Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFIRX (MFS LIFETIME 2055 FUND R1) | 9.61% | 19.93% | 15.64% | 7.87% | 10.02% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFIRX (MFS LIFETIME 2055 FUND R1) | 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 (%) | 0.38 | 19.93 | 15.64 | 7.87 | 10.02 | NA | NA | … | … | 9.61 | 9.78 | 12.05 | 15.72 | -16.53 | 19.25 | 12.21 | 25.50 | -8.84 | 19.90 | 7.93 | -0.85 | 2.92 | 23.58 | 1.71 |
| Sharpe Ratio | NA | 1.73 | 1.06 | 0.38 | 0.56 | NA | NA | … | … | 1.84 | 0.46 | 0.81 | 1.06 | -0.90 | 1.69 | 0.41 | 2.41 | -0.79 | 3.31 | 0.62 | -0.07 | 0.30 | 2.38 | 1.13 |
| Standard Deviation(%) | NA | 10.49 | 12.10 | 13.96 | 15.02 | NA | NA | … | … | 12.46 | 15.27 | 10.45 | 11.53 | 20.10 | 11.37 | 28.97 | 9.95 | 13.05 | 5.84 | 12.55 | 12.32 | 9.55 | 9.88 | 10.53 |
| Draw Down(%) | NA | 8.43 | 14.67 | 23.82 | 32.84 | NA | NA | … | … | 8.43 | 14.67 | 6.42 | 10.60 | 23.56 | 5.31 | 32.84 | 5.58 | 17.65 | 1.78 | 10.11 | 11.33 | 8.63 | 6.63 | 3.90 |
| Yield(%) | 0.00 | 6.22 | 4.90 | 4.74 | 5.08 | 4.64 | 3.48 | … | … | 0.00 | 6.55 | 4.02 | 3.08 | 4.32 | 8.00 | 1.15 | 3.59 | 2.36 | 2.40 | 2.64 | 1.31 | 1.09 | 0.57 | 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 |
|---|---|---|---|---|
| LFIRX (MFS LIFETIME 2055 FUND R1) |
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 |
|---|---|---|---|---|
| LFIRX (MFS LIFETIME 2055 FUND R1) |
18.86%
Dec 2018 – Dec 2021 |
13.16%
Oct 2016 – Oct 2021 |
10.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart