Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLEX (MFS LIFETIME INCOME FUND R1) | 0.87% | 6.22% | 6.47% | 1.46% | 3.44% | 3.41% | 4.02% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLEX (MFS LIFETIME INCOME FUND R1) | 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 | 6.22 | 6.47 | 1.46 | 3.44 | 3.41 | 4.02 | … | … | 0.87 | 8.12 | 5.18 | 8.56 | -13.82 | 2.88 | 8.02 | 12.76 | -3.35 | 7.14 | 4.41 | -1.31 | 2.81 | 4.76 | 8.02 | 2.35 | 9.00 | 22.39 | -12.66 | 5.41 | 5.31 | -0.20 |
| Sharpe Ratio | NA | 0.85 | 0.68 | -0.17 | 0.32 | NA | NA | … | … | 0.00 | 1.07 | 0.33 | 0.85 | -1.77 | 0.55 | 0.77 | 3.47 | -1.11 | 2.91 | 1.06 | -0.35 | 0.97 | 1.26 | 2.21 | 0.37 | 1.71 | 3.14 | -1.62 | 0.72 | 0.67 | -0.14 |
| Standard Deviation(%) | NA | 4.83 | 5.29 | 6.15 | 5.85 | NA | NA | … | … | 6.28 | 4.90 | 4.71 | 5.83 | 8.65 | 5.16 | 10.06 | 3.25 | 4.29 | 2.24 | 3.95 | 3.83 | 2.89 | 3.74 | 3.64 | 6.33 | 5.20 | 7.11 | 8.39 | 3.14 | 2.83 | 24.83 |
| Draw Down(%) | NA | 3.78 | 5.74 | 18.55 | 18.55 | NA | NA | … | … | 3.78 | 4.46 | 2.75 | 5.74 | 16.04 | 4.55 | 14.88 | 1.05 | 6.27 | 1.01 | 2.51 | 4.61 | 2.45 | 4.33 | 2.77 | 5.29 | 3.81 | 5.86 | 17.26 | 1.78 | 1.85 | 8.90 |
| Yield(%) | 0.00 | 4.69 | 4.82 | 3.26 | 3.21 | 2.91 | 3.28 | … | … | 0.55 | 5.13 | 5.74 | 3.45 | 1.40 | 2.56 | 1.37 | 3.09 | 2.95 | 2.67 | 3.40 | 1.58 | 1.89 | 1.55 | 1.77 | 2.35 | 2.08 | 3.33 | 3.36 | 4.55 | 3.20 | 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 |
|---|---|---|---|---|
| MLLEX (MFS LIFETIME INCOME FUND R1) |
-2.44%
Oct 2020 – Oct 2023 |
0.78%
Sep 2017 – Sep 2022 |
1.75%
Oct 2013 – Oct 2023 |
3.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLEX (MFS LIFETIME INCOME FUND R1) |
13.36%
Feb 2009 – Feb 2012 |
10.04%
Feb 2009 – Feb 2014 |
6.19%
Feb 2009 – Feb 2019 |
4.96%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart