Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLFKX (MFS LIFETIME 2040 FUND R6) | 8.63% | 18.60% | 15.67% | 8.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLFKX (MFS LIFETIME 2040 FUND R6) | 08/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 18.60 | 15.67 | 8.18 | NA | NA | NA | … | … | 8.63 | 7.79 | 12.50 | 16.47 | -15.18 | 19.07 | 13.27 | 26.35 | -7.45 | 20.89 | 0.94 |
| Sharpe Ratio | NA | 1.82 | 1.19 | 0.45 | NA | NA | NA | … | … | 1.76 | 0.35 | 0.95 | 1.23 | -0.90 | 1.81 | 0.47 | 2.62 | -0.71 | 3.53 | 0.27 |
| Standard Deviation(%) | NA | 9.14 | 10.74 | 12.67 | NA | NA | NA | … | … | 10.80 | 14.52 | 9.35 | 10.50 | 18.63 | 10.54 | 27.43 | 9.51 | 12.54 | 5.76 | 9.29 |
| Draw Down(%) | NA | 7.30 | 12.75 | 22.25 | NA | NA | NA | … | … | 7.30 | 12.75 | 5.41 | 9.57 | 22.06 | 4.87 | 31.60 | 5.16 | 16.26 | 1.70 | 4.69 |
| Yield(%) | 0.00 | 7.99 | 6.55 | 6.04 | 6.96 | 4.64 | 3.48 | … | … | 0.00 | 8.44 | 5.93 | 4.13 | 5.33 | 9.90 | 3.45 | 7.09 | 5.38 | 4.29 | 6.55 |
Data as of 06/04/2026, Common starting date is 08/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFKX (MFS LIFETIME 2040 FUND R6) |
2.30%
Mar 2017 – Mar 2020 |
5.30%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLFKX (MFS LIFETIME 2040 FUND R6) |
19.44%
Dec 2018 – Dec 2021 |
14.05%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart