Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFITX (MFS LIFETIME 2055 FUND R3) | 10.29% | 20.87% | 16.65% | 8.59% | 10.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFITX (MFS LIFETIME 2055 FUND R3) | 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 | 20.87 | 16.65 | 8.59 | 10.83 | NA | NA | … | … | 10.29 | 10.06 | 12.88 | 16.58 | -15.90 | 20.11 | 13.04 | 26.45 | -8.14 | 20.81 | 8.78 | -0.13 | 3.72 | 24.54 | 1.71 |
| Sharpe Ratio | NA | 1.81 | 1.13 | 0.44 | 0.62 | NA | NA | … | … | 1.88 | 0.47 | 0.88 | 1.13 | -0.87 | 1.76 | 0.44 | 2.51 | -0.73 | 3.43 | 0.69 | -0.01 | 0.39 | 2.47 | 1.13 |
| Standard Deviation(%) | NA | 10.50 | 12.10 | 13.95 | 15.03 | NA | NA | … | … | 12.47 | 15.44 | 10.48 | 11.52 | 20.07 | 11.39 | 29.04 | 9.95 | 13.03 | 5.90 | 12.47 | 12.34 | 9.56 | 9.94 | 10.47 |
| Draw Down(%) | NA | 8.35 | 14.53 | 23.34 | 32.81 | NA | NA | … | … | 8.35 | 14.53 | 6.43 | 10.46 | 23.11 | 5.29 | 32.81 | 5.51 | 17.11 | 1.77 | 10.06 | 11.08 | 8.52 | 6.52 | 3.90 |
| Yield(%) | 0.00 | 6.78 | 5.58 | 5.28 | 5.92 | 5.62 | 4.21 | … | … | 0.00 | 7.19 | 4.68 | 3.74 | 4.82 | 8.76 | 2.31 | 4.42 | 2.86 | 2.98 | 2.73 | 2.44 | 1.91 | 1.51 | 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 |
|---|---|---|---|---|
| LFITX (MFS LIFETIME 2055 FUND R3) |
1.59%
Mar 2017 – Mar 2020 |
3.10%
Mar 2015 – Mar 2020 |
6.74%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFITX (MFS LIFETIME 2055 FUND R3) |
19.74%
Dec 2018 – Dec 2021 |
14.02%
Oct 2016 – Oct 2021 |
11.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart