Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTCX (MFS LIFETIME 2030 FUND C) | 3.81% | 10.35% | 9.26% | 2.30% | 5.75% | 5.92% | 5.24% | … | … |
Data as of 06/03/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTCX (MFS LIFETIME 2030 FUND C) | 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 (%) | 0.19 | 10.35 | 9.26 | 2.30 | 5.75 | 5.92 | 5.24 | … | … | 3.81 | 9.71 | 7.23 | 11.35 | -17.77 | 6.71 | 8.44 | 20.79 | -6.66 | 16.07 | 7.78 | -1.47 | 3.10 | 20.31 | 15.23 | -3.71 | 16.47 | 32.05 | -39.07 | 8.80 | 12.05 | 1.29 |
| Sharpe Ratio | NA | 1.55 | 0.98 | -0.03 | 0.41 | NA | NA | … | … | 1.17 | 1.03 | 0.61 | 1.06 | -1.42 | 0.78 | 0.40 | 2.72 | -0.83 | 3.31 | 0.73 | -0.14 | 0.36 | 2.26 | 1.38 | -0.18 | 1.03 | 1.31 | -1.06 | 0.37 | 0.73 | 0.23 |
| Standard Deviation(%) | NA | 5.27 | 6.53 | 8.73 | 10.17 | NA | NA | … | … | 6.35 | 6.68 | 5.95 | 7.33 | 13.58 | 8.62 | 20.15 | 7.09 | 9.78 | 4.67 | 10.36 | 10.85 | 8.47 | 8.96 | 11.06 | 20.47 | 15.85 | 24.39 | 37.48 | 15.29 | 11.81 | 10.99 |
| Draw Down(%) | NA | 4.58 | 7.34 | 23.60 | 25.28 | NA | NA | … | … | 4.58 | 6.57 | 3.28 | 7.34 | 19.67 | 4.96 | 25.28 | 3.50 | 13.59 | 1.48 | 8.57 | 10.45 | 7.58 | 6.47 | 9.59 | 18.68 | 12.28 | 23.09 | 49.36 | 10.19 | 12.62 | 4.94 |
| Yield(%) | 0.00 | 8.02 | 6.42 | 4.06 | 4.61 | 4.39 | 3.99 | … | … | 0.00 | 8.28 | 7.31 | 3.28 | 1.26 | 3.50 | 0.79 | 5.24 | 4.15 | 3.32 | 6.43 | 2.26 | 0.97 | 0.96 | 0.77 | 1.36 | 1.20 | 1.84 | 2.04 | 5.32 | 0.61 | 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 |
|---|---|---|---|---|
| MLTCX (MFS LIFETIME 2030 FUND C) |
-15.15%
Feb 2006 – Feb 2009 |
-1.72%
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 |
|---|---|---|---|---|
| MLTCX (MFS LIFETIME 2030 FUND C) |
23.50%
Feb 2009 – Feb 2012 |
19.48%
Feb 2009 – Feb 2014 |
11.96%
Feb 2009 – Feb 2019 |
9.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart