Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTHX (MFS LIFETIME 2030 FUND R3) | 4.19% | 11.25% | 10.10% | 3.09% | 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 |
|---|---|---|
| MLTHX (MFS LIFETIME 2030 FUND R3) | 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 (%) | 0.24 | 11.25 | 10.10 | 3.09 | 6.56 | 6.73 | 6.02 | … | … | 4.19 | 10.49 | 8.07 | 12.20 | -17.10 | 7.53 | 9.29 | 21.71 | -6.01 | 16.98 | 8.61 | -0.73 | 3.84 | 21.26 | 16.06 | -2.94 | 17.35 | 32.90 | -38.59 | 9.45 | 12.75 | 1.29 |
| Sharpe Ratio | NA | 1.72 | 1.11 | 0.06 | 0.49 | NA | NA | … | … | 1.33 | 1.15 | 0.75 | 1.17 | -1.36 | 0.87 | 0.45 | 2.86 | -0.76 | 3.52 | 0.79 | -0.07 | 0.45 | 2.39 | 1.46 | -0.14 | 1.08 | 1.35 | -1.05 | 0.42 | 0.79 | 0.23 |
| Standard Deviation(%) | NA | 5.27 | 6.51 | 8.75 | 10.19 | NA | NA | … | … | 6.34 | 6.66 | 5.91 | 7.36 | 13.65 | 8.62 | 20.12 | 7.07 | 9.79 | 4.65 | 10.57 | 10.81 | 8.53 | 8.89 | 11.07 | 20.60 | 16.00 | 24.33 | 37.50 | 15.20 | 11.89 | 10.95 |
| Draw Down(%) | NA | 4.56 | 7.20 | 23.04 | 25.18 | NA | NA | … | … | 4.56 | 6.40 | 3.23 | 7.20 | 19.14 | 4.82 | 25.18 | 3.44 | 13.00 | 1.53 | 8.53 | 10.15 | 7.45 | 6.38 | 9.56 | 18.47 | 12.18 | 23.13 | 49.16 | 10.16 | 12.51 | 4.94 |
| Yield(%) | 0.00 | 8.72 | 7.17 | 4.72 | 5.46 | 5.38 | 4.93 | … | … | 0.00 | 9.01 | 8.03 | 4.10 | 2.07 | 4.29 | 1.71 | 6.10 | 4.88 | 4.12 | 7.14 | 2.96 | 1.68 | 1.67 | 1.53 | 1.99 | 1.71 | 2.55 | 2.40 | 5.70 | 1.30 | 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 |
|---|---|---|---|---|
| MLTHX (MFS LIFETIME 2030 FUND R3) |
-14.64%
Feb 2006 – Feb 2009 |
-1.00%
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 |
|---|---|---|---|---|
| MLTHX (MFS LIFETIME 2030 FUND R3) |
24.48%
Feb 2009 – Feb 2012 |
20.42%
Feb 2009 – Feb 2014 |
12.82%
Feb 2009 – Feb 2019 |
9.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart