Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFDX (MFS LIFETIME 2050 FUND C) | 9.33% | 19.66% | 15.58% | 6.14% | 9.02% | 8.27% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFDX (MFS LIFETIME 2050 FUND C) | 09/20/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 19.66 | 15.58 | 6.14 | 9.02 | 8.27 | NA | … | … | 9.33 | 15.20 | 12.09 | 15.65 | -19.79 | 14.67 | 10.93 | 25.55 | -8.88 | 20.02 | 7.96 | -0.87 | 2.95 | 23.38 | 16.05 | -4.60 | 10.75 |
| Sharpe Ratio | NA | 1.72 | 1.06 | 0.25 | 0.49 | NA | NA | … | … | 1.79 | 0.88 | 0.81 | 1.05 | -1.03 | 1.21 | 0.37 | 2.41 | -0.79 | 3.31 | 0.62 | -0.07 | 0.30 | 2.33 | 1.31 | -0.21 | 3.54 |
| Standard Deviation(%) | NA | 10.46 | 12.08 | 14.25 | 15.17 | NA | NA | … | … | 12.44 | 14.09 | 10.46 | 11.49 | 20.75 | 12.07 | 29.01 | 9.98 | 13.07 | 5.87 | 12.59 | 12.53 | 9.63 | 10.02 | 12.31 | 22.35 | 12.13 |
| Draw Down(%) | NA | 8.38 | 14.62 | 26.72 | 32.86 | NA | NA | … | … | 8.38 | 14.62 | 6.45 | 10.58 | 23.52 | 5.28 | 32.86 | 5.56 | 17.64 | 1.73 | 10.21 | 11.46 | 8.81 | 6.70 | 10.74 | 20.15 | 4.11 |
| Yield(%) | 0.00 | 6.87 | 5.19 | 3.64 | 4.20 | 4.14 | 3.62 | … | … | 0.00 | 7.23 | 4.20 | 2.97 | 1.25 | 4.62 | 0.36 | 4.17 | 2.50 | 2.62 | 3.28 | 2.09 | 1.64 | 0.82 | 0.49 | 1.32 | 1.00 |
Data as of 06/03/2026, Common starting date is 09/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFDX (MFS LIFETIME 2050 FUND C) |
0.00%
Apr 2021 – Apr 2024 |
2.33%
Mar 2015 – Mar 2020 |
4.99%
Oct 2013 – Oct 2023 |
7.59%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFDX (MFS LIFETIME 2050 FUND C) |
16.89%
Dec 2018 – Dec 2021 |
12.94%
Oct 2016 – Oct 2021 |
10.97%
Sep 2011 – Sep 2021 |
8.37%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart