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MFS Lifetime 2045 Fund (LTMUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.57+0.09 (+0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.16%
5-year average return9.25%
Number of years up9
Number of years down2
Best 1-yr total return (1 July 2024)26.76%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return26.76%
Worst 3-yr total return4.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTMUXCategory
YTD7.50%11.62%
1-month3.81%1.08%
3-month3.75%6.42%
1-year20.96%36.05%
3-year4.38%13.52%
5-year10.50%13.44%
10-year8.44%9.97%
Last bull market21.89%20.43%
Last bear market-13.05%-18.27%

Annual total return (%) history

Year
LTMUXCategory
2024
N/AN/A
2023
16.62%N/A
2022
-15.47%N/A
2021
20.28%N/A
2020
13.24%15.10%
2019
26.76%24.35%
2018
-7.90%-8.14%
2017
21.17%20.51%
2016
9.11%7.93%
2015
0.09%-1.87%
2014
3.97%5.35%
2013
24.62%22.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.27%0.62%N/AN/A
20234.77%4.37%-3.39%10.39%
2022-5.28%-13.05%-5.99%9.17%
20215.37%7.51%0.10%6.07%
2020-21.13%17.93%7.24%13.52%
201912.85%4.10%0.38%7.49%
20180.00%1.65%3.70%-12.64%
20175.59%4.41%4.36%5.32%
20161.14%2.99%4.08%0.64%
20153.25%0.38%-7.04%3.88%
20141.29%3.66%-3.07%2.16%
20138.22%0.55%7.37%6.67%

Rank in category (by total return)

YTD46
1-month78
3-month24
1-year38
3-year12
5-year31

Load adjusted returns

1-year20.96%
3-year4.38%
5-year10.50%
10-year8.44%