Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFIX (MFS LIFETIME 2040 FUND I) | 8.63% | 18.49% | 15.51% | 6.41% | 9.48% | 9.01% | 7.68% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFIX (MFS LIFETIME 2040 FUND I) | 09/29/2005 | 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 (%) | 0.49 | 18.49 | 15.51 | 6.41 | 9.48 | 9.01 | 7.68 | … | … | 8.63 | 15.08 | 12.35 | 16.29 | -18.50 | 14.52 | 11.29 | 26.06 | -7.54 | 20.79 | 8.75 | 0.05 | 4.04 | 24.59 | 17.16 | -3.92 | 18.52 | 34.21 | -40.20 | 9.59 | 13.69 | 2.40 |
| Sharpe Ratio | NA | 1.82 | 1.18 | 0.30 | 0.56 | NA | NA | … | … | 1.76 | 0.99 | 0.94 | 1.21 | -1.04 | 1.29 | 0.40 | 2.58 | -0.71 | 3.52 | 0.70 | 0.00 | 0.42 | 2.45 | 1.41 | -0.17 | 1.08 | 1.31 | -1.03 | 0.41 | 0.85 | 0.63 |
| Standard Deviation(%) | NA | 9.13 | 10.71 | 12.94 | 14.15 | NA | NA | … | … | 10.79 | 12.40 | 9.33 | 10.50 | 19.16 | 11.22 | 27.54 | 9.54 | 12.57 | 5.74 | 12.27 | 12.52 | 9.61 | 10.01 | 12.26 | 22.69 | 17.01 | 25.97 | 39.89 | 15.94 | 12.15 | 11.21 |
| Draw Down(%) | NA | 7.29 | 12.76 | 25.25 | 31.66 | NA | NA | … | … | 7.29 | 12.76 | 5.43 | 9.62 | 22.14 | 4.89 | 31.66 | 5.17 | 16.30 | 1.68 | 10.05 | 11.14 | 8.53 | 6.70 | 10.58 | 20.14 | 13.01 | 24.15 | 50.97 | 10.51 | 12.67 | 4.84 |
| Yield(%) | 0.00 | 7.88 | 6.43 | 4.58 | 5.83 | 5.99 | 5.38 | … | … | 0.00 | 8.32 | 5.81 | 4.03 | 2.15 | 5.57 | 1.55 | 6.92 | 5.25 | 4.15 | 7.14 | 3.54 | 1.94 | 1.68 | 1.52 | 1.89 | 1.77 | 2.68 | 2.26 | 6.22 | 1.47 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFIX (MFS LIFETIME 2040 FUND I) |
-15.35%
Feb 2006 – Feb 2009 |
-1.35%
May 2007 – May 2012 |
4.59%
Jan 2006 – Jan 2016 |
5.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFIX (MFS LIFETIME 2040 FUND I) |
25.50%
Feb 2009 – Feb 2012 |
21.69%
Feb 2009 – Feb 2014 |
13.95%
Feb 2009 – Feb 2019 |
11.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart