Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLGX (MFS LIFETIME INCOME FUND R2) | 1.19% | 6.52% | 7.04% | 1.89% | 3.95% | 3.96% | 4.53% | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLGX (MFS LIFETIME INCOME FUND R2) | 09/30/2005 | 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 (%) | 0.08 | 6.52 | 7.04 | 1.89 | 3.95 | 3.96 | 4.53 | … | … | 1.19 | 8.64 | 5.70 | 9.13 | -13.47 | 3.47 | 8.50 | 13.23 | -2.79 | 7.70 | 4.95 | -0.90 | 3.36 | 5.29 | 8.59 | 2.91 | 9.51 | 22.99 | -12.20 | 5.74 | 5.92 | -0.20 |
| Sharpe Ratio | NA | 0.96 | 0.78 | -0.09 | 0.41 | NA | NA | … | … | 0.07 | 1.15 | 0.44 | 0.95 | -1.74 | 0.67 | 0.82 | 3.68 | -0.97 | 3.12 | 1.20 | -0.24 | 1.12 | 1.40 | 2.33 | 0.46 | 1.76 | 3.20 | -1.53 | 0.78 | 0.87 | -0.14 |
| Standard Deviation(%) | NA | 4.83 | 5.29 | 6.14 | 5.85 | NA | NA | … | … | 6.27 | 5.01 | 4.67 | 5.80 | 8.59 | 5.12 | 10.08 | 3.20 | 4.33 | 2.27 | 3.94 | 3.80 | 2.99 | 3.76 | 3.69 | 6.31 | 5.35 | 7.15 | 8.56 | 3.32 | 2.90 | 24.83 |
| Draw Down(%) | NA | 3.86 | 5.63 | 18.13 | 18.13 | NA | NA | … | … | 3.86 | 4.43 | 2.83 | 5.63 | 15.73 | 4.44 | 14.85 | 1.05 | 5.85 | 1.06 | 2.47 | 4.33 | 2.41 | 4.21 | 2.65 | 5.08 | 3.77 | 5.66 | 17.15 | 1.83 | 1.81 | 8.90 |
| Yield(%) | 0.00 | 5.13 | 5.31 | 3.68 | 3.72 | 3.47 | 3.86 | … | … | 0.71 | 5.63 | 6.24 | 3.97 | 1.85 | 3.07 | 1.88 | 3.62 | 3.44 | 3.21 | 3.93 | 2.09 | 2.44 | 2.06 | 2.32 | 2.89 | 2.56 | 3.87 | 3.85 | 4.97 | 3.68 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MLLGX (MFS LIFETIME INCOME FUND R2) |
-1.97%
Oct 2020 – Oct 2023 |
1.26%
Sep 2017 – Sep 2022 |
2.25%
Oct 2013 – Oct 2023 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLGX (MFS LIFETIME INCOME FUND R2) |
13.97%
Feb 2009 – Feb 2012 |
10.62%
Feb 2009 – Feb 2014 |
6.74%
Feb 2009 – Feb 2019 |
5.48%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart