Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFESX (MFS LIFETIME 2035 FUND R2) | 6.17% | 14.14% | 12.59% | 6.11% | 8.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFESX (MFS LIFETIME 2035 FUND R2) | 11/05/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 14.14 | 12.59 | 6.11 | 8.97 | NA | NA | … | … | 6.17 | 5.73 | 10.00 | 14.26 | -15.30 | 16.61 | 12.35 | 24.51 | -7.55 | 18.83 | 8.65 | -0.65 | 3.44 | 23.01 | 1.61 |
| Sharpe Ratio | NA | 1.70 | 1.11 | 0.34 | 0.59 | NA | NA | … | … | 1.49 | 0.24 | 0.82 | 1.17 | -1.01 | 1.73 | 0.47 | 2.59 | -0.76 | 3.40 | 0.72 | -0.06 | 0.37 | 2.38 | 1.08 |
| Standard Deviation(%) | NA | 7.22 | 8.75 | 10.85 | 12.66 | NA | NA | … | … | 8.60 | 11.96 | 7.76 | 9.18 | 16.56 | 9.58 | 25.62 | 8.88 | 11.72 | 5.36 | 11.64 | 11.70 | 9.21 | 9.64 | 10.26 |
| Draw Down(%) | NA | 5.88 | 9.92 | 21.66 | 30.31 | NA | NA | … | … | 5.88 | 9.85 | 3.97 | 8.75 | 21.39 | 4.48 | 30.31 | 4.77 | 15.69 | 1.66 | 9.41 | 10.77 | 8.10 | 6.65 | 3.80 |
| Yield(%) | 0.00 | 7.30 | 5.50 | 5.13 | 5.63 | 5.27 | 3.96 | … | … | 0.00 | 7.65 | 5.21 | 2.65 | 4.82 | 8.04 | 2.19 | 4.13 | 3.29 | 3.51 | 3.78 | 2.85 | 2.02 | 1.47 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LFESX (MFS LIFETIME 2035 FUND R2) |
1.73%
Mar 2017 – Mar 2020 |
3.01%
Mar 2015 – Mar 2020 |
5.97%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFESX (MFS LIFETIME 2035 FUND R2) |
17.72%
Dec 2018 – Dec 2021 |
12.60%
Oct 2016 – Oct 2021 |
9.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart