Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMSX (MFS LIFETIME 2045 FUND R2) | 9.32% | 19.22% | 15.70% | 7.94% | 10.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMSX (MFS LIFETIME 2045 FUND R2) | 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 (%) | 0.49 | 19.22 | 15.70 | 7.94 | 10.36 | NA | NA | … | … | 9.32 | 8.56 | 12.27 | 16.04 | -15.96 | 19.63 | 12.77 | 26.16 | -8.41 | 20.57 | 8.55 | -0.44 | 3.50 | 24.07 | 1.81 |
| Sharpe Ratio | NA | 1.77 | 1.12 | 0.41 | 0.59 | NA | NA | … | … | 1.80 | 0.39 | 0.87 | 1.12 | -0.89 | 1.73 | 0.43 | 2.46 | -0.75 | 3.39 | 0.66 | -0.04 | 0.36 | 2.41 | 1.22 |
| Standard Deviation(%) | NA | 9.82 | 11.45 | 13.47 | 14.80 | NA | NA | … | … | 11.61 | 14.97 | 9.97 | 11.12 | 19.68 | 11.32 | 28.96 | 10.05 | 13.04 | 5.90 | 12.58 | 12.43 | 9.62 | 9.98 | 10.32 |
| Draw Down(%) | NA | 7.90 | 13.79 | 23.25 | 32.81 | NA | NA | … | … | 7.90 | 13.79 | 5.98 | 10.20 | 23.00 | 5.20 | 32.81 | 5.57 | 17.25 | 1.77 | 10.17 | 11.29 | 8.62 | 6.62 | 3.90 |
| Yield(%) | 0.00 | 7.31 | 5.64 | 5.27 | 5.88 | 5.54 | 4.16 | … | … | 0.00 | 7.72 | 4.91 | 3.06 | 4.70 | 8.71 | 2.00 | 4.17 | 3.08 | 3.38 | 3.59 | 2.70 | 2.00 | 1.37 | 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 |
|---|---|---|---|---|
| LTMSX (MFS LIFETIME 2045 FUND R2) |
1.33%
Mar 2017 – Mar 2020 |
2.84%
Mar 2015 – Mar 2020 |
6.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMSX (MFS LIFETIME 2045 FUND R2) |
19.40%
Dec 2018 – Dec 2021 |
13.73%
Oct 2016 – Oct 2021 |
11.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart