Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFICX (MFS LIFETIME 2055 FUND C) | 9.98% | 19.98% | 15.77% | 7.77% | 10.00% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFICX (MFS LIFETIME 2055 FUND C) | 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 (%) | 0.38 | 19.98 | 15.77 | 7.77 | 10.00 | NA | NA | … | … | 9.98 | 9.94 | 12.06 | 15.67 | -16.51 | 19.25 | 12.14 | 25.54 | -8.86 | 20.02 | 7.90 | -0.81 | 2.92 | 23.55 | 1.71 |
| Sharpe Ratio | NA | 1.71 | 1.06 | 0.38 | 0.56 | NA | NA | … | … | 1.80 | 0.47 | 0.81 | 1.05 | -0.90 | 1.69 | 0.41 | 2.40 | -0.79 | 3.30 | 0.61 | -0.07 | 0.31 | 2.38 | 1.13 |
| Standard Deviation(%) | NA | 10.52 | 12.11 | 13.96 | 15.03 | NA | NA | … | … | 12.49 | 15.20 | 10.46 | 11.52 | 20.07 | 11.40 | 28.98 | 10.02 | 13.03 | 5.89 | 12.53 | 12.35 | 9.52 | 9.88 | 10.53 |
| Draw Down(%) | NA | 8.44 | 14.64 | 23.85 | 32.82 | NA | NA | … | … | 8.44 | 14.64 | 6.44 | 10.58 | 23.53 | 5.33 | 32.82 | 5.58 | 17.65 | 1.79 | 10.14 | 11.27 | 8.60 | 6.63 | 3.90 |
| Yield(%) | 0.00 | 6.05 | 4.75 | 4.62 | 4.96 | 4.60 | 3.45 | … | … | 0.00 | 6.40 | 3.90 | 2.93 | 4.24 | 8.01 | 1.50 | 3.61 | 2.18 | 2.19 | 1.96 | 1.69 | 1.41 | 1.13 | 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 |
|---|---|---|---|---|
| LFICX (MFS LIFETIME 2055 FUND C) |
0.83%
Mar 2017 – Mar 2020 |
2.32%
Mar 2015 – Mar 2020 |
5.94%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFICX (MFS LIFETIME 2055 FUND C) |
18.85%
Dec 2018 – Dec 2021 |
13.17%
Oct 2016 – Oct 2021 |
10.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart