Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFIUX (MFS LIFETIME 2055 FUND R4) | 10.40% | 21.18% | 16.95% | 8.86% | 11.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFIUX (MFS LIFETIME 2055 FUND R4) | 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 | 21.18 | 16.95 | 8.86 | 11.10 | NA | NA | … | … | 10.40 | 10.20 | 13.18 | 16.84 | -15.67 | 20.39 | 13.33 | 26.82 | -7.94 | 21.09 | 9.10 | 0.08 | 3.99 | 24.80 | 1.71 |
| Sharpe Ratio | NA | 1.83 | 1.16 | 0.46 | 0.63 | NA | NA | … | … | 1.90 | 0.48 | 0.91 | 1.16 | -0.85 | 1.78 | 0.45 | 2.54 | -0.72 | 3.49 | 0.71 | 0.00 | 0.42 | 2.50 | 1.12 |
| Standard Deviation(%) | NA | 10.51 | 12.09 | 13.96 | 15.04 | NA | NA | … | … | 12.46 | 15.49 | 10.46 | 11.49 | 20.12 | 11.43 | 29.03 | 9.99 | 13.04 | 5.88 | 12.47 | 12.46 | 9.55 | 9.90 | 10.57 |
| Draw Down(%) | NA | 8.34 | 14.51 | 23.14 | 32.77 | NA | NA | … | … | 8.34 | 14.51 | 6.41 | 10.36 | 22.93 | 5.29 | 32.77 | 5.54 | 16.96 | 1.76 | 9.97 | 10.98 | 8.35 | 6.52 | 3.90 |
| Yield(%) | 0.00 | 6.90 | 5.75 | 5.42 | 6.16 | 5.89 | 4.41 | … | … | 0.00 | 7.31 | 4.90 | 3.87 | 4.99 | 8.85 | 2.47 | 4.65 | 3.08 | 3.17 | 2.91 | 2.65 | 2.10 | 1.67 | 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 |
|---|---|---|---|---|
| LFIUX (MFS LIFETIME 2055 FUND R4) |
1.84%
Mar 2017 – Mar 2020 |
3.37%
Mar 2015 – Mar 2020 |
7.00%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFIUX (MFS LIFETIME 2055 FUND R4) |
20.06%
Dec 2018 – Dec 2021 |
14.30%
Oct 2016 – Oct 2021 |
11.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart