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Sharpe ratio is not yet available for LTTIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares MFS Lifetime 2025 Fund's Sharpe Ratio with other mutual funds in the Target Retirement Date category across multiple time periods, showing how LTTIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 11, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PADLXPutnam Retirement Advantage Maturity Fund2.31
FRQHXFidelity Managed Retirement 2010 Fund Class K62.26
FRQKXFidelity Managed Retirement 2010 Fund Class K2.23
SSFNXState Street Target Retirement Fund2.22
TDIFXDimensional Retirement Income Fund2.19
FIRMXFidelity Managed Retirement Income Fund2.19
FIRSXFidelity Managed Retirement 2015 Fund2.19
FKRVXFidelity Managed Retirement 2020 Fund Class K2.19
FIRQXFidelity Managed Retirement 2010 Fund2.19
PDAHXPrudential Day One Income Fund2.16
LTTIXMFS Lifetime 2025 Fund

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows LTTIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when LTTIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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