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MFS Lifetime 2045 Fund (LTMLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.68
+0.12
(+0.58%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
14.92%
5-year average return
11.33%
Number of years up
5
Number of years down
2
Best 1-yr total return (1 Oct 2024)
26.93%
Worst 1-yr total return (1 Oct 2024)
N/A
Best 3-yr total return
26.93%
Worst 3-yr total return
4.95%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
LTMLX
Category
YTD
13.31%
11.62%
1-month
1.90%
1.08%
3-month
5.33%
6.42%
1-year
19.90%
36.05%
3-year
4.63%
13.52%
5-year
10.83%
13.44%
10-year
8.91%
9.97%
Last bull market
22.00%
20.43%
Last bear market
-12.96%
-18.27%
Annual total return (%) history
Year
LTMLX
Category
2024
N/A
N/A
2023
16.81%
N/A
2022
-15.37%
N/A
2021
20.40%
N/A
2020
13.45%
15.10%
2019
26.93%
24.35%
2018
-7.76%
-8.14%
2017
21.29%
20.51%
2016
N/A
7.93%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.41%
0.57%
6.86%
N/A
2023
4.91%
4.44%
-3.45%
10.41%
2022
-5.24%
-12.96%
-5.99%
9.16%
2021
5.43%
7.57%
0.05%
6.11%
2020
-21.08%
17.93%
7.31%
13.59%
2019
12.93%
4.10%
0.45%
7.49%
2018
0.07%
1.65%
3.83%
-12.67%
2017
5.59%
4.48%
4.36%
5.35%
2016
0.61%
N/A
N/A
N/A
Rank in category (by total return)
YTD
69
1-month
90
3-month
85
1-year
74
3-year
26
5-year
28
Load adjusted returns
1-year
19.90%
3-year
4.63%
5-year
10.83%
10-year
8.91%
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