Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFBX (MFS LIFETIME 2040 FUND B) | 7.76% | 17.17% | 14.22% | 5.40% | 8.41% | 7.84% | 6.60% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFBX (MFS LIFETIME 2040 FUND B) | 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 (%) | 0.40 | 17.17 | 14.22 | 5.40 | 8.41 | 7.84 | 6.60 | … | … | 7.76 | 13.90 | 11.25 | 15.15 | -19.35 | 13.32 | 10.15 | 24.95 | -8.51 | 19.58 | 7.97 | -0.94 | 2.93 | 23.40 | 16.00 | -4.88 | 17.27 | 33.03 | -40.80 | 8.43 | 12.54 | 1.19 |
| Sharpe Ratio | NA | 1.69 | 1.07 | 0.22 | 0.48 | NA | NA | … | … | 1.66 | 0.89 | 0.82 | 1.10 | -1.09 | 1.18 | 0.36 | 2.46 | -0.79 | 3.30 | 0.63 | -0.08 | 0.30 | 2.36 | 1.30 | -0.22 | 1.01 | 1.27 | -1.04 | 0.33 | 0.75 | 0.19 |
| Standard Deviation(%) | NA | 9.11 | 10.71 | 12.95 | 14.15 | NA | NA | … | … | 10.71 | 12.42 | 9.29 | 10.54 | 19.17 | 11.26 | 27.46 | 9.56 | 12.57 | 5.75 | 12.35 | 12.56 | 9.62 | 9.92 | 12.35 | 22.69 | 17.00 | 26.02 | 39.93 | 16.00 | 12.16 | 11.02 |
| Draw Down(%) | NA | 7.35 | 12.90 | 26.01 | 31.67 | NA | NA | … | … | 7.35 | 12.90 | 5.46 | 9.82 | 22.77 | 4.98 | 31.67 | 5.25 | 17.08 | 1.70 | 10.10 | 11.51 | 8.81 | 6.71 | 10.79 | 20.53 | 13.13 | 24.26 | 51.27 | 10.62 | 12.80 | 4.94 |
| Yield(%) | 0.00 | 6.28 | 4.91 | 3.45 | 4.46 | 4.34 | 3.90 | … | … | 0.00 | 6.58 | 4.47 | 2.65 | 1.14 | 4.32 | 0.36 | 5.80 | 4.26 | 3.05 | 6.16 | 2.57 | 0.93 | 0.64 | 0.56 | 0.98 | 0.79 | 1.67 | 1.44 | 5.39 | 0.80 | 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 |
|---|---|---|---|---|
| MLFBX (MFS LIFETIME 2040 FUND B) |
-16.19%
Feb 2006 – Feb 2009 |
-2.34%
May 2007 – May 2012 |
3.55%
Jan 2006 – Jan 2016 |
3.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFBX (MFS LIFETIME 2040 FUND B) |
24.22%
Feb 2009 – Feb 2012 |
20.47%
Feb 2009 – Feb 2014 |
12.84%
Feb 2009 – Feb 2019 |
10.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart