Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFNX (MFS LIFETIME 2050 FUND R2) | 10.09% | 20.45% | 16.34% | 6.62% | 9.57% | 8.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFNX (MFS LIFETIME 2050 FUND R2) | 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 (%) | 0.55 | 20.45 | 16.34 | 6.62 | 9.57 | 8.92 | NA | … | … | 10.09 | 15.77 | 12.59 | 16.29 | -19.36 | 15.25 | 11.49 | 26.21 | -8.39 | 20.58 | 8.57 | -0.46 | 3.50 | 23.98 | 16.61 | -4.10 | 10.91 |
| Sharpe Ratio | NA | 1.77 | 1.11 | 0.29 | 0.53 | NA | NA | … | … | 1.84 | 0.92 | 0.86 | 1.11 | -1.01 | 1.26 | 0.39 | 2.47 | -0.75 | 3.41 | 0.67 | -0.04 | 0.36 | 2.40 | 1.36 | -0.18 | 3.57 |
| Standard Deviation(%) | NA | 10.48 | 12.07 | 14.24 | 15.16 | NA | NA | … | … | 12.43 | 14.09 | 10.45 | 11.49 | 20.71 | 12.05 | 29.01 | 9.99 | 13.05 | 5.87 | 12.55 | 12.55 | 9.58 | 9.96 | 12.28 | 22.41 | 12.22 |
| Draw Down(%) | NA | 8.37 | 14.55 | 26.41 | 32.83 | NA | NA | … | … | 8.37 | 14.55 | 6.40 | 10.45 | 23.26 | 5.30 | 32.83 | 5.52 | 17.24 | 1.66 | 10.11 | 11.26 | 8.63 | 6.68 | 10.72 | 20.03 | 4.10 |
| Yield(%) | 0.00 | 7.18 | 5.63 | 3.98 | 4.73 | 4.86 | 4.21 | … | … | 0.00 | 7.60 | 4.72 | 3.35 | 1.60 | 5.06 | 0.78 | 4.54 | 3.00 | 3.18 | 3.77 | 2.70 | 2.06 | 1.20 | 0.96 | 1.73 | 1.15 |
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 |
|---|---|---|---|---|
| MFFNX (MFS LIFETIME 2050 FUND R2) |
0.52%
Apr 2021 – Apr 2024 |
2.86%
Mar 2015 – Mar 2020 |
5.53%
Oct 2013 – Oct 2023 |
8.14%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFNX (MFS LIFETIME 2050 FUND R2) |
17.49%
Dec 2018 – Dec 2021 |
13.51%
Oct 2016 – Oct 2021 |
11.53%
Sep 2011 – Sep 2021 |
8.92%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart