Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFISX (MFS LIFETIME 2055 FUND R2) | 10.19% | 20.56% | 16.35% | 8.32% | 10.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFISX (MFS LIFETIME 2055 FUND R2) | 11/05/2012 | 06/04/2026 |
| 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 (%) | 0.54 | 20.56 | 16.35 | 8.32 | 10.56 | NA | NA | … | … | 10.19 | 10.16 | 12.64 | 16.23 | -16.08 | 19.86 | 12.73 | 26.14 | -8.38 | 20.56 | 8.51 | -0.43 | 3.48 | 24.20 | 1.71 |
| Sharpe Ratio | NA | 1.77 | 1.11 | 0.42 | 0.60 | NA | NA | … | … | 1.85 | 0.49 | 0.86 | 1.11 | -0.88 | 1.74 | 0.43 | 2.46 | -0.75 | 3.41 | 0.66 | -0.04 | 0.36 | 2.43 | 1.14 |
| Standard Deviation(%) | NA | 10.54 | 12.09 | 13.94 | 15.02 | NA | NA | … | … | 12.52 | 15.31 | 10.46 | 11.46 | 20.05 | 11.39 | 28.98 | 10.02 | 13.08 | 5.87 | 12.51 | 12.36 | 9.52 | 9.95 | 10.38 |
| Draw Down(%) | NA | 8.39 | 14.58 | 23.47 | 32.81 | NA | NA | … | … | 8.39 | 14.58 | 6.39 | 10.48 | 23.22 | 5.27 | 32.81 | 5.54 | 17.31 | 1.77 | 10.09 | 11.10 | 8.53 | 6.61 | 3.90 |
| Yield(%) | 0.00 | 6.37 | 5.22 | 4.97 | 5.52 | 5.20 | 3.90 | … | … | 0.00 | 6.75 | 4.44 | 3.40 | 4.58 | 8.21 | 1.83 | 4.09 | 2.61 | 2.82 | 2.61 | 2.30 | 1.75 | 1.18 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LFISX (MFS LIFETIME 2055 FUND R2) |
1.33%
Mar 2017 – Mar 2020 |
2.83%
Mar 2015 – Mar 2020 |
6.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFISX (MFS LIFETIME 2055 FUND R2) |
19.45%
Dec 2018 – Dec 2021 |
13.74%
Oct 2016 – Oct 2021 |
11.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart