Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFEKX (MFS LIFETIME 2035 FUND R6) | 6.47% | 14.93% | 13.32% | 6.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFEKX (MFS LIFETIME 2035 FUND R6) | 08/30/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 14.93 | 13.32 | 6.79 | NA | NA | NA | … | … | 6.47 | 5.64 | 10.69 | 15.03 | -14.74 | 17.37 | 13.04 | 25.30 | -6.94 | 19.60 | 0.85 |
| Sharpe Ratio | NA | 1.81 | 1.19 | 0.40 | NA | NA | NA | … | … | 1.58 | 0.23 | 0.91 | 1.25 | -0.98 | 1.80 | 0.50 | 2.69 | -0.71 | 3.56 | 0.26 |
| Standard Deviation(%) | NA | 7.18 | 8.74 | 10.84 | NA | NA | NA | … | … | 8.55 | 12.39 | 7.75 | 9.18 | 16.56 | 9.62 | 25.54 | 8.84 | 11.72 | 5.34 | 8.69 |
| Draw Down(%) | NA | 5.84 | 9.73 | 21.20 | NA | NA | NA | … | … | 5.84 | 9.73 | 3.93 | 8.61 | 20.96 | 4.43 | 30.25 | 4.72 | 15.22 | 1.64 | 4.31 |
| Yield(%) | 0.00 | 8.07 | 6.27 | 5.75 | 6.28 | 4.19 | 3.14 | … | … | 0.00 | 8.48 | 5.94 | 3.35 | 5.38 | 8.80 | 3.07 | 4.91 | 4.00 | 4.05 | 3.75 |
Data as of 06/04/2026, Common starting date is 08/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEKX (MFS LIFETIME 2035 FUND R6) |
2.38%
Mar 2017 – Mar 2020 |
5.13%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEKX (MFS LIFETIME 2035 FUND R6) |
18.46%
Dec 2018 – Dec 2021 |
13.32%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart