Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFPX (MFS LIFETIME 2050 FUND R4) | 10.33% | 21.06% | 16.91% | 7.16% | 10.12% | 9.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFPX (MFS LIFETIME 2050 FUND R4) | 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 | 21.06 | 16.91 | 7.16 | 10.12 | 9.46 | NA | … | … | 10.33 | 16.30 | 13.19 | 16.84 | -18.93 | 15.90 | 12.05 | 26.75 | -7.94 | 21.23 | 9.12 | 0.09 | 3.93 | 24.59 | 17.18 | -3.68 | 11.16 |
| Sharpe Ratio | NA | 1.84 | 1.16 | 0.33 | 0.56 | NA | NA | … | … | 1.90 | 0.95 | 0.92 | 1.16 | -0.99 | 1.32 | 0.41 | 2.53 | -0.72 | 3.52 | 0.71 | 0.00 | 0.41 | 2.47 | 1.41 | -0.17 | 3.69 |
| Standard Deviation(%) | NA | 10.46 | 12.08 | 14.24 | 15.16 | NA | NA | … | … | 12.40 | 14.12 | 10.45 | 11.51 | 20.70 | 12.02 | 28.99 | 9.99 | 13.04 | 5.87 | 12.58 | 12.55 | 9.62 | 9.95 | 12.29 | 22.36 | 12.13 |
| Draw Down(%) | NA | 8.30 | 14.54 | 26.03 | 32.80 | NA | NA | … | … | 8.30 | 14.54 | 6.40 | 10.35 | 22.95 | 5.26 | 32.80 | 5.50 | 16.99 | 1.71 | 10.04 | 11.17 | 8.51 | 6.64 | 10.61 | 19.83 | 4.10 |
| Yield(%) | 0.00 | 7.68 | 6.17 | 4.43 | 5.37 | 5.60 | 4.86 | … | … | 0.00 | 8.15 | 5.17 | 3.94 | 2.03 | 5.59 | 1.33 | 5.25 | 3.43 | 3.59 | 4.16 | 3.10 | 2.45 | 1.63 | 1.36 | 2.06 | 1.30 |
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 |
|---|---|---|---|---|
| MFFPX (MFS LIFETIME 2050 FUND R4) |
1.04%
Apr 2021 – Apr 2024 |
3.36%
Mar 2015 – Mar 2020 |
6.07%
Oct 2013 – Oct 2023 |
8.68%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFPX (MFS LIFETIME 2050 FUND R4) |
18.07%
Dec 2018 – Dec 2021 |
14.07%
Oct 2016 – Oct 2021 |
12.08%
Sep 2011 – Sep 2021 |
9.47%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart