Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLBX (MFS LIFETIME INCOME FUND B) | 0.79% | 6.15% | 6.45% | 1.44% | 3.43% | 3.42% | 4.03% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLBX (MFS LIFETIME INCOME FUND B) | 09/30/2005 | 06/03/2026 |
| 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 (%) | 0.08 | 6.15 | 6.45 | 1.44 | 3.43 | 3.42 | 4.03 | … | … | 0.79 | 8.12 | 5.18 | 8.58 | -13.91 | 2.95 | 8.02 | 12.69 | -3.36 | 7.16 | 4.42 | -1.31 | 2.73 | 4.76 | 8.12 | 2.77 | 8.90 | 22.39 | -12.65 | 5.44 | 5.44 | -0.20 |
| Sharpe Ratio | NA | 0.85 | 0.69 | -0.17 | 0.32 | NA | NA | … | … | 0.01 | 1.08 | 0.33 | 0.86 | -1.78 | 0.58 | 0.77 | 3.55 | -1.12 | 3.01 | 1.06 | -0.35 | 0.93 | 1.26 | 2.23 | 0.44 | 1.66 | 3.10 | -1.60 | 0.72 | 0.72 | -0.27 |
| Standard Deviation(%) | NA | 4.84 | 5.25 | 6.12 | 5.81 | NA | NA | … | … | 6.29 | 4.88 | 4.65 | 5.77 | 8.63 | 5.09 | 10.00 | 3.16 | 4.26 | 2.17 | 3.95 | 3.83 | 2.90 | 3.74 | 3.65 | 6.23 | 5.32 | 7.19 | 8.50 | 3.19 | 2.84 | 13.01 |
| Draw Down(%) | NA | 3.78 | 5.75 | 18.51 | 18.51 | NA | NA | … | … | 3.78 | 4.47 | 2.75 | 5.75 | 16.05 | 4.48 | 14.89 | 1.05 | 6.20 | 1.02 | 2.52 | 4.61 | 2.45 | 4.33 | 2.78 | 5.21 | 3.82 | 5.87 | 17.36 | 1.78 | 1.74 | 5.00 |
| Yield(%) | 0.00 | 4.70 | 4.82 | 3.26 | 3.21 | 2.94 | 3.30 | … | … | 0.55 | 5.13 | 5.74 | 3.45 | 1.40 | 2.56 | 1.35 | 3.09 | 2.95 | 2.68 | 3.40 | 1.58 | 1.89 | 1.55 | 1.77 | 2.76 | 2.09 | 3.33 | 3.37 | 4.58 | 3.32 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MLLBX (MFS LIFETIME INCOME FUND B) |
-2.44%
Oct 2020 – Oct 2023 |
0.77%
Sep 2017 – Sep 2022 |
1.75%
Oct 2013 – Oct 2023 |
3.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLBX (MFS LIFETIME INCOME FUND B) |
13.57%
Feb 2009 – Feb 2012 |
10.14%
Feb 2009 – Feb 2014 |
6.24%
Feb 2009 – Feb 2019 |
4.99%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart