Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTKX (MFS LIFETIME 2025 FUND R6) | -0.61% | 5.42% | 7.29% | 3.26% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTKX (MFS LIFETIME 2025 FUND R6) | 08/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.42 | 7.29 | 3.26 | NA | NA | NA | … | … | -0.61 | 1.46 | 6.84 | 10.59 | -12.26 | 8.73 | 10.79 | 18.02 | -3.90 | 13.39 | -0.23 |
| Sharpe Ratio | NA | 0.53 | 0.77 | 0.11 | NA | NA | NA | … | … | -0.52 | -0.15 | 0.67 | 1.14 | -1.42 | 1.72 | 0.74 | 3.37 | -0.76 | 3.72 | -0.16 |
| Standard Deviation(%) | NA | 5.61 | 5.65 | 6.58 | NA | NA | NA | … | … | 7.74 | 9.41 | 4.79 | 6.11 | 9.70 | 5.07 | 14.11 | 4.91 | 6.95 | 3.44 | 6.10 |
| Draw Down(%) | NA | 4.50 | 5.76 | 16.77 | NA | NA | NA | … | … | 4.50 | 7.53 | 2.62 | 5.76 | 16.51 | 2.49 | 19.38 | 2.08 | 9.08 | 1.30 | 3.06 |
| Yield(%) | 0.00 | 8.09 | 6.49 | 5.66 | 5.45 | 3.63 | 2.73 | … | … | 0.00 | 8.34 | 7.20 | 3.68 | 5.01 | 7.59 | 3.15 | 4.31 | 4.04 | 3.99 | 3.90 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LTTKX (MFS LIFETIME 2025 FUND R6) |
0.67%
Apr 2021 – Apr 2024 |
3.24%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTKX (MFS LIFETIME 2025 FUND R6) |
12.44%
Dec 2018 – Dec 2021 |
9.17%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart