LFTHX vs. SWYOX
Compare and contrast key facts about MFS Lifetime 2065 Fund (LFTHX) and Schwab Target 2065 Index Fund (SWYOX).
LFTHX is managed by MFS. It was launched on Sep 2, 2021. SWYOX is managed by Schwab Funds. It was launched on Feb 24, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LFTHX or SWYOX.
Correlation
The correlation between LFTHX and SWYOX is 0.92, 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.
Performance
LFTHX vs. SWYOX - Performance Comparison
Key characteristics
LFTHX:
1.52
SWYOX:
1.70
LFTHX:
2.10
SWYOX:
2.24
LFTHX:
1.28
SWYOX:
1.34
LFTHX:
2.52
SWYOX:
2.71
LFTHX:
7.63
SWYOX:
10.10
LFTHX:
2.11%
SWYOX:
1.99%
LFTHX:
10.60%
SWYOX:
11.80%
LFTHX:
-23.47%
SWYOX:
-26.02%
LFTHX:
-1.09%
SWYOX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with LFTHX having a 4.63% return and SWYOX slightly higher at 4.85%.
LFTHX
4.63%
2.47%
4.55%
14.21%
N/A
N/A
SWYOX
4.85%
3.02%
6.66%
17.60%
N/A
N/A
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LFTHX vs. SWYOX - Expense Ratio Comparison
LFTHX has a 0.00% expense ratio, which is lower than SWYOX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LFTHX vs. SWYOX — Risk-Adjusted Performance Rank
LFTHX
SWYOX
LFTHX vs. SWYOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2065 Fund (LFTHX) and Schwab Target 2065 Index Fund (SWYOX). 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.
Dividends
LFTHX vs. SWYOX - Dividend Comparison
LFTHX's dividend yield for the trailing twelve months is around 2.29%, more than SWYOX's 1.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
LFTHX MFS Lifetime 2065 Fund | 2.29% | 2.40% | 1.57% | 2.45% | 4.23% |
SWYOX Schwab Target 2065 Index Fund | 1.67% | 1.76% | 1.82% | 1.80% | 1.24% |
Drawdowns
LFTHX vs. SWYOX - Drawdown Comparison
The maximum LFTHX drawdown since its inception was -23.47%, smaller than the maximum SWYOX drawdown of -26.02%. Use the drawdown chart below to compare losses from any high point for LFTHX and SWYOX. For additional features, visit the drawdowns tool.
Volatility
LFTHX vs. SWYOX - Volatility Comparison
The current volatility for MFS Lifetime 2065 Fund (LFTHX) is 2.64%, while Schwab Target 2065 Index Fund (SWYOX) has a volatility of 2.78%. This indicates that LFTHX experiences smaller price fluctuations and is considered to be less risky than SWYOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.