Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFOX (MFS LIFETIME 2050 FUND R3) | 9.68% | 20.56% | 16.45% | 6.96% | 9.84% | 9.09% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFOX (MFS LIFETIME 2050 FUND R3) | 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 | 20.56 | 16.45 | 6.96 | 9.84 | 9.09 | NA | … | … | 9.68 | 16.06 | 12.89 | 16.59 | -19.17 | 15.57 | 11.79 | 26.46 | -8.16 | 20.94 | 8.79 | -0.19 | 3.71 | 24.33 | 16.92 | -3.95 | 11.09 |
| Sharpe Ratio | NA | 1.80 | 1.13 | 0.31 | 0.54 | NA | NA | … | … | 1.86 | 0.94 | 0.89 | 1.13 | -1.00 | 1.29 | 0.40 | 2.50 | -0.73 | 3.43 | 0.68 | -0.02 | 0.38 | 2.44 | 1.39 | -0.18 | 3.61 |
| Standard Deviation(%) | NA | 10.49 | 12.08 | 14.25 | 15.17 | NA | NA | … | … | 12.44 | 14.11 | 10.44 | 11.51 | 20.73 | 12.03 | 29.01 | 9.99 | 13.07 | 5.94 | 12.55 | 12.51 | 9.63 | 9.96 | 12.23 | 22.40 | 12.32 |
| Draw Down(%) | NA | 8.36 | 14.53 | 26.24 | 32.80 | NA | NA | … | … | 8.36 | 14.53 | 6.39 | 10.41 | 23.10 | 5.27 | 32.80 | 5.54 | 17.09 | 1.71 | 10.07 | 11.21 | 8.60 | 6.66 | 10.70 | 19.93 | 4.10 |
| Yield(%) | 0.00 | 7.56 | 5.98 | 4.30 | 5.15 | 5.24 | 4.59 | … | … | 0.00 | 7.99 | 4.98 | 3.73 | 1.84 | 5.47 | 1.16 | 5.04 | 3.22 | 3.42 | 3.95 | 2.89 | 2.22 | 1.41 | 1.18 | 1.87 | 1.23 |
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 |
|---|---|---|---|---|
| MFFOX (MFS LIFETIME 2050 FUND R3) |
0.77%
Apr 2021 – Apr 2024 |
3.10%
Mar 2015 – Mar 2020 |
5.79%
Oct 2013 – Oct 2023 |
8.41%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFOX (MFS LIFETIME 2050 FUND R3) |
17.78%
Dec 2018 – Dec 2021 |
13.79%
Oct 2016 – Oct 2021 |
11.80%
Sep 2011 – Sep 2021 |
9.20%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart