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MFS Lifetime 2040 Fund (MLFBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.33-0.02 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.91%
5-year average return7.84%
Number of years up13
Number of years down5
Best 1-yr total return (27 June 2024)33.03%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return33.03%
Worst 3-yr total return3.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLFBXCategory
YTD6.53%10.80%
1-month3.49%1.06%
3-month3.22%6.14%
1-year18.82%33.59%
3-year3.08%12.99%
5-year8.93%12.87%
10-year7.11%9.72%
Last bull market20.54%19.05%
Last bear market-12.95%-17.54%

Annual total return (%) history

Year
MLFBXCategory
2024
N/AN/A
2023
15.14%N/A
2022
-16.13%N/A
2021
17.74%N/A
2020
12.00%14.56%
2019
24.95%23.19%
2018
-8.51%-7.74%
2017
19.57%19.52%
2016
7.97%7.95%
2015
-0.94%-1.99%
2014
2.93%5.25%
2013
23.40%19.97%
2012
15.99%14.64%
2011
-4.87%-3.49%
2010
17.27%14.37%
2009
33.03%30.90%
2008
-40.79%-37.94%
2007
8.43%6.21%
2006
12.54%14.67%
2005
N/A7.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.64%N/AN/AN/A
20234.48%3.93%-3.55%9.95%
2022-5.54%-12.95%-5.96%8.46%
20214.54%6.93%-0.19%5.53%
2020-20.30%16.98%6.68%12.60%
201912.31%3.84%0.24%6.88%
2018-0.25%1.30%3.42%-12.45%
20175.24%4.10%4.00%4.95%
20160.95%2.68%3.81%0.33%
20152.97%0.14%-7.27%3.60%
20140.94%3.43%-3.31%1.97%
20137.88%0.33%7.11%6.45%
201211.64%-4.21%6.40%1.94%
20114.33%0.65%-15.75%7.53%
20104.37%-9.55%12.69%10.24%
2009-8.53%18.65%17.21%4.58%
2008-9.25%0.75%-13.93%-24.76%
20072.97%5.95%1.36%-1.95%
20066.26%-4.14%2.50%7.80%
20052.69%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month81
3-month36
1-year57
3-year50
5-year78

Load adjusted returns

1-year14.82%
3-year2.18%
5-year8.64%
10-year7.11%