LFIIX vs. MEIIX
Compare and contrast key facts about MFS Lifetime 2055 Fund (LFIIX) and MFS Value Fund Class I (MEIIX).
LFIIX is managed by MFS. It was launched on Nov 1, 2012. MEIIX is managed by MFS. It was launched on Feb 1, 1996.
Performance
LFIIX vs. MEIIX - Performance Comparison
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LFIIX vs. MEIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LFIIX MFS Lifetime 2055 Fund | -2.66% | 16.32% | 13.17% | 16.86% | -15.66% | 20.39% | 13.28% | 26.76% | -7.89% | 21.19% |
MEIIX MFS Value Fund Class I | -0.56% | 13.26% | 11.86% | 8.21% | -6.02% | 25.43% | 3.99% | 30.04% | -9.90% | 17.20% |
Returns By Period
In the year-to-date period, LFIIX achieves a -2.66% return, which is significantly lower than MEIIX's -0.56% return. Both investments have delivered pretty close results over the past 10 years, with LFIIX having a 10.09% annualized return and MEIIX not far behind at 9.72%.
LFIIX
- 1D
- -0.24%
- 1M
- -7.99%
- YTD
- -2.66%
- 6M
- -1.00%
- 1Y
- 13.33%
- 3Y*
- 12.62%
- 5Y*
- 7.60%
- 10Y*
- 10.09%
MEIIX
- 1D
- 0.22%
- 1M
- -6.34%
- YTD
- -0.56%
- 6M
- 1.67%
- 1Y
- 8.35%
- 3Y*
- 11.42%
- 5Y*
- 8.14%
- 10Y*
- 9.72%
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LFIIX vs. MEIIX - Expense Ratio Comparison
LFIIX has a 0.00% expense ratio, which is lower than MEIIX's 0.55% expense ratio.
Return for Risk
LFIIX vs. MEIIX — Risk / Return Rank
LFIIX
MEIIX
LFIIX vs. MEIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2055 Fund (LFIIX) and MFS Value Fund Class I (MEIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LFIIX | MEIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.65 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.38 | 0.97 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.77 | +0.31 |
Martin ratioReturn relative to average drawdown | 5.05 | 3.43 | +1.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LFIIX | MEIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.65 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.59 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.59 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.56 | +0.12 |
Correlation
The correlation between LFIIX and MEIIX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LFIIX vs. MEIIX - Dividend Comparison
LFIIX's dividend yield for the trailing twelve months is around 7.02%, less than MEIIX's 9.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LFIIX MFS Lifetime 2055 Fund | 7.02% | 6.84% | 4.56% | 3.56% | 6.36% | 8.07% | 2.32% | 3.79% | 3.50% | 2.69% | 2.70% | 1.33% |
MEIIX MFS Value Fund Class I | 9.77% | 9.52% | 9.30% | 8.41% | 7.58% | 3.32% | 2.63% | 3.17% | 3.62% | 4.04% | 2.91% | 5.97% |
Drawdowns
LFIIX vs. MEIIX - Drawdown Comparison
The maximum LFIIX drawdown since its inception was -32.79%, smaller than the maximum MEIIX drawdown of -52.64%. Use the drawdown chart below to compare losses from any high point for LFIIX and MEIIX.
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Drawdown Indicators
| LFIIX | MEIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.79% | -52.64% | +19.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -11.10% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -23.17% | -17.58% | -5.59% |
Max Drawdown (10Y)Largest decline over 10 years | -32.79% | -36.70% | +3.91% |
Current DrawdownCurrent decline from peak | -8.35% | -6.55% | -1.80% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -6.58% | +2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.51% | -0.15% |
Volatility
LFIIX vs. MEIIX - Volatility Comparison
MFS Lifetime 2055 Fund (LFIIX) has a higher volatility of 4.06% compared to MFS Value Fund Class I (MEIIX) at 3.11%. This indicates that LFIIX's price experiences larger fluctuations and is considered to be riskier than MEIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LFIIX | MEIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 3.11% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 7.68% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.22% | 14.78% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 13.90% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 16.55% | -1.64% |