Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFETX (MFS LIFETIME 2035 FUND R3) | 6.29% | 14.54% | 12.88% | 6.36% | 9.24% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFETX (MFS LIFETIME 2035 FUND R3) | 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 | 14.54 | 12.88 | 6.36 | 9.24 | NA | NA | … | … | 6.29 | 5.57 | 10.24 | 14.57 | -15.07 | 16.90 | 12.59 | 24.85 | -7.30 | 19.12 | 8.89 | -0.41 | 3.75 | 23.30 | 1.61 |
| Sharpe Ratio | NA | 1.74 | 1.14 | 0.36 | 0.61 | NA | NA | … | … | 1.54 | 0.23 | 0.85 | 1.20 | -1.00 | 1.75 | 0.48 | 2.63 | -0.74 | 3.46 | 0.75 | -0.04 | 0.41 | 2.43 | 1.06 |
| Standard Deviation(%) | NA | 7.20 | 8.76 | 10.87 | 12.66 | NA | NA | … | … | 8.53 | 12.24 | 7.75 | 9.20 | 16.59 | 9.63 | 25.58 | 8.89 | 11.72 | 5.36 | 11.59 | 11.68 | 9.17 | 9.58 | 10.46 |
| Draw Down(%) | NA | 5.84 | 9.82 | 21.49 | 30.32 | NA | NA | … | … | 5.84 | 9.80 | 3.97 | 8.68 | 21.23 | 4.47 | 30.32 | 4.75 | 15.47 | 1.65 | 9.39 | 10.66 | 8.07 | 6.56 | 3.80 |
| Yield(%) | 0.00 | 7.73 | 5.86 | 5.41 | 6.01 | 5.66 | 4.24 | … | … | 0.00 | 8.10 | 5.51 | 2.96 | 5.05 | 8.40 | 2.71 | 4.55 | 3.62 | 3.70 | 3.88 | 3.09 | 2.25 | 1.56 | 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 |
|---|---|---|---|---|
| LFETX (MFS LIFETIME 2035 FUND R3) |
1.98%
Mar 2017 – Mar 2020 |
3.27%
Mar 2015 – Mar 2020 |
6.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFETX (MFS LIFETIME 2035 FUND R3) |
18.01%
Dec 2018 – Dec 2021 |
12.88%
Oct 2016 – Oct 2021 |
10.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart