Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFIBX (MFS LIFETIME 2055 FUND B) | 9.60% | 19.88% | 15.64% | 7.87% | 10.11% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFIBX (MFS LIFETIME 2055 FUND B) | 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 (%) | 0.42 | 19.88 | 15.64 | 7.87 | 10.11 | NA | NA | … | … | 9.60 | 15.11 | 12.04 | 15.69 | -16.49 | 19.19 | 12.15 | 26.60 | -8.87 | 20.03 | 7.89 | -0.81 | 2.90 | 23.59 | 1.71 |
| Sharpe Ratio | NA | 1.72 | 1.06 | 0.38 | 0.57 | NA | NA | … | … | 1.83 | 0.87 | 0.81 | 1.05 | -0.89 | 1.68 | 0.41 | 2.49 | -0.79 | 3.33 | 0.62 | -0.07 | 0.30 | 2.38 | 1.13 |
| Standard Deviation(%) | NA | 10.55 | 12.15 | 13.99 | 15.04 | NA | NA | … | … | 12.54 | 14.18 | 10.42 | 11.58 | 20.11 | 11.38 | 28.97 | 10.09 | 13.04 | 5.85 | 12.46 | 12.36 | 9.55 | 9.88 | 10.53 |
| Draw Down(%) | NA | 8.45 | 14.66 | 23.85 | 32.85 | NA | NA | … | … | 8.45 | 14.66 | 6.40 | 10.57 | 23.56 | 5.29 | 32.85 | 5.60 | 17.64 | 1.77 | 10.15 | 11.34 | 8.63 | 6.63 | 3.90 |
| Yield(%) | 0.00 | 5.61 | 4.43 | 4.45 | 4.91 | 4.51 | 3.38 | … | … | 0.00 | 5.91 | 3.72 | 2.66 | 4.08 | 7.87 | 1.53 | 4.43 | 2.15 | 2.18 | 2.00 | 1.60 | 1.24 | 0.58 | 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 |
|---|---|---|---|---|
| LFIBX (MFS LIFETIME 2055 FUND B) |
1.10%
Mar 2017 – Mar 2020 |
2.49%
Mar 2015 – Mar 2020 |
6.03%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFIBX (MFS LIFETIME 2055 FUND B) |
19.17%
Dec 2018 – Dec 2021 |
13.37%
Oct 2016 – Oct 2021 |
10.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart