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MFS Lifetime 2040 Fund (MLFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.57-0.01 (-0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.47%
5-year average return8.93%
Number of years up14
Number of years down4
Best 1-yr total return (27 June 2024)34.21%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return34.21%
Worst 3-yr total return4.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLFIXCategory
YTD6.97%10.80%
1-month3.56%1.06%
3-month3.45%6.14%
1-year19.95%33.59%
3-year4.10%12.99%
5-year10.02%12.87%
10-year8.16%9.72%
Last bull market20.98%19.05%
Last bear market-12.77%-17.54%

Annual total return (%) history

Year
MLFIXCategory
2024
N/AN/A
2023
16.28%N/A
2022
-15.27%N/A
2021
18.94%N/A
2020
13.13%14.56%
2019
26.06%23.19%
2018
-7.54%-7.74%
2017
20.78%19.52%
2016
8.76%7.95%
2015
0.05%-1.99%
2014
4.03%5.25%
2013
24.59%19.97%
2012
17.16%14.64%
2011
-3.92%-3.49%
2010
18.51%14.37%
2009
34.21%30.90%
2008
-40.20%-37.94%
2007
9.59%6.21%
2006
13.70%14.67%
2005
N/A7.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.86%N/AN/AN/A
20234.75%4.18%-3.33%10.23%
2022-5.29%-12.77%-5.63%8.68%
20214.81%7.19%0.10%5.77%
2020-20.07%17.33%6.88%12.87%
201912.52%4.10%0.48%7.11%
20180.00%1.52%3.72%-12.19%
20175.54%4.31%4.33%5.16%
20161.16%2.93%4.10%0.34%
20153.21%0.34%-7.01%3.89%
20141.28%3.66%-3.12%2.28%
20138.15%0.57%7.41%6.64%
201211.96%-4.07%6.79%2.16%
20114.68%0.82%-15.55%7.81%
20104.68%-9.36%13.03%10.51%
2009-8.35%19.01%17.45%4.76%
2008-9.09%0.93%-13.67%-24.50%
20073.22%6.24%1.59%-1.63%
20066.54%-3.85%2.67%8.10%
20052.94%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month78
3-month25
1-year26
3-year8
5-year25

Load adjusted returns

1-year19.95%
3-year4.10%
5-year10.02%
10-year8.16%