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MFS Series Trust XII - MFS Lifetime 2020 Fund (MFLEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.14+0.02 (+0.17%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-11.37%
5-year average return2.65%
Number of years up12
Number of years down4
Best 1-yr total return (4 Aug 2022)26.23%
Worst 1-yr total return (4 Aug 2022)N/A
Best 3-yr total return26.23%
Worst 3-yr total return-1.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFLEXCategory
YTD-11.37%5.78%
1-month-0.08%0.81%
3-month-3.13%4.21%
1-year-10.81%18.91%
3-year1.86%9.48%
5-year2.65%8.82%
10-year4.07%7.36%
Last bull market11.29%14.92%
Last bear market-7.60%-12.14%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD6
1-month96
3-month39
1-year22
3-year94
5-year94

Load adjusted returns

1-year-7.66%
3-year2.71%
5-year3.36%
10-year4.46%