Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFEUX (MFS LIFETIME 2035 FUND R4) | 6.07% | 14.75% | 13.06% | 6.72% | 9.53% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFEUX (MFS LIFETIME 2035 FUND R4) | 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 (%) | 0.31 | 14.75 | 13.06 | 6.72 | 9.53 | NA | NA | … | … | 6.07 | 5.69 | 10.56 | 14.87 | -14.86 | 17.18 | 12.90 | 25.15 | -7.08 | 19.48 | 9.07 | -0.12 | 4.05 | 23.47 | 1.61 |
| Sharpe Ratio | NA | 1.78 | 1.17 | 0.39 | 0.63 | NA | NA | … | … | 1.56 | 0.23 | 0.89 | 1.23 | -0.98 | 1.79 | 0.49 | 2.66 | -0.73 | 3.53 | 0.76 | -0.01 | 0.44 | 2.44 | 1.08 |
| Standard Deviation(%) | NA | 7.19 | 8.75 | 10.88 | 12.67 | NA | NA | … | … | 8.58 | 12.27 | 7.78 | 9.23 | 16.63 | 9.59 | 25.62 | 8.89 | 11.71 | 5.35 | 11.62 | 11.70 | 9.14 | 9.62 | 10.34 |
| Draw Down(%) | NA | 5.88 | 9.76 | 21.34 | 30.27 | NA | NA | … | … | 5.88 | 9.76 | 3.93 | 8.60 | 21.10 | 4.43 | 30.27 | 4.72 | 15.29 | 1.62 | 9.37 | 10.63 | 8.06 | 6.56 | 3.90 |
| Yield(%) | 0.00 | 7.88 | 6.05 | 5.61 | 6.28 | 5.92 | 4.44 | … | … | 0.00 | 8.24 | 5.75 | 3.08 | 5.24 | 8.55 | 2.86 | 4.76 | 3.86 | 3.84 | 4.07 | 3.30 | 2.47 | 1.73 | 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 |
|---|---|---|---|---|
| LFEUX (MFS LIFETIME 2035 FUND R4) |
2.25%
Mar 2017 – Mar 2020 |
3.53%
Mar 2015 – Mar 2020 |
6.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFEUX (MFS LIFETIME 2035 FUND R4) |
18.30%
Dec 2018 – Dec 2021 |
13.15%
Oct 2016 – Oct 2021 |
10.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart