Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMBX (MFS LIFETIME 2045 FUND B) | 9.08% | 18.73% | 15.13% | 7.41% | 9.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMBX (MFS LIFETIME 2045 FUND B) | 11/05/2012 | 06/05/2026 |
| 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 (%) | 0.36 | 18.73 | 15.13 | 7.41 | 9.82 | NA | NA | … | … | 9.08 | 14.56 | 11.77 | 15.48 | -16.40 | 19.05 | 12.18 | 25.52 | -8.88 | 20.07 | 8.01 | -0.91 | 2.96 | 23.38 | 1.81 |
| Sharpe Ratio | NA | 1.70 | 1.06 | 0.37 | 0.56 | NA | NA | … | … | 1.73 | 0.88 | 0.82 | 1.06 | -0.91 | 1.69 | 0.41 | 2.41 | -0.79 | 3.34 | 0.62 | -0.08 | 0.31 | 2.34 | 1.20 |
| Standard Deviation(%) | NA | 9.81 | 11.49 | 13.50 | 14.81 | NA | NA | … | … | 11.63 | 13.30 | 9.97 | 11.26 | 19.72 | 11.28 | 28.93 | 9.98 | 13.02 | 5.84 | 12.64 | 12.49 | 9.58 | 9.96 | 10.47 |
| Draw Down(%) | NA | 7.92 | 13.81 | 23.60 | 32.83 | NA | NA | … | … | 7.92 | 13.81 | 6.00 | 10.30 | 23.29 | 5.23 | 32.83 | 5.57 | 17.61 | 1.74 | 10.18 | 11.47 | 8.73 | 6.72 | 3.90 |
| Yield(%) | 0.00 | 6.55 | 4.83 | 4.69 | 5.14 | 4.77 | 3.58 | … | … | 0.00 | 6.90 | 4.06 | 2.36 | 4.24 | 8.22 | 1.68 | 3.57 | 2.59 | 2.74 | 2.88 | 2.15 | 1.45 | 0.88 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LTMBX (MFS LIFETIME 2045 FUND B) |
0.83%
Mar 2017 – Mar 2020 |
2.33%
Mar 2015 – Mar 2020 |
5.95%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMBX (MFS LIFETIME 2045 FUND B) |
18.79%
Dec 2018 – Dec 2021 |
13.16%
Oct 2016 – Oct 2021 |
10.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart