Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTEX (MFS LIFETIME 2030 FUND R1) | 4.08% | 10.28% | 9.34% | 2.23% | 5.74% | 6.00% | 5.24% | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTEX (MFS LIFETIME 2030 FUND R1) | 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 (%) | 0.18 | 10.28 | 9.34 | 2.23 | 5.74 | 6.00 | 5.24 | … | … | 4.08 | 9.66 | 7.27 | 11.34 | -17.70 | 6.72 | 8.45 | 20.79 | -6.65 | 15.98 | 7.79 | -1.37 | 3.01 | 20.28 | 15.25 | -3.69 | 16.57 | 31.87 | -39.05 | 8.70 | 12.03 | 1.29 |
| Sharpe Ratio | NA | 1.57 | 0.99 | -0.02 | 0.41 | NA | NA | … | … | 1.20 | 1.02 | 0.62 | 1.05 | -1.41 | 0.78 | 0.41 | 2.72 | -0.83 | 3.33 | 0.73 | -0.13 | 0.35 | 2.27 | 1.38 | -0.18 | 1.03 | 1.31 | -1.06 | 0.37 | 0.73 | 0.23 |
| Standard Deviation(%) | NA | 5.25 | 6.50 | 8.74 | 10.17 | NA | NA | … | … | 6.34 | 6.66 | 5.90 | 7.36 | 13.61 | 8.59 | 20.16 | 7.11 | 9.75 | 4.63 | 10.43 | 10.89 | 8.51 | 8.93 | 11.10 | 20.51 | 15.98 | 24.24 | 37.52 | 15.26 | 11.86 | 10.81 |
| Draw Down(%) | NA | 4.58 | 7.37 | 23.55 | 25.26 | NA | NA | … | … | 4.58 | 6.48 | 3.24 | 7.37 | 19.59 | 4.92 | 25.26 | 3.47 | 13.58 | 1.54 | 8.64 | 10.45 | 7.61 | 6.51 | 9.63 | 18.71 | 12.37 | 23.19 | 49.40 | 10.22 | 12.62 | 4.94 |
| Yield(%) | 0.00 | 8.03 | 6.41 | 4.03 | 4.56 | 4.39 | 3.95 | … | … | 0.00 | 8.31 | 7.28 | 3.23 | 1.32 | 3.43 | 0.42 | 5.39 | 4.18 | 3.37 | 6.23 | 2.04 | 0.90 | 0.86 | 0.76 | 1.27 | 0.86 | 1.85 | 1.73 | 5.38 | 0.88 | 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 |
|---|---|---|---|---|
| MLTEX (MFS LIFETIME 2030 FUND R1) |
-15.21%
Feb 2006 – Feb 2009 |
-1.73%
May 2007 – May 2012 |
3.51%
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 |
|---|---|---|---|---|
| MLTEX (MFS LIFETIME 2030 FUND R1) |
23.53%
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