LTMKX vs. MFEIX
Compare and contrast key facts about MFS Lifetime 2045 Fund (LTMKX) and MFS Growth I (MFEIX).
LTMKX is managed by MFS. It was launched on Nov 1, 2012. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
LTMKX vs. MFEIX - Performance Comparison
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LTMKX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTMKX MFS Lifetime 2045 Fund | -2.60% | 15.70% | 12.91% | 16.64% | -15.59% | 20.23% | 13.27% | 26.84% | -7.93% | 21.21% |
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, LTMKX achieves a -2.60% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, LTMKX has underperformed MFEIX with an annualized return of 10.05%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
LTMKX
- 1D
- -0.25%
- 1M
- -7.55%
- YTD
- -2.60%
- 6M
- -0.99%
- 1Y
- 12.75%
- 3Y*
- 12.28%
- 5Y*
- 7.41%
- 10Y*
- 10.05%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
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LTMKX vs. MFEIX - Expense Ratio Comparison
LTMKX has a 0.00% expense ratio, which is lower than MFEIX's 0.60% expense ratio.
Return for Risk
LTMKX vs. MFEIX — Risk / Return Rank
LTMKX
MFEIX
LTMKX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2045 Fund (LTMKX) and MFS Growth I (MFEIX). 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.
| LTMKX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.30 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.40 | 0.59 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.08 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.22 | +0.89 |
Martin ratioReturn relative to average drawdown | 5.19 | 0.74 | +4.45 |
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
| LTMKX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.30 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.50 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.73 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.41 | +0.27 |
Correlation
The correlation between LTMKX and MFEIX is 0.85, 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
LTMKX vs. MFEIX - Dividend Comparison
LTMKX's dividend yield for the trailing twelve months is around 7.97%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTMKX MFS Lifetime 2045 Fund | 7.97% | 7.76% | 5.02% | 3.26% | 6.45% | 8.35% | 2.47% | 3.95% | 4.12% | 3.21% | 3.60% | 1.76% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
LTMKX vs. MFEIX - Drawdown Comparison
The maximum LTMKX drawdown since its inception was -32.78%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for LTMKX and MFEIX.
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Drawdown Indicators
| LTMKX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -72.24% | +39.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -17.30% | +6.89% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -36.11% | +13.20% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -36.11% | +3.33% |
Current DrawdownCurrent decline from peak | -7.84% | -17.30% | +9.46% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -23.85% | +19.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 5.06% | -2.85% |
Volatility
LTMKX vs. MFEIX - Volatility Comparison
The current volatility for MFS Lifetime 2045 Fund (LTMKX) is 3.73%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that LTMKX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTMKX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 5.58% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 12.05% | -4.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.38% | 21.56% | -8.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 21.87% | -8.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.69% | 21.16% | -6.47% |