Correlation
The correlation between LTTIX and TRRHX is 0.88, 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.
LTTIX vs. TRRHX
Compare and contrast key facts about MFS Lifetime 2025 Fund (LTTIX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
LTTIX is managed by MFS. It was launched on Nov 1, 2012. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTTIX or TRRHX.
Performance
LTTIX vs. TRRHX - Performance Comparison
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Key characteristics
LTTIX:
1.42
TRRHX:
0.74
LTTIX:
1.88
TRRHX:
0.96
LTTIX:
1.26
TRRHX:
1.14
LTTIX:
1.64
TRRHX:
0.27
LTTIX:
6.37
TRRHX:
2.36
LTTIX:
1.15%
TRRHX:
2.62%
LTTIX:
5.46%
TRRHX:
9.52%
LTTIX:
-19.33%
TRRHX:
-53.06%
LTTIX:
0.00%
TRRHX:
-15.47%
Returns By Period
In the year-to-date period, LTTIX achieves a 3.01% return, which is significantly lower than TRRHX's 3.56% return. Over the past 10 years, LTTIX has outperformed TRRHX with an annualized return of 5.40%, while TRRHX has yielded a comparatively lower 2.26% annualized return.
LTTIX
3.01%
1.44%
1.07%
7.22%
5.03%
5.48%
5.40%
TRRHX
3.56%
2.51%
-0.72%
6.38%
1.86%
2.13%
2.26%
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LTTIX vs. TRRHX - Expense Ratio Comparison
LTTIX has a 0.00% expense ratio, which is lower than TRRHX's 0.55% expense ratio.
Risk-Adjusted Performance
LTTIX vs. TRRHX — Risk-Adjusted Performance Rank
LTTIX
TRRHX
LTTIX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2025 Fund (LTTIX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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.
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Dividends
LTTIX vs. TRRHX - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 6.87%, more than TRRHX's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | 6.87% | 7.07% | 3.30% | 5.88% | 7.35% | 2.84% | 3.68% | 4.33% | 3.52% | 4.03% | 3.27% | 2.53% |
TRRHX T. Rowe Price Retirement 2025 Fund | 3.99% | 4.13% | 6.59% | 12.69% | 10.87% | 5.21% | 4.95% | 7.52% | 3.70% | 3.74% | 4.85% | 3.63% |
Drawdowns
LTTIX vs. TRRHX - Drawdown Comparison
The maximum LTTIX drawdown since its inception was -19.33%, smaller than the maximum TRRHX drawdown of -53.06%. Use the drawdown chart below to compare losses from any high point for LTTIX and TRRHX.
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Volatility
LTTIX vs. TRRHX - Volatility Comparison
The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 1.31%, while T. Rowe Price Retirement 2025 Fund (TRRHX) has a volatility of 2.10%. This indicates that LTTIX experiences smaller price fluctuations and is considered to be less risky than TRRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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