Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTCX (MFS LIFETIME 2025 FUND C) | -0.54% | 4.73% | 6.27% | 2.20% | 4.89% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTCX (MFS LIFETIME 2025 FUND C) | 11/05/2012 | 06/03/2026 |
| 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 (%) | 0.00 | 4.73 | 6.27 | 2.20 | 4.89 | NA | NA | … | … | -0.54 | 8.19 | 5.58 | 9.35 | -13.22 | 7.49 | 9.54 | 16.72 | -5.04 | 12.14 | 6.47 | -1.47 | 3.41 | 16.31 | 1.31 |
| Sharpe Ratio | NA | 0.44 | 0.60 | -0.05 | 0.45 | NA | NA | … | … | -0.54 | 1.06 | 0.41 | 0.95 | -1.52 | 1.46 | 0.65 | 3.13 | -0.92 | 3.39 | 0.80 | -0.19 | 0.50 | 2.14 | 1.06 |
| Standard Deviation(%) | NA | 5.28 | 5.54 | 6.51 | 7.35 | NA | NA | … | … | 7.13 | 5.05 | 4.81 | 6.03 | 9.69 | 5.12 | 14.16 | 4.87 | 6.99 | 3.40 | 7.82 | 8.08 | 6.78 | 7.59 | 8.43 |
| Draw Down(%) | NA | 4.07 | 6.05 | 17.68 | 19.47 | NA | NA | … | … | 4.07 | 4.60 | 2.74 | 6.05 | 17.27 | 2.60 | 19.47 | 2.12 | 10.05 | 1.32 | 6.11 | 8.18 | 5.77 | 6.05 | 3.10 |
| Yield(%) | 0.00 | 6.91 | 5.25 | 4.65 | 4.39 | 3.90 | 2.92 | … | … | 0.00 | 7.10 | 6.02 | 2.33 | 4.13 | 6.39 | 2.01 | 3.06 | 3.02 | 2.89 | 3.23 | 2.30 | 1.79 | 1.59 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LTTCX (MFS LIFETIME 2025 FUND C) |
-0.46%
Apr 2021 – Apr 2024 |
2.18%
May 2021 – May 2026 |
3.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTCX (MFS LIFETIME 2025 FUND C) |
11.18%
Dec 2018 – Dec 2021 |
8.31%
Feb 2016 – Feb 2021 |
5.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart