Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTIX (MFS LIFETIME 2030 FUND I) | 4.21% | 11.43% | 10.35% | 3.35% | 6.80% | 6.98% | 6.29% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTIX (MFS LIFETIME 2030 FUND I) | 09/29/2005 | 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 | 11.43 | 10.35 | 3.35 | 6.80 | 6.98 | 6.29 | … | … | 4.21 | 10.82 | 8.32 | 12.48 | -16.86 | 7.88 | 9.56 | 21.97 | -5.68 | 17.20 | 8.63 | -0.48 | 4.13 | 21.52 | 16.44 | -2.79 | 17.74 | 33.35 | -38.48 | 9.86 | 13.19 | 2.50 |
| Sharpe Ratio | NA | 1.79 | 1.16 | 0.10 | 0.52 | NA | NA | … | … | 1.37 | 1.20 | 0.80 | 1.21 | -1.35 | 0.92 | 0.46 | 2.90 | -0.73 | 3.61 | 0.81 | -0.05 | 0.49 | 2.40 | 1.50 | -0.14 | 1.11 | 1.37 | -1.05 | 0.44 | 0.83 | 0.67 |
| Standard Deviation(%) | NA | 5.25 | 6.49 | 8.71 | 10.16 | NA | NA | … | … | 6.29 | 6.66 | 5.90 | 7.33 | 13.58 | 8.57 | 20.16 | 7.06 | 9.76 | 4.60 | 10.38 | 10.86 | 8.46 | 8.95 | 11.01 | 20.54 | 15.95 | 24.36 | 37.42 | 15.23 | 11.87 | 11.13 |
| Draw Down(%) | NA | 4.51 | 7.07 | 22.80 | 25.17 | NA | NA | … | … | 4.51 | 6.40 | 3.20 | 7.07 | 18.98 | 4.77 | 25.17 | 3.41 | 12.80 | 1.52 | 8.47 | 10.07 | 7.33 | 6.41 | 9.50 | 18.29 | 12.21 | 23.03 | 49.04 | 10.17 | 12.49 | 4.84 |
| Yield(%) | 0.00 | 8.91 | 7.39 | 4.92 | 5.70 | 5.68 | 5.23 | … | … | 0.00 | 9.23 | 8.28 | 4.31 | 2.26 | 4.56 | 1.98 | 6.32 | 5.07 | 4.34 | 7.34 | 3.19 | 1.92 | 1.87 | 1.77 | 2.21 | 1.94 | 2.80 | 2.59 | 6.05 | 1.46 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTIX (MFS LIFETIME 2030 FUND I) |
-14.31%
Feb 2006 – Feb 2009 |
-0.71%
May 2007 – May 2012 |
4.57%
Jan 2006 – Jan 2016 |
4.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTIX (MFS LIFETIME 2030 FUND I) |
24.80%
Feb 2009 – Feb 2012 |
20.72%
Feb 2009 – Feb 2014 |
13.08%
Feb 2009 – Feb 2019 |
10.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart