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

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.13+0.02 (+0.17%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-11.64%
5-year average return3.50%
Number of years up13
Number of years down3
Best 1-yr total return (4 Aug 2022)27.44%
Worst 1-yr total return (4 Aug 2022)N/A
Best 3-yr total return27.44%
Worst 3-yr total return-0.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFLIXCategory
YTD-11.64%5.78%
1-month-0.90%0.81%
3-month-3.67%4.21%
1-year-10.65%18.91%
3-year2.60%9.48%
5-year3.50%8.82%
10-year5.03%7.36%
Last bull market12.20%14.92%
Last bear market-7.35%-12.14%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD5
1-month87
3-month23
1-year7
3-year71
5-year76

Load adjusted returns

1-year-6.67%
3-year3.77%
5-year4.42%
10-year5.52%