52 | 30.33 | 4.79 | 16.11 | 1.66 | 9.44 | 10.89 | 8.28 | 6.67 | 3.80 |
| Yield(%) | 0.00 | 5.91 | 4.45 | 4.42 | 4.83 | 4.47 | 3.36 | … | … | 0.00 | 6.17 | 4.43 | 1.84 | 4.33 | 7.55 | 1.93 | 3.53 | 2.83 | 2.93 | 3.04 | 2.44 | 1.66 | 0.95 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LFEBX (MFS LIFETIME 2035 FUND B) |
1.23%
Mar 2017 – Mar 2020 |
2.51%
Mar 2015 – Mar 2020 |
5.45%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEBX (MFS LIFETIME 2035 FUND B) |
17.10%
Dec 2018 – Dec 2021 |
12.03%
Oct 2016 – Oct 2021 |
9.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart