MLFIX vs. MFEIX
Compare and contrast key facts about MFS Lifetime 2040 Fund (MLFIX) and MFS Growth I (MFEIX).
MLFIX is managed by MFS. It was launched on Sep 28, 2005. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MLFIX vs. MFEIX - Performance Comparison
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MLFIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLFIX MFS Lifetime 2040 Fund | -0.48% | 15.08% | 12.35% | 16.29% | -15.32% | 18.94% | 13.13% | 26.08% | -7.51% | 20.79% |
MFEIX MFS Growth I | -10.32% | 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, MLFIX achieves a -0.48% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, MLFIX has underperformed MFEIX with an annualized return of 9.94%, while MFEIX has yielded a comparatively higher 15.88% annualized return.
MLFIX
- 1D
- 2.08%
- 1M
- -4.80%
- YTD
- -0.48%
- 6M
- 0.96%
- 1Y
- 14.12%
- 3Y*
- 12.62%
- 5Y*
- 7.28%
- 10Y*
- 9.94%
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
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MLFIX vs. MFEIX - Expense Ratio Comparison
MLFIX has a 0.00% expense ratio, which is lower than MFEIX's 0.60% expense ratio.
Return for Risk
MLFIX vs. MFEIX — Risk / Return Rank
MLFIX
MFEIX
MLFIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2040 Fund (MLFIX) 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.
| MLFIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.49 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.68 | 0.85 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.12 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.61 | +0.90 |
Martin ratioReturn relative to average drawdown | 7.01 | 2.06 | +4.94 |
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
| MLFIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.49 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.52 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.75 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.42 | +0.04 |
Correlation
The correlation between MLFIX and MFEIX is 0.89, 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
MLFIX vs. MFEIX - Dividend Comparison
MLFIX's dividend yield for the trailing twelve months is around 7.82%, less than MFEIX's 16.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLFIX MFS Lifetime 2040 Fund | 7.82% | 7.79% | 5.41% | 3.58% | 6.61% | 8.92% | 3.07% | 5.79% | 6.06% | 3.56% | 6.91% | 2.20% |
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MLFIX vs. MFEIX - Drawdown Comparison
The maximum MLFIX drawdown since its inception was -54.99%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MLFIX and MFEIX.
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Drawdown Indicators
| MLFIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.99% | -72.24% | +17.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -17.30% | +7.66% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -36.11% | +13.74% |
Max Drawdown (10Y)Largest decline over 10 years | -31.66% | -36.11% | +4.45% |
Current DrawdownCurrent decline from peak | -5.36% | -14.14% | +8.78% |
Average DrawdownAverage peak-to-trough decline | -7.11% | -23.85% | +16.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 5.14% | -3.06% |
Volatility
MLFIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Lifetime 2040 Fund (MLFIX) is 4.25%, while MFS Growth I (MFEIX) has a volatility of 6.97%. This indicates that MLFIX 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
| MLFIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 6.97% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.11% | 12.65% | -5.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.57% | 21.85% | -9.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.64% | 21.93% | -9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 21.20% | -7.27% |