Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFFSX (MFS LIFETIME 2050 FUND A) | 9.75% | 20.59% | 16.45% | 6.97% | 9.86% | 9.10% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFFSX (MFS LIFETIME 2050 FUND A) | 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 | 20.59 | 16.45 | 6.97 | 9.86 | 9.10 | NA | … | … | 9.75 | 16.00 | 12.92 | 16.56 | -19.15 | 15.60 | 11.79 | 26.49 | -8.12 | 20.86 | 8.80 | -0.13 | 3.70 | 24.30 | 16.92 | -3.87 | 11.03 |
| Sharpe Ratio | NA | 1.80 | 1.13 | 0.31 | 0.55 | NA | NA | … | … | 1.88 | 0.93 | 0.89 | 1.13 | -1.00 | 1.29 | 0.40 | 2.49 | -0.73 | 3.47 | 0.68 | -0.01 | 0.38 | 2.44 | 1.39 | -0.17 | 3.61 |
| Standard Deviation(%) | NA | 10.48 | 12.11 | 14.25 | 15.18 | NA | NA | … | … | 12.41 | 14.14 | 10.49 | 11.55 | 20.70 | 12.09 | 29.03 | 10.03 | 13.05 | 5.85 | 12.60 | 12.54 | 9.65 | 9.94 | 12.26 | 22.38 | 12.22 |
| Draw Down(%) | NA | 8.36 | 14.56 | 26.21 | 32.84 | NA | NA | … | … | 8.36 | 14.56 | 6.37 | 10.42 | 23.11 | 5.27 | 32.84 | 5.50 | 17.08 | 1.70 | 10.14 | 11.21 | 8.61 | 6.62 | 10.65 | 19.87 | 4.10 |
| Yield(%) | 0.00 | 7.50 | 5.94 | 4.28 | 5.12 | 5.21 | 4.56 | … | … | 0.00 | 7.92 | 4.94 | 3.71 | 1.84 | 5.45 | 1.15 | 4.99 | 3.18 | 3.33 | 3.92 | 2.87 | 2.22 | 1.44 | 1.17 | 1.33 | 1.27 |
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 |
|---|---|---|---|---|
| MFFSX (MFS LIFETIME 2050 FUND A) |
0.80%
Apr 2021 – Apr 2024 |
3.10%
Mar 2015 – Mar 2020 |
5.80%
Oct 2013 – Oct 2023 |
8.42%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFFSX (MFS LIFETIME 2050 FUND A) |
17.80%
Dec 2018 – Dec 2021 |
13.80%
Oct 2016 – Oct 2021 |
11.81%
Sep 2011 – Sep 2021 |
9.21%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart