Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MLTJX (MFS LIFETIME 2030 FUND R4) | 6.80% | 9.94% | 6.76% | 4.65% | 6.05% | 7.68% | NA | 6.39% |
Data as of 07/25/2025, AR inception is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTJX (MFS LIFETIME 2030 FUND R4) | 09/29/2005 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 9.94 | 6.76 | 4.65 | 6.05 | 7.68 | NA | 6.39 | 6.80 | 0.19 | 11.12 | -16.87 | 7.84 | 9.60 | 22.03 | -5.74 | 17.19 | 8.88 | -0.41 | 4.06 | 21.46 | 16.45 | -2.70 | 17.64 | 33.21 | -38.43 | 9.83 | 13.10 | 2.40 |
| Sharpe Ratio | NA | 0.96 | 0.39 | 0.29 | 0.42 | NA | NA | 0.33 | 1.20 | -0.66 | 0.93 | -1.35 | 0.91 | 0.46 | 2.93 | -0.73 | 3.55 | 0.84 | -0.04 | 0.48 | 2.41 | 1.49 | -0.13 | 1.10 | 1.36 | -1.05 | 0.45 | 0.83 | 0.65 |
| Standard Deviation(%) | NA | 7.08 | 8.61 | 9.21 | 10.68 | NA | NA | 15.14 | 7.87 | 9.74 | 7.41 | 13.61 | 8.58 | 20.17 | 7.05 | 9.73 | 4.69 | 10.35 | 10.89 | 8.47 | 8.90 | 11.08 | 20.48 | 15.98 | 24.34 | 37.44 | 15.22 | 11.85 | 11.12 |
| Draw Down(%) | NA | 6.37 | 11.63 | 22.81 | 25.20 | NA | NA | 52.98 | 6.37 | 10.01 | 7.05 | 18.98 | 4.72 | 25.20 | 3.41 | 12.78 | 1.52 | 8.48 | 10.15 | 7.34 | 6.42 | 9.43 | 18.30 | 12.22 | 23.17 | 49.03 | 10.18 | 12.49 | 4.84 |
| Yield(%) | 0.00 | 7.76 | 4.45 | 3.93 | 4.76 | 5.66 | 4.64 | 4.88 | 0.00 | 8.21 | 2.88 | 2.26 | 4.47 | 1.90 | 6.32 | 5.07 | 4.27 | 7.35 | 3.19 | 1.92 | 1.87 | 1.77 | 2.22 | 1.94 | 2.80 | 2.59 | 6.01 | 1.36 | 0.00 |
Data as of 07/25/2025, AR inception is 09/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTJX (MFS LIFETIME 2030 FUND R4) |
-14.34%
Feb 2006 - Feb 2009 |
-0.75%
May 2007 - May 2012 |
4.55%
Jan 2006 - Jan 2016 |
4.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTJX (MFS LIFETIME 2030 FUND R4) |
24.72%
Feb 2009 - Feb 2012 |
20.67%
Feb 2009 - Feb 2014 |
13.09%
Feb 2009 - Feb 2019 |
10.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart