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MFS Lifetime 2045 I (LTMKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.44-0.08 (-0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.69%
5-year average return10.15%
Number of years up9
Number of years down2
Best 1-yr total return (20 May 2024)26.83%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return26.83%
Worst 3-yr total return4.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTMKXCategory
YTD3.62%11.62%
1-month-3.48%1.08%
3-month3.50%6.42%
1-year14.11%36.05%
3-year3.61%13.52%
5-year8.66%13.44%
10-year8.26%9.97%
Last bull market21.91%20.43%
Last bear market-13.06%-18.27%

Annual total return (%) history

Year
LTMKXCategory
2024
N/AN/A
2023
16.63%N/A
2022
-15.53%N/A
2021
20.23%N/A
2020
13.27%15.10%
2019
26.83%24.35%
2018
-7.94%-8.14%
2017
21.20%20.51%
2016
9.28%7.93%
2015
0.01%-1.87%
2014
4.05%5.35%
2013
24.62%22.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.35%N/AN/AN/A
20234.84%4.38%-3.39%10.32%
2022-5.29%-13.06%-6.00%9.13%
20215.37%7.51%0.05%6.08%
2020-21.16%17.92%7.24%13.62%
201912.91%4.10%0.38%7.49%
20180.00%1.65%3.76%-12.72%
20175.58%4.40%4.36%5.37%
20161.14%2.99%4.08%0.80%
20153.25%0.31%-6.96%3.80%
20141.29%3.66%-3.07%2.24%
20138.22%0.55%7.46%6.58%

Rank in category (by total return)

YTD34
1-month24
3-month33
1-year64
3-year11
5-year20

Load adjusted returns

1-year14.11%
3-year3.61%
5-year8.66%
10-year8.26%