LTTIX vs. MFEIX
Compare and contrast key facts about MFS Lifetime 2025 Fund (LTTIX) and MFS Growth I (MFEIX).
LTTIX is managed by MFS. It was launched on Nov 1, 2012. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
LTTIX vs. MFEIX - Performance Comparison
Loading graphics...
LTTIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | -0.84% | 9.29% | 6.73% | 10.36% | -12.36% | 8.61% | 10.61% | 17.82% | -3.97% | 13.16% |
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, LTTIX achieves a -0.84% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, LTTIX has underperformed MFEIX with an annualized return of 6.13%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
LTTIX
- 1D
- 0.15%
- 1M
- -3.42%
- YTD
- -0.84%
- 6M
- 0.39%
- 1Y
- 6.73%
- 3Y*
- 7.20%
- 5Y*
- 3.76%
- 10Y*
- 6.13%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LTTIX vs. MFEIX - Expense Ratio Comparison
LTTIX has a 0.00% expense ratio, which is lower than MFEIX's 0.60% expense ratio.
Return for Risk
LTTIX vs. MFEIX — Risk / Return Rank
LTTIX
MFEIX
LTTIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2025 Fund (LTTIX) 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.
| LTTIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.30 | +1.08 |
Sortino ratioReturn per unit of downside risk | 1.92 | 0.59 | +1.33 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.08 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.22 | +1.48 |
Martin ratioReturn relative to average drawdown | 6.99 | 0.74 | +6.25 |
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
| LTTIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.30 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.50 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.73 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.41 | +0.42 |
Correlation
The correlation between LTTIX and MFEIX is 0.80, 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
LTTIX vs. MFEIX - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 8.20%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | 8.20% | 8.13% | 7.07% | 3.30% | 5.88% | 7.35% | 2.83% | 3.68% | 4.32% | 3.51% | 4.03% | 1.82% |
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
LTTIX vs. MFEIX - Drawdown Comparison
The maximum LTTIX drawdown since its inception was -19.33%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for LTTIX and MFEIX.
Loading graphics...
Drawdown Indicators
| LTTIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -72.24% | +52.91% |
Max Drawdown (1Y)Largest decline over 1 year | -4.02% | -17.30% | +13.28% |
Max Drawdown (5Y)Largest decline over 5 years | -16.92% | -36.11% | +19.19% |
Max Drawdown (10Y)Largest decline over 10 years | -19.33% | -36.11% | +16.78% |
Current DrawdownCurrent decline from peak | -3.49% | -17.30% | +13.81% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -23.85% | +21.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 5.06% | -4.09% |
Volatility
LTTIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 1.75%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that LTTIX 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.
Loading graphics...
Volatility by Period
| LTTIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.75% | 5.58% | -3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 12.05% | -9.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.08% | 21.56% | -16.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.36% | 21.87% | -15.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 21.16% | -13.91% |