Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFEDX (MFS LIFETIME 2035 FUND I) | 6.40% | 14.81% | 13.17% | 6.63% | 9.49% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFEDX (MFS LIFETIME 2035 FUND I) | 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 (%) | 0.15 | 14.81 | 13.17 | 6.63 | 9.49 | NA | NA | … | … | 6.40 | 5.56 | 10.54 | 14.88 | -14.86 | 17.24 | 12.82 | 25.15 | -7.04 | 19.48 | 8.81 | -0.20 | 4.05 | 23.58 | 1.61 |
| Sharpe Ratio | NA | 1.78 | 1.17 | 0.39 | 0.63 | NA | NA | … | … | 1.57 | 0.22 | 0.90 | 1.23 | -0.99 | 1.80 | 0.49 | 2.64 | -0.72 | 3.53 | 0.74 | -0.02 | 0.44 | 2.45 | 1.08 |
| Standard Deviation(%) | NA | 7.22 | 8.75 | 10.86 | 12.66 | NA | NA | … | … | 8.58 | 12.37 | 7.71 | 9.21 | 16.59 | 9.58 | 25.58 | 8.95 | 11.69 | 5.36 | 11.68 | 11.62 | 9.12 | 9.60 | 10.34 |
| Draw Down(%) | NA | 5.88 | 9.79 | 21.31 | 30.30 | NA | NA | … | … | 5.88 | 9.79 | 3.96 | 8.66 | 21.05 | 4.45 | 30.30 | 4.74 | 15.28 | 1.65 | 9.37 | 10.63 | 7.98 | 6.56 | 3.90 |
| Yield(%) | 0.00 | 7.98 | 6.17 | 5.66 | 6.32 | 5.98 | 4.49 | … | … | 0.00 | 8.37 | 5.82 | 3.28 | 5.30 | 8.69 | 2.95 | 4.78 | 3.88 | 3.97 | 4.07 | 3.30 | 2.47 | 1.73 | 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 |
|---|---|---|---|---|
| LFEDX (MFS LIFETIME 2035 FUND I) |
2.24%
Mar 2017 – Mar 2020 |
3.47%
Mar 2015 – Mar 2020 |
6.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEDX (MFS LIFETIME 2035 FUND I) |
18.30%
Dec 2018 – Dec 2021 |
13.12%
Oct 2016 – Oct 2021 |
10.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart