Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFAX (MFS LIFETIME 2040 FUND A) | 8.03% | 18.05% | 15.06% | 6.19% | 9.23% | 8.65% | 7.39% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFAX (MFS LIFETIME 2040 FUND A) | 09/30/2005 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 18.05 | 15.06 | 6.19 | 9.23 | 8.65 | 7.39 | … | … | 8.03 | 14.84 | 12.06 | 16.02 | -18.73 | 14.14 | 11.03 | 25.87 | -7.82 | 20.48 | 8.73 | -0.12 | 3.75 | 24.30 | 16.89 | -4.17 | 18.11 | 33.95 | -40.39 | 9.23 | 13.15 | 1.29 |
| Sharpe Ratio | NA | 1.78 | 1.15 | 0.28 | 0.54 | NA | NA | … | … | 1.73 | 0.97 | 0.91 | 1.18 | -1.05 | 1.26 | 0.39 | 2.55 | -0.73 | 3.49 | 0.69 | -0.01 | 0.39 | 2.44 | 1.38 | -0.19 | 1.05 | 1.30 | -1.03 | 0.38 | 0.81 | 0.23 |
| Standard Deviation(%) | NA | 9.09 | 10.70 | 12.94 | 14.13 | NA | NA | … | … | 10.72 | 12.41 | 9.30 | 10.54 | 19.18 | 11.24 | 27.39 | 9.55 | 12.61 | 5.70 | 12.30 | 12.53 | 9.63 | 9.96 | 12.33 | 22.66 | 17.15 | 25.96 | 39.87 | 15.90 | 12.07 | 10.98 |
| Draw Down(%) | NA | 7.31 | 12.77 | 25.47 | 31.61 | NA | NA | … | … | 7.31 | 12.77 | 5.44 | 9.65 | 22.34 | 4.88 | 31.61 | 5.15 | 16.50 | 1.69 | 10.11 | 11.21 | 8.59 | 6.66 | 10.64 | 20.25 | 12.98 | 24.22 | 51.10 | 10.56 | 12.69 | 4.84 |
| Yield(%) | 0.00 | 7.73 | 6.21 | 4.41 | 5.60 | 5.61 | 5.06 | … | … | 0.00 | 8.12 | 5.58 | 3.79 | 1.92 | 5.28 | 1.29 | 6.74 | 5.09 | 3.91 | 6.94 | 3.31 | 1.71 | 1.45 | 1.28 | 1.67 | 1.54 | 2.47 | 2.04 | 5.85 | 1.31 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFAX (MFS LIFETIME 2040 FUND A) |
-15.65%
Feb 2006 – Feb 2009 |
-1.62%
May 2007 – May 2012 |
4.30%
Jan 2006 – Jan 2016 |
4.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFAX (MFS LIFETIME 2040 FUND A) |
25.16%
Feb 2009 – Feb 2012 |
21.40%
Feb 2009 – Feb 2014 |
13.70%
Feb 2009 – Feb 2019 |
11.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart