Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLTKX (MFS LIFETIME 2030 FUND R6) | 4.58% | 11.55% | 10.60% | 5.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLTKX (MFS LIFETIME 2030 FUND R6) | 08/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 11.55 | 10.60 | 5.11 | NA | NA | NA | … | … | 4.58 | 2.10 | 8.49 | 12.61 | -13.70 | 12.97 | 12.00 | 22.10 | -5.55 | 17.33 | 0.48 |
| Sharpe Ratio | NA | 1.82 | 1.18 | 0.32 | NA | NA | NA | … | … | 1.39 | -0.07 | 0.82 | 1.23 | -1.18 | 1.77 | 0.59 | 2.94 | -0.71 | 3.58 | 0.15 |
| Standard Deviation(%) | NA | 5.22 | 6.50 | 8.26 | NA | NA | NA | … | … | 6.29 | 11.03 | 5.90 | 7.34 | 12.89 | 7.31 | 19.99 | 7.02 | 9.80 | 4.67 | 7.85 |
| Draw Down(%) | NA | 4.50 | 7.05 | 19.14 | NA | NA | NA | … | … | 4.50 | 8.32 | 3.19 | 7.05 | 18.89 | 3.42 | 25.15 | 3.47 | 12.67 | 1.52 | 3.84 |
| Yield(%) | 0.00 | 9.00 | 7.51 | 6.45 | 6.81 | 4.54 | 3.40 | … | … | 0.00 | 9.36 | 8.38 | 4.45 | 5.38 | 9.42 | 4.29 | 6.47 | 5.20 | 4.48 | 6.73 |
Data as of 06/04/2026, Common starting date is 08/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTKX (MFS LIFETIME 2030 FUND R6) |
1.52%
Apr 2021 – Apr 2024 |
4.35%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLTKX (MFS LIFETIME 2030 FUND R6) |
15.60%
Dec 2018 – Dec 2021 |
11.53%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart