Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTIX (MFS LIFETIME 2025 FUND I) | -0.69% | 5.29% | 7.14% | 3.11% | 5.88% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTIX (MFS LIFETIME 2025 FUND I) | 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 | 5.29 | 7.14 | 3.11 | 5.88 | NA | NA | … | … | -0.69 | 1.47 | 6.73 | 10.36 | -12.36 | 8.61 | 10.62 | 17.82 | -3.98 | 13.16 | 7.68 | -0.51 | 4.36 | 17.49 | 1.31 |
| Sharpe Ratio | NA | 0.51 | 0.75 | 0.09 | 0.58 | NA | NA | … | … | -0.54 | -0.15 | 0.65 | 1.12 | -1.42 | 1.69 | 0.73 | 3.35 | -0.77 | 3.59 | 0.95 | -0.07 | 0.64 | 2.29 | 1.07 |
| Standard Deviation(%) | NA | 5.61 | 5.63 | 6.55 | 7.36 | NA | NA | … | … | 7.71 | 9.28 | 4.78 | 6.06 | 9.71 | 5.07 | 14.06 | 4.87 | 6.97 | 3.50 | 7.83 | 8.12 | 6.73 | 7.63 | 8.32 |
| Draw Down(%) | NA | 4.52 | 5.77 | 16.92 | 19.33 | NA | NA | … | … | 4.52 | 7.42 | 2.62 | 5.77 | 16.61 | 2.50 | 19.33 | 2.08 | 9.23 | 1.30 | 5.96 | 7.84 | 5.46 | 5.94 | 3.10 |
| Yield(%) | 0.00 | 7.97 | 6.35 | 5.55 | 5.48 | 4.98 | 3.74 | … | … | 0.00 | 8.22 | 7.08 | 3.53 | 4.88 | 7.46 | 3.04 | 4.19 | 3.97 | 3.84 | 4.21 | 3.15 | 2.59 | 1.97 | 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 |
|---|---|---|---|---|
| LTTIX (MFS LIFETIME 2025 FUND I) |
0.53%
Apr 2021 – Apr 2024 |
3.08%
May 2021 – May 2026 |
4.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTIX (MFS LIFETIME 2025 FUND I) |
12.28%
Dec 2018 – Dec 2021 |
9.40%
Feb 2016 – Feb 2021 |
7.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart