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MFS Lifetime 2045 B (LTMBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.16-0.01 (-0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.40%
5-year average return8.26%
Number of years up8
Number of years down3
Best 1-yr total return (27 June 2024)25.51%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return25.51%
Worst 3-yr total return3.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTMBXCategory
YTD7.06%11.62%
1-month3.69%1.08%
3-month3.47%6.42%
1-year19.76%36.05%
3-year3.34%13.52%
5-year9.38%13.44%
10-year7.35%9.97%
Last bull market21.40%20.43%
Last bear market-13.27%-18.27%

Annual total return (%) history

Year
LTMBXCategory
2024
N/AN/A
2023
15.47%N/A
2022
-16.36%N/A
2021
19.04%N/A
2020
12.18%15.10%
2019
25.51%24.35%
2018
-8.88%-8.14%
2017
20.08%20.51%
2016
8.00%7.93%
2015
-0.91%-1.87%
2014
2.95%5.35%
2013
23.38%22.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
20234.57%4.12%-3.67%10.10%
2022-5.54%-13.27%-6.20%8.84%
20215.08%7.28%-0.20%5.82%
2020-21.33%17.63%7.00%13.29%
201912.63%3.81%0.13%7.21%
2018-0.33%1.40%3.49%-12.88%
20175.39%4.15%4.05%5.14%
20160.90%2.69%3.88%0.34%
20153.03%0.08%-7.18%3.54%
20141.05%3.36%-3.33%1.96%
20137.92%0.28%7.23%6.32%

Rank in category (by total return)

YTD61
1-month85
3-month39
1-year75
3-year60
5-year87

Load adjusted returns

1-year15.76%
3-year2.43%
5-year9.10%
10-year7.35%