Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFERX (MFS LIFETIME 2035 FUND R1) | 5.28% | 12.18% | 11.43% | 5.34% | 8.52% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFERX (MFS LIFETIME 2035 FUND R1) | 11/05/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 12.18 | 11.43 | 5.34 | 8.52 | NA | NA | … | … | 5.28 | 5.53 | 9.49 | 13.70 | -15.71 | 16.03 | 11.56 | 23.91 | -7.96 | 18.20 | 8.08 | -1.16 | 2.97 | 22.36 | 1.61 |
| Sharpe Ratio | NA | 1.50 | 1.00 | 0.28 | 0.54 | NA | NA | … | … | 1.37 | 0.23 | 0.76 | 1.10 | -1.03 | 1.67 | 0.44 | 2.52 | -0.80 | 3.30 | 0.68 | -0.10 | 0.33 | 2.31 | 1.10 |
| Standard Deviation(%) | NA | 7.26 | 8.74 | 10.88 | 12.67 | NA | NA | … | … | 8.48 | 11.84 | 7.74 | 9.21 | 16.62 | 9.61 | 25.61 | 8.90 | 11.71 | 5.35 | 11.60 | 11.65 | 9.09 | 9.65 | 10.10 |
| Draw Down(%) | NA | 5.93 | 10.06 | 22.04 | 30.37 | NA | NA | … | … | 5.93 | 9.91 | 4.00 | 8.86 | 21.70 | 4.50 | 30.37 | 4.80 | 16.03 | 1.65 | 9.43 | 10.93 | 8.26 | 6.67 | 3.80 |
| Yield(%) | 0.00 | 6.95 | 5.04 | 4.76 | 5.18 | 4.66 | 3.49 | … | … | 0.00 | 7.31 | 4.79 | 2.19 | 4.55 | 7.63 | 1.27 | 3.41 | 2.96 | 3.32 | 3.66 | 1.83 | 1.54 | 0.64 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFERX (MFS LIFETIME 2035 FUND R1) |
1.23%
Mar 2017 – Mar 2020 |
2.51%
Mar 2015 – Mar 2020 |
5.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFERX (MFS LIFETIME 2035 FUND R1) |
17.06%
Dec 2018 – Dec 2021 |
12.01%
Oct 2016 – Oct 2021 |
9.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart