Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTBX (MFS LIFETIME 2030 FUND B) | 3.79% | 10.33% | 9.25% | 2.31% | 5.76% | 5.93% | 5.24% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTBX (MFS LIFETIME 2030 FUND B) | 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 | 10.33 | 9.25 | 2.31 | 5.76 | 5.93 | 5.24 | … | … | 3.79 | 9.72 | 7.27 | 11.31 | -17.72 | 6.74 | 8.43 | 20.75 | -6.60 | 16.03 | 7.79 | -1.47 | 3.11 | 20.33 | 15.24 | -3.68 | 16.48 | 31.90 | -39.05 | 8.82 | 12.12 | 1.19 |
| Sharpe Ratio | NA | 1.59 | 0.99 | -0.02 | 0.41 | NA | NA | … | … | 1.20 | 1.04 | 0.62 | 1.06 | -1.41 | 0.78 | 0.40 | 2.74 | -0.82 | 3.29 | 0.73 | -0.14 | 0.36 | 2.26 | 1.38 | -0.18 | 1.03 | 1.31 | -1.06 | 0.37 | 0.74 | 0.19 |
| Standard Deviation(%) | NA | 5.21 | 6.46 | 8.72 | 10.15 | NA | NA | … | … | 6.26 | 6.61 | 5.93 | 7.28 | 13.64 | 8.60 | 20.11 | 7.05 | 9.73 | 4.70 | 10.40 | 10.86 | 8.49 | 8.97 | 11.08 | 20.53 | 15.95 | 24.24 | 37.50 | 15.29 | 11.86 | 10.96 |
| Draw Down(%) | NA | 4.54 | 7.34 | 23.57 | 25.23 | NA | NA | … | … | 4.54 | 6.46 | 3.25 | 7.34 | 19.62 | 4.91 | 25.23 | 3.54 | 13.63 | 1.54 | 8.60 | 10.40 | 7.61 | 6.52 | 9.64 | 18.63 | 12.36 | 23.19 | 49.36 | 10.21 | 12.54 | 4.94 |
| Yield(%) | 0.00 | 7.62 | 6.03 | 3.84 | 4.47 | 4.26 | 3.88 | … | … | 0.00 | 7.86 | 6.70 | 3.10 | 1.21 | 3.37 | 0.83 | 5.16 | 4.14 | 3.28 | 6.37 | 2.24 | 0.92 | 0.87 | 0.83 | 1.29 | 1.01 | 1.74 | 1.87 | 5.24 | 0.86 | 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 |
|---|---|---|---|---|
| MLTBX (MFS LIFETIME 2030 FUND B) |
-15.16%
Feb 2006 – Feb 2009 |
-1.71%
May 2007 – May 2012 |
3.53%
Jan 2006 – Jan 2016 |
3.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTBX (MFS LIFETIME 2030 FUND B) |
23.55%
Feb 2009 – Feb 2012 |
19.51%
Feb 2009 – Feb 2014 |
11.98%
Feb 2009 – Feb 2019 |
9.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart