Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMTX (MFS LIFETIME 2045 FUND R3) | 9.41% | 19.56% | 15.99% | 8.22% | 10.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMTX (MFS LIFETIME 2045 FUND R3) | 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 | 19.56 | 15.99 | 8.22 | 10.64 | NA | NA | … | … | 9.41 | 8.39 | 12.63 | 16.31 | -15.75 | 19.94 | 13.01 | 26.47 | -8.16 | 20.89 | 8.75 | -0.11 | 3.68 | 24.43 | 1.81 |
| Sharpe Ratio | NA | 1.80 | 1.14 | 0.43 | 0.61 | NA | NA | … | … | 1.81 | 0.37 | 0.91 | 1.15 | -0.87 | 1.76 | 0.44 | 2.51 | -0.73 | 3.47 | 0.68 | -0.01 | 0.38 | 2.45 | 1.21 |
| Standard Deviation(%) | NA | 9.81 | 11.44 | 13.47 | 14.81 | NA | NA | … | … | 11.62 | 15.11 | 9.96 | 11.12 | 19.73 | 11.30 | 28.99 | 9.96 | 13.09 | 5.86 | 12.64 | 12.44 | 9.63 | 9.97 | 10.40 |
| Draw Down(%) | NA | 7.85 | 13.72 | 23.05 | 32.79 | NA | NA | … | … | 7.85 | 13.72 | 5.97 | 10.12 | 22.86 | 5.18 | 32.79 | 5.47 | 17.08 | 1.72 | 10.14 | 11.18 | 8.59 | 6.70 | 3.90 |
| Yield(%) | 0.00 | 7.68 | 5.99 | 5.55 | 6.26 | 5.93 | 4.45 | … | … | 0.00 | 8.12 | 5.17 | 3.41 | 4.93 | 9.10 | 2.46 | 4.60 | 3.39 | 3.55 | 3.65 | 2.87 | 2.20 | 1.52 | 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 |
|---|---|---|---|---|
| LTMTX (MFS LIFETIME 2045 FUND R3) |
1.61%
Mar 2017 – Mar 2020 |
3.11%
Mar 2015 – Mar 2020 |
6.74%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMTX (MFS LIFETIME 2045 FUND R3) |
19.68%
Dec 2018 – Dec 2021 |
13.99%
Oct 2016 – Oct 2021 |
11.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart