Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTUX (MFS LIFETIME 2025 FUND R4) | -0.61% | 5.32% | 7.17% | 3.13% | 5.89% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTUX (MFS LIFETIME 2025 FUND R4) | 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 | 5.32 | 7.17 | 3.13 | 5.89 | NA | NA | … | … | -0.61 | 1.62 | 6.67 | 10.49 | -12.39 | 8.58 | 10.60 | 17.78 | -3.96 | 13.25 | 7.50 | -0.42 | 4.36 | 17.49 | 1.31 |
| Sharpe Ratio | NA | 0.52 | 0.75 | 0.09 | 0.58 | NA | NA | … | … | -0.52 | -0.14 | 0.64 | 1.14 | -1.43 | 1.68 | 0.73 | 3.35 | -0.77 | 3.61 | 0.92 | -0.06 | 0.64 | 2.29 | 1.09 |
| Standard Deviation(%) | NA | 5.54 | 5.62 | 6.56 | 7.36 | NA | NA | … | … | 7.61 | 9.16 | 4.79 | 6.05 | 9.73 | 5.09 | 14.08 | 4.87 | 6.93 | 3.50 | 7.89 | 8.17 | 6.81 | 7.64 | 8.20 |
| Draw Down(%) | NA | 4.42 | 5.76 | 16.89 | 19.38 | NA | NA | … | … | 4.42 | 7.31 | 2.61 | 5.76 | 16.56 | 2.56 | 19.38 | 2.08 | 9.23 | 1.22 | 6.04 | 7.84 | 5.46 | 5.94 | 3.10 |
| Yield(%) | 0.00 | 7.83 | 6.29 | 5.50 | 5.43 | 4.94 | 3.71 | … | … | 0.00 | 8.08 | 7.03 | 3.51 | 4.87 | 7.37 | 2.96 | 4.17 | 3.91 | 3.75 | 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 |
|---|---|---|---|---|
| LTTUX (MFS LIFETIME 2025 FUND R4) |
0.55%
Apr 2021 – Apr 2024 |
3.11%
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 |
|---|---|---|---|---|
| LTTUX (MFS LIFETIME 2025 FUND R4) |
12.25%
Dec 2018 – Dec 2021 |
9.41%
Feb 2016 – Feb 2021 |
7.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart