Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFIX (MFS LIFETIME 2050 FUND I) | 9.82% | 20.89% | 16.74% | 7.23% | 10.13% | 9.37% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFIX (MFS LIFETIME 2050 FUND I) | 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 (%) | 0.44 | 20.89 | 16.74 | 7.23 | 10.13 | 9.37 | NA | … | … | 9.82 | 16.35 | 13.21 | 16.81 | -18.93 | 15.90 | 12.01 | 26.77 | -7.95 | 21.21 | 9.19 | 0.09 | 4.00 | 24.59 | 17.18 | -3.68 | 11.16 |
| Sharpe Ratio | NA | 1.83 | 1.16 | 0.33 | 0.56 | NA | NA | … | … | 1.89 | 0.96 | 0.92 | 1.16 | -0.99 | 1.32 | 0.40 | 2.51 | -0.72 | 3.51 | 0.71 | 0.00 | 0.41 | 2.46 | 1.41 | -0.17 | 3.69 |
| Standard Deviation(%) | NA | 10.49 | 12.09 | 14.23 | 15.17 | NA | NA | … | … | 12.42 | 14.11 | 10.46 | 11.44 | 20.71 | 12.06 | 29.03 | 10.08 | 13.02 | 5.88 | 12.61 | 12.53 | 9.64 | 9.99 | 12.26 | 22.42 | 12.13 |
| Draw Down(%) | NA | 8.31 | 14.51 | 26.06 | 32.80 | NA | NA | … | … | 8.31 | 14.51 | 6.36 | 10.35 | 22.95 | 5.30 | 32.80 | 5.50 | 16.93 | 1.71 | 10.10 | 11.11 | 8.50 | 6.64 | 10.61 | 19.83 | 4.10 |
| Yield(%) | 0.00 | 7.74 | 6.21 | 4.48 | 5.43 | 5.57 | 4.88 | … | … | 0.00 | 8.19 | 5.23 | 3.97 | 1.90 | 5.74 | 1.40 | 5.29 | 3.42 | 3.65 | 4.16 | 3.10 | 2.45 | 1.63 | 1.36 | 2.06 | 1.30 |
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 |
|---|---|---|---|---|
| MFFIX (MFS LIFETIME 2050 FUND I) |
1.04%
Apr 2021 – Apr 2024 |
3.36%
Mar 2015 – Mar 2020 |
6.07%
Oct 2013 – Oct 2023 |
8.69%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFIX (MFS LIFETIME 2050 FUND I) |
18.07%
Dec 2018 – Dec 2021 |
14.07%
Oct 2016 – Oct 2021 |
12.09%
Sep 2011 – Sep 2021 |
9.47%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart