Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFGX (MFS LIFETIME 2040 FUND R2) | 8.37% | 17.87% | 14.92% | 5.85% | 8.94% | 8.48% | 7.14% | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFGX (MFS LIFETIME 2040 FUND R2) | 09/30/2005 | 06/04/2026 |
| 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 (%) | 0.45 | 17.87 | 14.92 | 5.85 | 8.94 | 8.48 | 7.14 | … | … | 8.37 | 14.51 | 11.78 | 15.70 | -18.92 | 13.86 | 10.73 | 25.47 | -8.03 | 20.18 | 8.46 | -0.43 | 3.53 | 23.96 | 16.55 | -4.33 | 17.87 | 33.57 | -40.50 | 8.90 | 12.90 | 1.29 |
| Sharpe Ratio | NA | 1.75 | 1.12 | 0.26 | 0.52 | NA | NA | … | … | 1.71 | 0.94 | 0.88 | 1.15 | -1.06 | 1.23 | 0.38 | 2.53 | -0.75 | 3.40 | 0.67 | -0.04 | 0.37 | 2.41 | 1.35 | -0.19 | 1.04 | 1.29 | -1.04 | 0.36 | 0.78 | 0.23 |
| Standard Deviation(%) | NA | 9.10 | 10.71 | 12.96 | 14.16 | NA | NA | … | … | 10.77 | 12.39 | 9.31 | 10.54 | 19.22 | 11.24 | 27.47 | 9.49 | 12.63 | 5.76 | 12.34 | 12.63 | 9.60 | 9.93 | 12.36 | 22.68 | 17.11 | 26.02 | 39.88 | 15.98 | 12.14 | 11.00 |
| Draw Down(%) | NA | 7.36 | 12.84 | 25.63 | 31.67 | NA | NA | … | … | 7.36 | 12.84 | 5.42 | 9.71 | 22.46 | 4.92 | 31.67 | 5.25 | 16.69 | 1.70 | 10.10 | 11.30 | 8.66 | 6.70 | 10.71 | 20.37 | 12.95 | 24.18 | 51.14 | 10.52 | 12.78 | 4.94 |
| Yield(%) | 0.00 | 7.46 | 5.92 | 4.14 | 5.24 | 5.28 | 4.70 | … | … | 0.00 | 7.86 | 5.31 | 3.47 | 1.68 | 4.99 | 0.93 | 6.30 | 4.79 | 3.64 | 6.73 | 3.09 | 1.46 | 1.17 | 0.97 | 1.44 | 1.32 | 2.25 | 2.00 | 5.77 | 1.16 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MLFGX (MFS LIFETIME 2040 FUND R2) |
-15.85%
Feb 2006 – Feb 2009 |
-1.85%
May 2007 – May 2012 |
4.04%
Jan 2006 – Jan 2016 |
4.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFGX (MFS LIFETIME 2040 FUND R2) |
24.86%
Feb 2009 – Feb 2012 |
21.10%
Feb 2009 – Feb 2014 |
13.41%
Feb 2009 – Feb 2019 |
11.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart