Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFECX (MFS LIFETIME 2035 FUND C) | 5.58% | 13.58% | 11.91% | 5.66% | 8.44% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFECX (MFS LIFETIME 2035 FUND C) | 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 | 13.58 | 11.91 | 5.66 | 8.44 | NA | NA | … | … | 5.58 | 12.11 | 9.41 | 13.76 | -15.76 | 16.05 | 11.76 | 23.86 | -7.96 | 18.25 | 8.03 | -1.09 | 2.94 | 22.39 | 1.61 |
| Sharpe Ratio | NA | 1.63 | 1.04 | 0.29 | 0.54 | NA | NA | … | … | 1.42 | 0.95 | 0.75 | 1.10 | -1.04 | 1.67 | 0.45 | 2.51 | -0.80 | 3.30 | 0.67 | -0.10 | 0.32 | 2.32 | 1.10 |
| Standard Deviation(%) | NA | 7.17 | 8.78 | 10.86 | 12.66 | NA | NA | … | … | 8.58 | 9.71 | 7.75 | 9.30 | 16.55 | 9.62 | 25.59 | 8.92 | 11.73 | 5.36 | 11.62 | 11.57 | 9.11 | 9.64 | 10.10 |
| Draw Down(%) | NA | 5.95 | 10.04 | 22.06 | 30.33 | NA | NA | … | … | 5.95 | 9.88 | 4.00 | 8.85 | 21.73 | 4.50 | 30.33 | 4.81 | 16.03 | 1.66 | 9.47 | 10.93 | 8.31 | 6.67 | 3.80 |
| Yield(%) | 0.00 | 7.10 | 5.14 | 4.86 | 5.18 | 4.76 | 3.57 | … | … | 0.00 | 7.39 | 4.77 | 2.31 | 4.57 | 7.68 | 1.97 | 3.77 | 2.93 | 2.93 | 2.96 | 2.42 | 1.74 | 1.35 | 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 |
|---|---|---|---|---|
| LFECX (MFS LIFETIME 2035 FUND C) |
1.22%
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 |
|---|---|---|---|---|
| LFECX (MFS LIFETIME 2035 FUND C) |
17.12%
Dec 2018 – Dec 2021 |
12.04%
Oct 2016 – Oct 2021 |
9.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart