Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFHX (MFS LIFETIME 2040 FUND R3) | 8.46% | 18.16% | 15.21% | 6.11% | 9.21% | 8.74% | 7.41% | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFHX (MFS LIFETIME 2040 FUND R3) | 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 | 18.16 | 15.21 | 6.11 | 9.21 | 8.74 | 7.41 | … | … | 8.46 | 14.82 | 12.10 | 16.00 | -18.74 | 14.17 | 10.99 | 25.85 | -7.82 | 20.50 | 8.72 | -0.19 | 3.75 | 24.30 | 16.90 | -4.18 | 18.10 | 34.10 | -40.39 | 9.13 | 13.23 | 1.29 |
| Sharpe Ratio | NA | 1.78 | 1.15 | 0.28 | 0.54 | NA | NA | … | … | 1.73 | 0.96 | 0.91 | 1.18 | -1.05 | 1.26 | 0.39 | 2.54 | -0.74 | 3.46 | 0.69 | -0.02 | 0.39 | 2.44 | 1.39 | -0.19 | 1.05 | 1.30 | -1.03 | 0.38 | 0.81 | 0.23 |
| Standard Deviation(%) | NA | 9.14 | 10.73 | 12.97 | 14.15 | NA | NA | … | … | 10.80 | 12.44 | 9.31 | 10.53 | 19.21 | 11.27 | 27.43 | 9.58 | 12.55 | 5.76 | 12.32 | 12.58 | 9.61 | 9.95 | 12.26 | 22.65 | 17.14 | 26.11 | 39.88 | 15.87 | 12.12 | 10.98 |
| Draw Down(%) | NA | 7.31 | 12.77 | 25.45 | 31.65 | NA | NA | … | … | 7.31 | 12.77 | 5.44 | 9.70 | 22.30 | 4.93 | 31.65 | 5.15 | 16.45 | 1.69 | 10.04 | 11.22 | 8.60 | 6.66 | 10.64 | 20.25 | 12.98 | 24.22 | 51.05 | 10.56 | 12.68 | 4.84 |
| Yield(%) | 0.00 | 7.68 | 6.18 | 4.37 | 5.56 | 5.66 | 5.05 | … | … | 0.00 | 8.10 | 5.55 | 3.77 | 1.92 | 5.30 | 1.30 | 6.73 | 5.04 | 3.92 | 6.93 | 3.31 | 1.71 | 1.45 | 1.29 | 1.66 | 1.53 | 2.43 | 2.08 | 5.93 | 1.29 | 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 |
|---|---|---|---|---|
| MLFHX (MFS LIFETIME 2040 FUND R3) |
-15.62%
Feb 2006 – Feb 2009 |
-1.62%
May 2007 – May 2012 |
4.31%
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 |
|---|---|---|---|---|
| MLFHX (MFS LIFETIME 2040 FUND R3) |
25.14%
Feb 2009 – Feb 2012 |
21.37%
Feb 2009 – Feb 2014 |
13.69%
Feb 2009 – Feb 2019 |
11.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart