Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTAX (MFS LIFETIME 2030 FUND A) | 4.11% | 11.17% | 10.06% | 3.08% | 6.56% | 6.73% | 6.02% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTAX (MFS LIFETIME 2030 FUND A) | 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 (%) | 0.18 | 11.17 | 10.06 | 3.08 | 6.56 | 6.73 | 6.02 | … | … | 4.11 | 10.49 | 8.14 | 12.18 | -17.10 | 7.52 | 9.33 | 21.73 | -5.96 | 16.92 | 8.60 | -0.72 | 3.84 | 21.30 | 16.03 | -2.93 | 17.32 | 33.00 | -38.69 | 9.57 | 12.84 | 1.29 |
| Sharpe Ratio | NA | 1.73 | 1.12 | 0.07 | 0.49 | NA | NA | … | … | 1.33 | 1.15 | 0.76 | 1.17 | -1.36 | 0.87 | 0.45 | 2.89 | -0.75 | 3.53 | 0.81 | -0.07 | 0.45 | 2.39 | 1.45 | -0.14 | 1.09 | 1.35 | -1.05 | 0.42 | 0.80 | 0.23 |
| Standard Deviation(%) | NA | 5.23 | 6.49 | 8.74 | 10.16 | NA | NA | … | … | 6.27 | 6.64 | 5.92 | 7.35 | 13.65 | 8.63 | 20.12 | 7.02 | 9.77 | 4.63 | 10.38 | 10.88 | 8.46 | 8.90 | 11.09 | 20.53 | 15.87 | 24.33 | 37.60 | 15.21 | 11.89 | 10.98 |
| Draw Down(%) | NA | 4.48 | 7.12 | 23.00 | 25.17 | NA | NA | … | … | 4.48 | 6.38 | 3.22 | 7.12 | 19.13 | 4.78 | 25.17 | 3.49 | 13.03 | 1.53 | 8.51 | 10.20 | 7.44 | 6.44 | 9.55 | 18.44 | 12.26 | 23.20 | 49.16 | 10.14 | 12.42 | 4.94 |
| Yield(%) | 0.00 | 8.72 | 7.17 | 4.72 | 5.45 | 5.38 | 4.93 | … | … | 0.00 | 9.02 | 8.03 | 4.11 | 2.06 | 4.30 | 1.70 | 6.09 | 4.85 | 4.09 | 7.13 | 2.96 | 1.68 | 1.65 | 1.53 | 2.00 | 1.72 | 2.55 | 2.32 | 5.74 | 1.29 | 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 |
|---|---|---|---|---|
| MLTAX (MFS LIFETIME 2030 FUND A) |
-14.58%
Feb 2006 – Feb 2009 |
-1.01%
May 2007 – May 2012 |
4.28%
Jan 2006 – Jan 2016 |
4.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTAX (MFS LIFETIME 2030 FUND A) |
24.43%
Feb 2009 – Feb 2012 |
20.38%
Feb 2009 – Feb 2014 |
12.82%
Feb 2009 – Feb 2019 |
9.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart