Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFIIX (MFS LIFETIME 2055 FUND I) | 9.92% | 21.02% | 16.78% | 8.93% | 11.07% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFIIX (MFS LIFETIME 2055 FUND I) | 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 (%) | 0.46 | 21.02 | 16.78 | 8.93 | 11.07 | NA | NA | … | … | 9.92 | 10.06 | 13.17 | 16.86 | -15.66 | 20.39 | 13.28 | 26.75 | -7.90 | 21.18 | 8.61 | 0.08 | 3.99 | 24.80 | 1.71 |
| Sharpe Ratio | NA | 1.83 | 1.16 | 0.46 | 0.63 | NA | NA | … | … | 1.89 | 0.47 | 0.92 | 1.16 | -0.85 | 1.79 | 0.45 | 2.54 | -0.71 | 3.49 | 0.67 | 0.00 | 0.42 | 2.50 | 1.12 |
| Standard Deviation(%) | NA | 10.54 | 12.09 | 13.96 | 15.04 | NA | NA | … | … | 12.50 | 15.55 | 10.43 | 11.48 | 20.13 | 11.41 | 29.03 | 9.96 | 13.05 | 5.90 | 12.54 | 12.39 | 9.53 | 9.91 | 10.57 |
| Draw Down(%) | NA | 8.35 | 14.48 | 23.17 | 32.79 | NA | NA | … | … | 8.35 | 14.48 | 6.37 | 10.39 | 22.95 | 5.27 | 32.79 | 5.50 | 16.97 | 1.76 | 10.05 | 10.98 | 8.35 | 6.52 | 3.90 |
| Yield(%) | 0.00 | 7.05 | 5.87 | 5.56 | 6.25 | 5.94 | 4.45 | … | … | 0.00 | 7.45 | 4.98 | 4.03 | 5.05 | 9.06 | 2.55 | 4.65 | 3.09 | 3.17 | 2.91 | 2.65 | 2.10 | 1.67 | 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 |
|---|---|---|---|---|
| LFIIX (MFS LIFETIME 2055 FUND I) |
1.84%
Mar 2017 – Mar 2020 |
3.28%
Mar 2015 – Mar 2020 |
6.96%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFIIX (MFS LIFETIME 2055 FUND I) |
20.01%
Dec 2018 – Dec 2021 |
14.21%
Oct 2016 – Oct 2021 |
11.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart