Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTGX (MFS LIFETIME 2030 FUND R2) | 4.28% | 10.83% | 9.90% | 2.74% | 6.26% | 6.54% | 5.77% | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTGX (MFS LIFETIME 2030 FUND R2) | 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 | 10.83 | 9.90 | 2.74 | 6.26 | 6.54 | 5.77 | … | … | 4.28 | 10.21 | 7.86 | 11.89 | -17.32 | 7.22 | 9.01 | 21.35 | -6.15 | 16.57 | 8.37 | -0.91 | 3.52 | 20.99 | 15.86 | -3.29 | 17.08 | 32.66 | -38.75 | 9.21 | 12.42 | 1.29 |
| Sharpe Ratio | NA | 1.67 | 1.07 | 0.03 | 0.46 | NA | NA | … | … | 1.28 | 1.10 | 0.71 | 1.13 | -1.38 | 0.83 | 0.43 | 2.83 | -0.77 | 3.42 | 0.78 | -0.09 | 0.41 | 2.34 | 1.44 | -0.16 | 1.07 | 1.34 | -1.06 | 0.40 | 0.76 | 0.23 |
| Standard Deviation(%) | NA | 5.26 | 6.52 | 8.76 | 10.18 | NA | NA | … | … | 6.34 | 6.68 | 5.93 | 7.37 | 13.65 | 8.64 | 20.15 | 7.01 | 9.83 | 4.67 | 10.44 | 10.85 | 8.50 | 8.97 | 11.06 | 20.55 | 15.92 | 24.29 | 37.45 | 15.21 | 11.87 | 11.00 |
| Draw Down(%) | NA | 4.58 | 7.25 | 23.20 | 25.22 | NA | NA | … | … | 4.58 | 6.49 | 3.19 | 7.25 | 19.30 | 4.84 | 25.22 | 3.46 | 13.16 | 1.47 | 8.58 | 10.28 | 7.51 | 6.42 | 9.53 | 18.50 | 12.24 | 23.09 | 49.20 | 10.18 | 12.52 | 4.94 |
| Yield(%) | 0.00 | 8.48 | 6.91 | 4.47 | 5.14 | 5.08 | 4.60 | … | … | 0.00 | 8.80 | 7.81 | 3.75 | 1.82 | 4.02 | 1.31 | 5.72 | 4.63 | 3.86 | 6.96 | 2.72 | 1.42 | 1.38 | 1.25 | 1.76 | 1.49 | 2.32 | 2.30 | 5.63 | 1.17 | 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 |
|---|---|---|---|---|
| MLTGX (MFS LIFETIME 2030 FUND R2) |
-14.80%
Feb 2006 – Feb 2009 |
-1.24%
May 2007 – May 2012 |
4.03%
Jan 2006 – Jan 2016 |
3.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTGX (MFS LIFETIME 2030 FUND R2) |
24.15%
Feb 2009 – Feb 2012 |
20.09%
Feb 2009 – Feb 2014 |
12.54%
Feb 2009 – Feb 2019 |
9.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart