Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMKX (MFS LIFETIME 2045 FUND I) | 9.54% | 19.86% | 16.28% | 8.49% | 10.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMKX (MFS LIFETIME 2045 FUND I) | 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 (%) | 0.53 | 19.86 | 16.28 | 8.49 | 10.93 | NA | NA | … | … | 9.54 | 8.44 | 12.90 | 16.64 | -15.58 | 20.23 | 13.27 | 26.83 | -7.94 | 21.20 | 9.28 | 0.01 | 4.06 | 24.62 | 1.81 |
| Sharpe Ratio | NA | 1.83 | 1.17 | 0.45 | 0.63 | NA | NA | … | … | 1.84 | 0.37 | 0.95 | 1.17 | -0.87 | 1.79 | 0.45 | 2.55 | -0.72 | 3.53 | 0.72 | 0.00 | 0.42 | 2.47 | 1.20 |
| Standard Deviation(%) | NA | 9.83 | 11.42 | 13.45 | 14.81 | NA | NA | … | … | 11.63 | 15.21 | 9.79 | 11.16 | 19.69 | 11.27 | 29.04 | 9.96 | 13.07 | 5.84 | 12.55 | 12.44 | 9.57 | 9.97 | 10.49 |
| Draw Down(%) | NA | 7.84 | 13.73 | 22.91 | 32.78 | NA | NA | … | … | 7.84 | 13.73 | 5.53 | 10.09 | 22.72 | 5.23 | 32.78 | 5.50 | 16.93 | 1.71 | 10.05 | 11.15 | 8.50 | 6.61 | 3.90 |
| Yield(%) | 0.00 | 7.89 | 6.25 | 5.76 | 6.57 | 6.26 | 4.70 | … | … | 0.00 | 8.34 | 5.43 | 3.69 | 5.12 | 9.34 | 2.72 | 4.83 | 3.62 | 3.76 | 3.86 | 3.07 | 2.41 | 1.71 | 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 |
|---|---|---|---|---|
| LTMKX (MFS LIFETIME 2045 FUND I) |
1.86%
Mar 2017 – Mar 2020 |
3.38%
Mar 2015 – Mar 2020 |
7.03%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMKX (MFS LIFETIME 2045 FUND I) |
19.98%
Dec 2018 – Dec 2021 |
14.33%
Oct 2016 – Oct 2021 |
11.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart