Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFCX (MFS LIFETIME 2040 FUND C) | 7.71% | 17.17% | 14.21% | 5.37% | 8.40% | 7.83% | 6.59% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFCX (MFS LIFETIME 2040 FUND C) | 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 (%) | 0.37 | 17.17 | 14.21 | 5.37 | 8.40 | 7.83 | 6.59 | … | … | 7.71 | 13.98 | 11.20 | 15.14 | -19.38 | 13.23 | 10.14 | 24.94 | -8.50 | 19.57 | 8.00 | -0.94 | 2.94 | 23.35 | 16.08 | -4.87 | 17.16 | 32.97 | -40.77 | 8.46 | 12.50 | 1.29 |
| Sharpe Ratio | NA | 1.69 | 1.07 | 0.22 | 0.48 | NA | NA | … | … | 1.64 | 0.90 | 0.82 | 1.10 | -1.09 | 1.17 | 0.36 | 2.47 | -0.79 | 3.28 | 0.63 | -0.08 | 0.30 | 2.33 | 1.32 | -0.22 | 1.00 | 1.26 | -1.04 | 0.33 | 0.75 | 0.23 |
| Standard Deviation(%) | NA | 9.10 | 10.71 | 12.95 | 14.15 | NA | NA | … | … | 10.75 | 12.41 | 9.29 | 10.51 | 19.19 | 11.28 | 27.49 | 9.52 | 12.59 | 5.80 | 12.31 | 12.56 | 9.69 | 9.99 | 12.28 | 22.66 | 17.13 | 26.07 | 40.00 | 15.98 | 12.09 | 11.04 |
| Draw Down(%) | NA | 7.34 | 12.90 | 26.00 | 31.65 | NA | NA | … | … | 7.34 | 12.90 | 5.47 | 9.82 | 22.72 | 4.96 | 31.65 | 5.26 | 17.07 | 1.72 | 10.14 | 11.51 | 8.77 | 6.78 | 10.80 | 20.52 | 13.12 | 24.36 | 51.32 | 10.60 | 12.71 | 4.94 |
| Yield(%) | 0.00 | 7.04 | 5.41 | 3.75 | 4.69 | 4.54 | 4.07 | … | … | 0.00 | 7.38 | 4.79 | 2.99 | 1.29 | 4.50 | 0.27 | 5.90 | 4.30 | 3.14 | 6.24 | 2.54 | 0.99 | 0.73 | 0.59 | 1.13 | 0.91 | 1.91 | 1.58 | 5.86 | 0.67 | 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 |
|---|---|---|---|---|
| MLFCX (MFS LIFETIME 2040 FUND C) |
-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 |
|---|---|---|---|---|
| MLFCX (MFS LIFETIME 2040 FUND C) |
24.23%
Feb 2009 – Feb 2012 |
20.47%
Feb 2009 – Feb 2014 |
12.85%
Feb 2009 – Feb 2019 |
10.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart