LTMKX vs. MIGFX
Compare and contrast key facts about MFS Lifetime 2045 Fund (LTMKX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
LTMKX is managed by MFS. It was launched on Nov 1, 2012. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Performance
LTMKX vs. MIGFX - Performance Comparison
Loading graphics...
LTMKX vs. MIGFX - 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% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | -11.94% | 9.97% | 27.25% | 24.13% | -19.20% | 26.06% | 22.55% | 39.89% | 0.81% | 28.68% |
Returns By Period
In the year-to-date period, LTMKX achieves a -2.60% return, which is significantly higher than MIGFX's -11.94% return. Over the past 10 years, LTMKX has underperformed MIGFX with an annualized return of 10.05%, while MIGFX has yielded a comparatively higher 13.37% 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%
MIGFX
- 1D
- -0.22%
- 1M
- -9.05%
- YTD
- -11.94%
- 6M
- -10.77%
- 1Y
- 2.07%
- 3Y*
- 12.38%
- 5Y*
- 8.52%
- 10Y*
- 13.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LTMKX vs. MIGFX - Expense Ratio Comparison
LTMKX has a 0.00% expense ratio, which is lower than MIGFX's 0.70% expense ratio.
Return for Risk
LTMKX vs. MIGFX — Risk / Return Rank
LTMKX
MIGFX
LTMKX vs. MIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2045 Fund (LTMKX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). 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 | MIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.14 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.40 | 0.33 | +1.07 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.05 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.04 | +1.06 |
Martin ratioReturn relative to average drawdown | 5.19 | 0.14 | +5.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LTMKX | MIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.14 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.49 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.74 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.38 | +0.30 |
Correlation
The correlation between LTMKX and MIGFX is 0.91, 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. MIGFX - Dividend Comparison
LTMKX's dividend yield for the trailing twelve months is around 7.97%, less than MIGFX's 12.93% 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% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 12.93% | 11.39% | 17.15% | 4.11% | 4.49% | 10.47% | 7.43% | 7.39% | 10.76% | 6.87% | 5.12% | 6.51% |
Drawdowns
LTMKX vs. MIGFX - Drawdown Comparison
The maximum LTMKX drawdown since its inception was -32.78%, smaller than the maximum MIGFX drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for LTMKX and MIGFX.
Loading graphics...
Drawdown Indicators
| LTMKX | MIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -61.83% | +29.05% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -13.77% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -26.67% | +3.76% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -32.42% | -0.36% |
Current DrawdownCurrent decline from peak | -7.84% | -13.77% | +5.93% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -19.00% | +15.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 3.77% | -1.56% |
Volatility
LTMKX vs. MIGFX - Volatility Comparison
The current volatility for MFS Lifetime 2045 Fund (LTMKX) is 3.73%, while MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a volatility of 4.36%. This indicates that LTMKX experiences smaller price fluctuations and is considered to be less risky than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LTMKX | MIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 4.36% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 9.37% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.38% | 17.64% | -4.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 17.45% | -4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.69% | 18.16% | -3.47% |