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MFS Lifetime 2040 R4 (MLFJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.86+0.05 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.41%
5-year average return8.87%
Number of years up14
Number of years down4
Best 1-yr total return (4 July 2024)34.41%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return34.41%
Worst 3-yr total return4.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLFJXCategory
YTD7.48%10.80%
1-month0.46%1.06%
3-month0.56%6.14%
1-year14.55%33.59%
3-year3.88%12.99%
5-year8.93%12.87%
10-year8.05%9.72%
Last bull market21.05%19.05%
Last bear market-12.76%-17.54%

Annual total return (%) history

Year
MLFJXCategory
2024
N/AN/A
2023
16.25%N/A
2022
-15.23%N/A
2021
18.94%N/A
2020
13.12%14.56%
2019
26.10%23.19%
2018
-7.58%-7.74%
2017
20.83%19.52%
2016
9.00%7.95%
2015
0.05%-1.99%
2014
4.04%5.25%
2013
24.61%19.97%
2012
17.18%14.64%
2011
-3.92%-3.49%
2010
18.40%14.37%
2009
34.41%30.90%
2008
-40.23%-37.94%
2007
9.46%6.21%
2006
13.60%14.67%
2005
N/A7.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.88%0.56%N/AN/A
20234.72%4.16%-3.32%10.23%
2022-5.27%-12.76%-5.66%8.73%
20214.80%7.22%0.09%5.75%
2020-20.08%17.29%6.93%12.86%
201912.56%4.09%0.48%7.11%
20180.00%1.52%3.71%-12.22%
20175.54%4.37%4.25%5.23%
20161.16%2.93%4.10%0.56%
20153.21%0.34%-7.02%3.90%
20141.28%3.66%-3.06%2.21%
20138.16%0.57%7.42%6.65%
201211.97%-4.08%6.80%2.16%
20114.68%0.82%-15.57%7.81%
20104.68%-9.36%12.91%10.52%
2009-8.21%19.01%17.45%4.76%
2008-9.10%0.93%-13.59%-24.61%
20073.22%6.16%1.59%-1.67%
20066.45%-3.85%2.67%8.11%
20052.91%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month99
3-month91
1-year63
3-year12
5-year31

Load adjusted returns

1-year14.55%
3-year3.88%
5-year8.93%
10-year8.05%