Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLLHX (MFS LIFETIME INCOME FUND R3) | 1.05% | 6.89% | 7.25% | 2.21% | 4.21% | 4.18% | 4.78% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLLHX (MFS LIFETIME INCOME FUND R3) | 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 | 6.89 | 7.25 | 2.21 | 4.21 | 4.18 | 4.78 | … | … | 1.05 | 8.96 | 5.99 | 9.38 | -13.25 | 3.74 | 8.86 | 13.52 | -2.61 | 7.98 | 5.20 | -0.69 | 3.62 | 5.58 | 8.92 | 3.13 | 9.74 | 23.33 | -12.08 | 6.15 | 6.07 | -0.20 |
| Sharpe Ratio | NA | 1.01 | 0.84 | -0.05 | 0.46 | NA | NA | … | … | 0.11 | 1.23 | 0.50 | 1.00 | -1.71 | 0.72 | 0.86 | 3.77 | -0.93 | 3.32 | 1.25 | -0.19 | 1.24 | 1.48 | 2.43 | 0.49 | 1.85 | 3.25 | -1.55 | 0.91 | 0.94 | -0.14 |
| Standard Deviation(%) | NA | 4.86 | 5.29 | 6.15 | 5.83 | NA | NA | … | … | 6.29 | 4.95 | 4.71 | 5.80 | 8.62 | 5.13 | 9.98 | 3.20 | 4.31 | 2.21 | 3.98 | 3.86 | 2.91 | 3.74 | 3.67 | 6.29 | 5.22 | 7.15 | 8.39 | 3.31 | 2.84 | 24.83 |
| Draw Down(%) | NA | 3.78 | 5.56 | 18.00 | 18.00 | NA | NA | … | … | 3.78 | 4.41 | 2.75 | 5.56 | 15.64 | 4.42 | 14.83 | 1.05 | 5.62 | 0.99 | 2.47 | 4.34 | 2.39 | 4.27 | 2.72 | 5.03 | 3.75 | 5.73 | 16.97 | 1.82 | 1.69 | 8.90 |
| Yield(%) | 0.00 | 5.42 | 5.59 | 3.93 | 3.99 | 3.73 | 4.16 | … | … | 0.80 | 5.93 | 6.52 | 4.20 | 2.09 | 3.34 | 2.14 | 3.89 | 3.71 | 3.47 | 4.18 | 2.29 | 2.70 | 2.34 | 2.54 | 3.11 | 2.77 | 4.15 | 4.08 | 5.26 | 3.92 | 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 |
|---|---|---|---|---|
| MLLHX (MFS LIFETIME INCOME FUND R3) |
-1.70%
Oct 2020 – Oct 2023 |
1.54%
Sep 2017 – Sep 2022 |
2.52%
Oct 2013 – Oct 2023 |
3.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLLHX (MFS LIFETIME INCOME FUND R3) |
14.23%
Feb 2009 – Feb 2012 |
10.86%
Feb 2009 – Feb 2014 |
6.99%
Feb 2009 – Feb 2019 |
5.74%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart