Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFJX (MFS LIFETIME 2040 FUND R4) | 8.62% | 18.44% | 15.50% | 6.41% | 9.50% | 9.03% | 7.69% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFJX (MFS LIFETIME 2040 FUND R4) | 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 (%) | 0.44 | 18.44 | 15.50 | 6.41 | 9.50 | 9.03 | 7.69 | … | … | 8.62 | 15.06 | 12.36 | 16.26 | -18.45 | 14.54 | 11.29 | 26.10 | -7.58 | 20.84 | 8.99 | 0.05 | 4.04 | 24.61 | 17.18 | -3.92 | 18.41 | 34.41 | -40.23 | 9.46 | 13.60 | 2.40 |
| Sharpe Ratio | NA | 1.80 | 1.17 | 0.30 | 0.56 | NA | NA | … | … | 1.76 | 0.98 | 0.94 | 1.21 | -1.04 | 1.29 | 0.40 | 2.58 | -0.72 | 3.52 | 0.71 | 0.00 | 0.42 | 2.46 | 1.40 | -0.17 | 1.07 | 1.32 | -1.03 | 0.40 | 0.84 | 0.63 |
| Standard Deviation(%) | NA | 9.15 | 10.73 | 12.95 | 14.15 | NA | NA | … | … | 10.80 | 12.42 | 9.33 | 10.53 | 19.19 | 11.21 | 27.48 | 9.53 | 12.58 | 5.75 | 12.30 | 12.59 | 9.64 | 9.99 | 12.30 | 22.67 | 17.19 | 26.02 | 39.81 | 15.86 | 12.12 | 11.12 |
| Draw Down(%) | NA | 7.28 | 12.78 | 25.24 | 31.64 | NA | NA | … | … | 7.28 | 12.78 | 5.45 | 9.62 | 22.17 | 4.87 | 31.64 | 5.16 | 16.32 | 1.68 | 10.06 | 11.15 | 8.54 | 6.63 | 10.59 | 20.16 | 12.92 | 24.15 | 51.01 | 10.59 | 12.67 | 4.84 |
| Yield(%) | 0.00 | 7.81 | 6.36 | 4.53 | 5.78 | 5.95 | 5.34 | … | … | 0.00 | 8.24 | 5.75 | 3.94 | 2.11 | 5.45 | 1.46 | 6.93 | 5.24 | 4.08 | 7.14 | 3.54 | 1.94 | 1.68 | 1.53 | 1.89 | 1.77 | 2.68 | 2.26 | 6.18 | 1.37 | 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 |
|---|---|---|---|---|
| MLFJX (MFS LIFETIME 2040 FUND R4) |
-15.38%
Feb 2006 – Feb 2009 |
-1.35%
May 2007 – May 2012 |
4.57%
Jan 2006 – Jan 2016 |
5.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFJX (MFS LIFETIME 2040 FUND R4) |
25.46%
Feb 2009 – Feb 2012 |
21.67%
Feb 2009 – Feb 2014 |
13.97%
Feb 2009 – Feb 2019 |
11.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart