Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFMX (MFS LIFETIME 2050 FUND R1) | 9.83% | 19.82% | 15.75% | 6.08% | 9.01% | 8.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFMX (MFS LIFETIME 2050 FUND R1) | 09/20/2010 | 06/04/2026 |
| 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 (%) | 0.52 | 19.82 | 15.75 | 6.08 | 9.01 | 8.37 | NA | … | … | 9.83 | 15.20 | 12.07 | 15.70 | -19.80 | 14.67 | 10.97 | 25.54 | -8.84 | 19.99 | 7.98 | -0.92 | 2.96 | 23.37 | 16.07 | -4.60 | 10.75 |
| Sharpe Ratio | NA | 1.71 | 1.06 | 0.25 | 0.49 | NA | NA | … | … | 1.78 | 0.88 | 0.81 | 1.06 | -1.03 | 1.21 | 0.37 | 2.41 | -0.78 | 3.31 | 0.62 | -0.08 | 0.30 | 2.35 | 1.32 | -0.21 | 3.54 |
| Standard Deviation(%) | NA | 10.47 | 12.08 | 14.25 | 15.18 | NA | NA | … | … | 12.41 | 14.11 | 10.46 | 11.49 | 20.74 | 12.07 | 29.01 | 9.97 | 13.09 | 5.87 | 12.59 | 12.58 | 9.67 | 9.93 | 12.25 | 22.43 | 12.13 |
| Draw Down(%) | NA | 8.39 | 14.64 | 26.76 | 32.83 | NA | NA | … | … | 8.39 | 14.64 | 6.43 | 10.59 | 23.56 | 5.30 | 32.83 | 5.56 | 17.63 | 1.73 | 10.18 | 11.45 | 8.80 | 6.70 | 10.81 | 20.15 | 4.11 |
| Yield(%) | 0.00 | 6.92 | 5.23 | 3.64 | 4.18 | 4.17 | 3.61 | … | … | 0.00 | 7.31 | 4.26 | 2.95 | 1.21 | 4.72 | 0.00 | 4.11 | 2.49 | 2.82 | 3.31 | 1.91 | 1.72 | 0.74 | 0.52 | 1.23 | 1.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MFFMX (MFS LIFETIME 2050 FUND R1) |
0.02%
Apr 2021 – Apr 2024 |
2.33%
Mar 2015 – Mar 2020 |
5.00%
Oct 2013 – Oct 2023 |
7.60%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFMX (MFS LIFETIME 2050 FUND R1) |
16.90%
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