Australia markets closed

MFS Lifetime 2045 Fund (LTMLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.68+0.12 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.92%
5-year average return11.33%
Number of years up5
Number of years down2
Best 1-yr total return (1 Oct 2024)26.93%
Worst 1-yr total return (1 Oct 2024)N/A
Best 3-yr total return26.93%
Worst 3-yr total return4.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTMLXCategory
YTD13.31%11.62%
1-month1.90%1.08%
3-month5.33%6.42%
1-year19.90%36.05%
3-year4.63%13.52%
5-year10.83%13.44%
10-year8.91%9.97%
Last bull market22.00%20.43%
Last bear market-12.96%-18.27%

Annual total return (%) history

Year
LTMLXCategory
2024
N/AN/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/A7.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.41%0.57%6.86%N/A
20234.91%4.44%-3.45%10.41%
2022-5.24%-12.96%-5.99%9.16%
20215.43%7.57%0.05%6.11%
2020-21.08%17.93%7.31%13.59%
201912.93%4.10%0.45%7.49%
20180.07%1.65%3.83%-12.67%
20175.59%4.48%4.36%5.35%
20160.61%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month90
3-month85
1-year74
3-year26
5-year28

Load adjusted returns

1-year19.90%
3-year4.63%
5-year10.83%
10-year8.91%