Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLCX (Mfs Lifetime Retirement Incme Fund Class) | 1.03% | 6.15% | 6.54% | 1.40% | 3.44% | 3.44% | 4.02% | … | … |
Data as of 06/05/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLCX (Mfs Lifetime Retirement Incme Fund Class) | 09/30/2005 | 06/05/2026 |
| 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 (%) | 0.00 | 6.15 | 6.54 | 1.40 | 3.44 | 3.44 | 4.02 | … | … | 1.03 | 8.13 | 5.09 | 8.58 | -13.84 | 2.96 | 7.94 | 12.69 | -3.28 | 7.16 | 4.42 | -1.40 | 2.81 | 4.76 | 8.03 | 2.36 | 9.01 | 22.28 | -12.65 | 5.35 | 5.54 | -0.20 |
| Sharpe Ratio | NA | 0.86 | 0.68 | -0.17 | 0.32 | NA | NA | … | … | 0.01 | 1.06 | 0.31 | 0.86 | -1.78 | 0.58 | 0.76 | 3.51 | -1.10 | 2.98 | 1.06 | -0.37 | 0.94 | 1.27 | 2.19 | 0.37 | 1.69 | 3.11 | -1.59 | 0.68 | 0.75 | -0.14 |
| Standard Deviation(%) | NA | 4.80 | 5.27 | 6.11 | 5.82 | NA | NA | … | … | 6.22 | 4.97 | 4.69 | 5.74 | 8.60 | 5.03 | 10.10 | 3.19 | 4.26 | 2.19 | 3.97 | 3.85 | 2.96 | 3.74 | 3.67 | 6.33 | 5.29 | 7.13 | 8.52 | 3.25 | 2.86 | 24.83 |
| Draw Down(%) | NA | 3.86 | 5.67 | 18.52 | 18.52 | NA | NA | … | … | 3.86 | 4.39 | 2.83 | 5.67 | 16.06 | 4.49 | 14.97 | 1.05 | 6.20 | 1.10 | 2.60 | 4.61 | 2.45 | 4.33 | 2.78 | 5.30 | 3.82 | 5.87 | 17.36 | 1.78 | 1.74 | 8.90 |
| Yield(%) | 0.00 | 4.69 | 4.82 | 3.25 | 3.21 | 2.92 | 3.28 | … | … | 0.55 | 5.14 | 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 | 2.35 | 2.09 | 3.33 | 3.37 | 4.59 | 3.32 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MLLCX (Mfs Lifetime Retirement Incme Fund Class) |
-2.47%
Oct 2020 – Oct 2023 |
0.77%
Sep 2017 – Sep 2022 |
1.74%
Oct 2013 – Oct 2023 |
3.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLCX (Mfs Lifetime Retirement Incme Fund Class) |
13.41%
Feb 2009 – Feb 2012 |
10.05%
Feb 2009 – Feb 2014 |
6.19%
Feb 2009 – Feb 2019 |
4.96%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart