Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMAX (MFS LIFETIME 2045 FUND A) | 8.98% | 19.38% | 15.84% | 8.30% | 10.65% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMAX (MFS LIFETIME 2045 FUND A) | 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 (%) | 0.45 | 19.38 | 15.84 | 8.30 | 10.65 | NA | NA | … | … | 8.98 | 15.43 | 12.60 | 16.33 | -15.75 | 19.93 | 13.02 | 26.44 | -8.12 | 20.87 | 8.81 | -0.18 | 3.79 | 24.50 | 1.81 |
| Sharpe Ratio | NA | 1.79 | 1.14 | 0.43 | 0.61 | NA | NA | … | … | 1.81 | 0.94 | 0.91 | 1.14 | -0.87 | 1.77 | 0.44 | 2.50 | -0.73 | 3.47 | 0.69 | -0.02 | 0.39 | 2.45 | 1.21 |
| Standard Deviation(%) | NA | 9.86 | 11.49 | 13.50 | 14.82 | NA | NA | … | … | 11.70 | 13.34 | 9.91 | 11.23 | 19.74 | 11.25 | 28.98 | 9.99 | 13.08 | 5.85 | 12.52 | 12.53 | 9.62 | 9.97 | 10.40 |
| Draw Down(%) | NA | 7.85 | 13.77 | 23.11 | 32.75 | NA | NA | … | … | 7.85 | 13.77 | 5.97 | 10.11 | 22.88 | 5.22 | 32.75 | 5.52 | 17.07 | 1.76 | 10.14 | 11.24 | 8.59 | 6.53 | 3.90 |
| Yield(%) | 0.00 | 7.70 | 6.01 | 5.61 | 6.30 | 5.95 | 4.46 | … | … | 0.00 | 8.12 | 5.19 | 3.44 | 4.96 | 9.10 | 2.48 | 4.60 | 3.36 | 3.54 | 3.63 | 2.89 | 2.23 | 1.59 | 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 |
|---|---|---|---|---|
| LTMAX (MFS LIFETIME 2045 FUND A) |
1.60%
Mar 2017 – Mar 2020 |
3.10%
Mar 2015 – Mar 2020 |
6.75%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMAX (MFS LIFETIME 2045 FUND A) |
19.67%
Dec 2018 – Dec 2021 |
14.01%
Oct 2016 – Oct 2021 |
11.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart