Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMLX (MFS LIFETIME 2045 FUND R6) | 9.59% | 20.01% | 16.46% | 8.65% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMLX (MFS LIFETIME 2045 FUND R6) | 08/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 20.01 | 16.46 | 8.65 | NA | NA | NA | … | … | 9.59 | 8.49 | 13.06 | 16.82 | -15.43 | 20.40 | 13.46 | 26.93 | -7.76 | 21.29 | 1.00 |
| Sharpe Ratio | NA | 1.84 | 1.18 | 0.46 | NA | NA | NA | … | … | 1.85 | 0.37 | 0.95 | 1.20 | -0.86 | 1.81 | 0.45 | 2.54 | -0.70 | 3.53 | 0.29 |
| Standard Deviation(%) | NA | 9.85 | 11.46 | 13.47 | NA | NA | NA | … | … | 11.66 | 15.31 | 9.97 | 11.09 | 19.67 | 11.29 | 28.96 | 10.00 | 13.04 | 5.86 | 9.37 |
| Draw Down(%) | NA | 7.84 | 13.72 | 22.79 | NA | NA | NA | … | … | 7.84 | 13.72 | 5.97 | 10.04 | 22.59 | 5.18 | 32.82 | 5.50 | 16.94 | 1.78 | 4.77 |
| Yield(%) | 0.00 | 8.02 | 6.40 | 5.88 | 6.55 | 4.37 | 3.27 | … | … | 0.00 | 8.50 | 5.59 | 3.80 | 5.25 | 9.49 | 2.82 | 4.98 | 3.75 | 3.91 | 3.56 |
Data as of 06/04/2026, Common starting date is 08/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMLX (MFS LIFETIME 2045 FUND R6) |
2.01%
Mar 2017 – Mar 2020 |
5.49%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMLX (MFS LIFETIME 2045 FUND R6) |
20.14%
Dec 2018 – Dec 2021 |
14.46%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart