Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFKX (MFS LIFETIME 2050 FUND R6) | 9.92% | 21.07% | 16.90% | 9.08% | 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 |
|---|---|---|
| MFFKX (MFS LIFETIME 2050 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 (%) | 0.44 | 21.07 | 16.90 | 9.08 | NA | NA | NA | … | … | 9.92 | 9.34 | 13.38 | 17.03 | -15.59 | 20.58 | 13.47 | 27.00 | -7.81 | 21.37 | 0.89 |
| Sharpe Ratio | NA | 1.85 | 1.17 | 0.47 | NA | NA | NA | … | … | 1.92 | 0.41 | 0.94 | 1.18 | -0.85 | 1.80 | 0.45 | 2.56 | -0.71 | 3.53 | 0.25 |
| Standard Deviation(%) | NA | 10.47 | 12.08 | 13.96 | NA | NA | NA | … | … | 12.38 | 15.92 | 10.43 | 11.47 | 20.14 | 11.41 | 28.99 | 9.99 | 13.03 | 5.89 | 9.39 |
| Draw Down(%) | NA | 8.28 | 14.49 | 23.05 | NA | NA | NA | … | … | 8.28 | 14.49 | 6.36 | 10.32 | 22.89 | 5.26 | 32.77 | 5.50 | 16.89 | 1.77 | 4.77 |
| Yield(%) | 0.00 | 7.89 | 6.38 | 6.04 | 6.64 | 4.43 | 3.32 | … | … | 0.00 | 8.35 | 5.40 | 4.10 | 5.34 | 10.24 | 2.71 | 5.41 | 3.58 | 3.78 | 3.83 |
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 |
|---|---|---|---|---|
| MFFKX (MFS LIFETIME 2050 FUND R6) |
1.99%
Mar 2017 – Mar 2020 |
5.47%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFKX (MFS LIFETIME 2050 FUND R6) |
20.22%
Dec 2018 – Dec 2021 |
14.48%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart