Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTSX (MFS LIFETIME 2025 FUND R2) | -0.61% | 4.98% | 6.69% | 2.65% | 5.38% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTSX (MFS LIFETIME 2025 FUND R2) | 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 | 4.98 | 6.69 | 2.65 | 5.38 | NA | NA | … | … | -0.61 | 1.47 | 6.14 | 9.89 | -12.83 | 8.12 | 10.08 | 17.14 | -4.49 | 12.68 | 7.08 | -1.01 | 3.89 | 16.91 | 1.31 |
| Sharpe Ratio | NA | 0.47 | 0.68 | 0.02 | 0.51 | NA | NA | … | … | -0.54 | -0.16 | 0.53 | 1.04 | -1.47 | 1.59 | 0.69 | 3.21 | -0.84 | 3.52 | 0.87 | -0.13 | 0.58 | 2.23 | 1.09 |
| Standard Deviation(%) | NA | 5.42 | 5.57 | 6.54 | 7.36 | NA | NA | … | … | 7.41 | 8.91 | 4.75 | 6.07 | 9.75 | 5.09 | 14.10 | 4.89 | 7.00 | 3.43 | 7.85 | 8.14 | 6.68 | 7.56 | 8.23 |
| Draw Down(%) | NA | 4.32 | 5.97 | 17.32 | 19.46 | NA | NA | … | … | 4.32 | 6.99 | 2.64 | 5.97 | 16.96 | 2.58 | 19.46 | 2.10 | 9.61 | 1.31 | 6.07 | 8.04 | 5.57 | 5.95 | 3.10 |
| Yield(%) | 0.00 | 7.45 | 5.81 | 5.09 | 4.92 | 4.42 | 3.31 | … | … | 0.00 | 7.66 | 6.58 | 2.94 | 4.43 | 6.89 | 2.38 | 3.50 | 3.37 | 3.47 | 3.94 | 2.75 | 2.11 | 1.68 | 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 |
|---|---|---|---|---|
| LTTSX (MFS LIFETIME 2025 FUND R2) |
0.06%
Apr 2021 – Apr 2024 |
2.64%
May 2021 – May 2026 |
4.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTSX (MFS LIFETIME 2025 FUND R2) |
11.71%
Dec 2018 – Dec 2021 |
8.86%
Feb 2016 – Feb 2021 |
6.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart