Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMUX (MFS LIFETIME 2045 FUND R4) | 8.55% | 17.73% | 15.45% | 8.17% | 11.03% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMUX (MFS LIFETIME 2045 FUND R4) | 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 (%) | -0.88 | 17.73 | 15.45 | 8.17 | 11.03 | NA | NA | … | … | 8.55 | 8.57 | 12.86 | 16.63 | -15.53 | 20.28 | 13.24 | 26.76 | -7.90 | 21.17 | 9.12 | 0.09 | 3.97 | 24.62 | 1.81 |
| Sharpe Ratio | NA | 1.48 | 1.07 | 0.41 | 0.61 | NA | NA | … | … | 1.30 | 0.38 | 0.93 | 1.17 | -0.86 | 1.80 | 0.45 | 2.54 | -0.71 | 3.48 | 0.71 | 0.00 | 0.41 | 2.45 | 1.20 |
| Standard Deviation(%) | NA | 10.05 | 11.49 | 13.51 | 14.82 | NA | NA | … | … | 11.86 | 15.18 | 9.98 | 11.17 | 19.69 | 11.28 | 28.97 | 9.97 | 13.06 | 5.92 | 12.58 | 12.46 | 9.64 | 10.02 | 10.49 |
| Draw Down(%) | NA | 7.81 | 13.69 | 22.89 | 32.82 | NA | NA | … | … | 7.81 | 13.69 | 5.96 | 10.08 | 22.70 | 5.18 | 32.82 | 5.50 | 16.95 | 1.72 | 10.05 | 11.09 | 8.50 | 6.61 | 3.90 |
| Yield(%) | 0.00 | 7.71 | 6.09 | 5.67 | 6.63 | 6.20 | 4.65 | … | … | 0.00 | 8.23 | 5.41 | 3.58 | 5.10 | 9.21 | 2.61 | 4.82 | 3.60 | 3.71 | 3.86 | 3.08 | 2.41 | 1.71 | 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 |
|---|---|---|---|---|
| LTMUX (MFS LIFETIME 2045 FUND R4) |
1.85%
Mar 2017 – Mar 2020 |
3.37%
Mar 2015 – Mar 2020 |
7.01%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMUX (MFS LIFETIME 2045 FUND R4) |
19.97%
Dec 2018 – Dec 2021 |
14.29%
Oct 2016 – Oct 2021 |
11.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart