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MFS Lifetime 2030 Fund (MLTCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.88+0.01 (+0.06%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.99%
5-year average return5.62%
Number of years up13
Number of years down5
Best 1-yr total return (16 June 2024)32.04%
Worst 1-yr total return (16 June 2024)N/A
Best 3-yr total return32.04%
Worst 3-yr total return1.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLTCXCategory
YTD3.34%7.97%
1-month2.60%0.98%
3-month1.87%5.18%
1-year11.73%25.53%
3-year0.93%11.28%
5-year6.07%10.98%
10-year5.39%8.54%
Last bull market14.61%17.21%
Last bear market-10.35%-15.52%

Annual total return (%) history

Year
MLTCXCategory
2024
N/AN/A
2023
11.34%N/A
2022
-14.64%N/A
2021
11.70%N/A
2020
10.75%12.99%
2019
20.78%20.07%
2018
-6.66%-6.25%
2017
16.07%16.57%
2016
7.78%7.33%
2015
-1.47%-1.79%
2014
3.10%5.04%
2013
20.31%16.65%
2012
15.23%13.59%
2011
-3.72%-2.26%
2010
16.46%13.47%
2009
32.04%28.87%
2008
-39.07%-36.04%
2007
8.80%6.50%
2006
12.05%13.60%
2005
N/A6.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.67%N/AN/AN/A
20233.82%2.25%-3.13%8.27%
2022-5.28%-10.35%-5.00%5.80%
20212.25%5.28%0.00%3.76%
2020-15.00%13.44%5.23%9.14%
201910.18%3.75%0.65%4.99%
2018-0.33%0.79%2.75%-9.57%
20174.60%3.33%3.36%3.90%
20161.35%2.82%3.46%-0.03%
20152.61%0.00%-6.70%2.93%
20141.18%3.29%-2.97%1.67%
20137.06%-0.16%6.44%5.75%
201210.71%-3.65%6.16%1.76%
20114.22%0.64%-14.35%7.17%
20104.31%-8.90%11.98%9.45%
2009-8.06%17.84%16.73%4.40%
2008-8.89%0.65%-13.39%-23.29%
20072.89%6.13%1.44%-1.79%
20066.15%-3.96%2.39%7.33%
20052.74%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month96
3-month91
1-year90
3-year83
5-year92

Load adjusted returns

1-year10.73%
3-year0.93%
5-year6.07%
10-year5.39%