Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFRX (MFS LIFETIME 2050 FUND B) | 9.41% | 19.69% | 15.58% | 6.16% | 9.03% | 8.27% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFRX (MFS LIFETIME 2050 FUND B) | 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 (%) | 0.44 | 19.69 | 15.58 | 6.16 | 9.03 | 8.27 | NA | … | … | 9.41 | 15.16 | 12.08 | 15.64 | -19.78 | 14.71 | 10.92 | 25.54 | -8.86 | 20.04 | 8.01 | -0.96 | 2.98 | 23.36 | 16.00 | -4.55 | 10.75 |
| Sharpe Ratio | NA | 1.71 | 1.06 | 0.25 | 0.49 | NA | NA | … | … | 1.79 | 0.87 | 0.81 | 1.05 | -1.03 | 1.22 | 0.37 | 2.42 | -0.79 | 3.34 | 0.62 | -0.08 | 0.31 | 2.35 | 1.31 | -0.20 | 3.54 |
| Standard Deviation(%) | NA | 10.50 | 12.10 | 14.26 | 15.17 | NA | NA | … | … | 12.49 | 14.12 | 10.47 | 11.48 | 20.72 | 12.07 | 29.01 | 9.96 | 13.03 | 5.83 | 12.58 | 12.54 | 9.69 | 9.94 | 12.32 | 22.35 | 12.13 |
| Draw Down(%) | NA | 8.42 | 14.64 | 26.78 | 32.83 | NA | NA | … | … | 8.42 | 14.64 | 6.46 | 10.59 | 23.59 | 5.33 | 32.83 | 5.53 | 17.63 | 1.68 | 10.16 | 11.46 | 8.78 | 6.69 | 10.81 | 20.15 | 4.11 |
| Yield(%) | 0.00 | 6.58 | 4.83 | 3.43 | 4.03 | 3.98 | 3.47 | … | … | 0.00 | 6.93 | 3.91 | 2.48 | 1.08 | 4.57 | 0.35 | 4.17 | 2.56 | 2.61 | 3.14 | 2.12 | 1.46 | 0.59 | 0.47 | 1.19 | 1.00 |
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 |
|---|---|---|---|---|
| MFFRX (MFS LIFETIME 2050 FUND B) |
0.02%
Apr 2021 – Apr 2024 |
2.34%
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 |
|---|---|---|---|---|
| MFFRX (MFS LIFETIME 2050 FUND B) |
16.89%
Dec 2018 – Dec 2021 |
12.95%
Oct 2016 – Oct 2021 |
10.97%
Sep 2011 – Sep 2021 |
8.37%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart