Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFEX (MFS LIFETIME 2040 FUND R1) | 7.70% | 17.14% | 14.20% | 5.39% | 8.40% | 7.83% | 6.58% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFEX (MFS LIFETIME 2040 FUND R1) | 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 | 17.14 | 14.20 | 5.39 | 8.40 | 7.83 | 6.58 | … | … | 7.70 | 13.94 | 11.24 | 15.18 | -19.36 | 13.26 | 10.20 | 24.86 | -8.52 | 19.58 | 7.98 | -0.94 | 3.01 | 23.35 | 16.03 | -4.94 | 17.26 | 33.08 | -40.84 | 8.41 | 12.42 | 1.29 |
| Sharpe Ratio | NA | 1.68 | 1.06 | 0.22 | 0.48 | NA | NA | … | … | 1.64 | 0.89 | 0.81 | 1.10 | -1.09 | 1.17 | 0.36 | 2.46 | -0.79 | 3.32 | 0.63 | -0.08 | 0.31 | 2.34 | 1.31 | -0.22 | 1.00 | 1.27 | -1.05 | 0.33 | 0.75 | 0.23 |
| Standard Deviation(%) | NA | 9.13 | 10.75 | 12.97 | 14.16 | NA | NA | … | … | 10.79 | 12.43 | 9.35 | 10.55 | 19.20 | 11.27 | 27.46 | 9.51 | 12.62 | 5.72 | 12.29 | 12.55 | 9.56 | 9.97 | 12.27 | 22.65 | 17.12 | 25.98 | 39.84 | 15.94 | 12.13 | 10.99 |
| Draw Down(%) | NA | 7.38 | 12.89 | 25.99 | 31.66 | NA | NA | … | … | 7.38 | 12.89 | 5.50 | 9.81 | 22.75 | 4.95 | 31.66 | 5.22 | 17.10 | 1.71 | 10.16 | 11.45 | 8.74 | 6.76 | 10.78 | 20.48 | 13.11 | 24.25 | 51.32 | 10.64 | 12.71 | 4.94 |
| Yield(%) | 0.00 | 6.99 | 5.37 | 3.71 | 4.62 | 4.47 | 4.00 | … | … | 0.00 | 7.32 | 4.80 | 2.92 | 1.14 | 4.51 | 0.17 | 5.84 | 4.30 | 3.06 | 5.92 | 2.52 | 0.85 | 0.70 | 0.47 | 1.15 | 0.80 | 1.68 | 1.59 | 5.55 | 0.88 | 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 |
|---|---|---|---|---|
| MLFEX (MFS LIFETIME 2040 FUND R1) |
-16.22%
Feb 2006 – Feb 2009 |
-2.34%
May 2007 – May 2012 |
3.53%
Jan 2006 – Jan 2016 |
3.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFEX (MFS LIFETIME 2040 FUND R1) |
24.21%
Feb 2009 – Feb 2012 |
20.46%
Feb 2009 – Feb 2014 |
12.84%
Feb 2009 – Feb 2019 |
10.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart