Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTJX (MFS LIFETIME 2030 FUND R4) | 4.50% | 11.39% | 10.45% | 3.29% | 6.81% | 7.08% | 6.31% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTJX (MFS LIFETIME 2030 FUND R4) | 09/29/2005 | 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 | 11.39 | 10.45 | 3.29 | 6.81 | 7.08 | 6.31 | … | … | 4.50 | 10.79 | 8.32 | 12.54 | -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 | 1.81 | 1.17 | 0.10 | 0.52 | NA | NA | … | … | 1.39 | 1.20 | 0.80 | 1.22 | -1.35 | 0.91 | 0.46 | 2.92 | -0.73 | 3.54 | 0.84 | -0.04 | 0.48 | 2.41 | 1.49 | -0.13 | 1.10 | 1.36 | -1.05 | 0.44 | 0.82 | 0.63 |
| Standard Deviation(%) | NA | 5.21 | 6.46 | 8.72 | 10.16 | NA | NA | … | … | 6.28 | 6.60 | 5.90 | 7.36 | 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 | 4.48 | 7.05 | 22.81 | 25.20 | NA | NA | … | … | 4.48 | 6.37 | 3.19 | 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 | 8.80 | 7.32 | 4.85 | 5.64 | 5.70 | 5.21 | … | … | 0.00 | 9.15 | 8.21 | 4.26 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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 |
10.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart