MLLIX vs. MFEIX
Compare and contrast key facts about MFS Lifetime Income Fund (MLLIX) and MFS Growth I (MFEIX).
MLLIX is managed by MFS. It was launched on Sep 28, 2005. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MLLIX vs. MFEIX - Performance Comparison
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MLLIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLLIX MFS Lifetime Income Fund | -1.02% | 9.32% | 5.62% | 9.12% | -11.99% | 6.63% | 10.06% | 13.91% | -2.37% | 8.24% |
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, MLLIX achieves a -1.02% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MLLIX has underperformed MFEIX with an annualized return of 4.78%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MLLIX
- 1D
- 0.25%
- 1M
- -3.62%
- YTD
- -1.02%
- 6M
- 0.19%
- 1Y
- 6.55%
- 3Y*
- 6.42%
- 5Y*
- 3.11%
- 10Y*
- 4.78%
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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MLLIX vs. MFEIX - Expense Ratio Comparison
MLLIX has a 0.00% expense ratio, which is lower than MFEIX's 0.60% expense ratio.
Return for Risk
MLLIX vs. MFEIX — Risk / Return Rank
MLLIX
MFEIX
MLLIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime Income Fund (MLLIX) 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.
| MLLIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.30 | +1.07 |
Sortino ratioReturn per unit of downside risk | 1.91 | 0.59 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.08 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.22 | +1.52 |
Martin ratioReturn relative to average drawdown | 6.91 | 0.74 | +6.17 |
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
| MLLIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.30 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.50 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.73 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.41 | +0.41 |
Correlation
The correlation between MLLIX and MFEIX is 0.74, 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
MLLIX vs. MFEIX - Dividend Comparison
MLLIX's dividend yield for the trailing twelve months is around 5.75%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLLIX MFS Lifetime Income Fund | 5.75% | 6.01% | 6.26% | 3.70% | 3.92% | 6.12% | 3.18% | 3.80% | 4.20% | 3.56% | 4.21% | 2.51% |
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
MLLIX vs. MFEIX - Drawdown Comparison
The maximum MLLIX drawdown since its inception was -17.32%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MLLIX and MFEIX.
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Drawdown Indicators
| MLLIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.32% | -72.24% | +54.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.93% | -17.30% | +13.37% |
Max Drawdown (5Y)Largest decline over 5 years | -16.08% | -36.11% | +20.03% |
Max Drawdown (10Y)Largest decline over 10 years | -16.08% | -36.11% | +20.03% |
Current DrawdownCurrent decline from peak | -3.62% | -17.30% | +13.68% |
Average DrawdownAverage peak-to-trough decline | -2.17% | -23.85% | +21.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 5.06% | -4.07% |
Volatility
MLLIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Lifetime Income Fund (MLLIX) is 1.76%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MLLIX 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
| MLLIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.76% | 5.58% | -3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 3.03% | 12.05% | -9.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.15% | 21.56% | -16.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.87% | 21.87% | -16.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.67% | 21.16% | -15.49% |