Nasdaq - Delayed Quote USD

MFS Lifetime 2040 Fund (MLFGX)

18.66 -0.02 (-0.11%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.78%
5y Average Return 8.05%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 33.57%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 33.57%
Worst 3Y Total Return 3.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MLFGX
Category
YTD
6.73%
10.80%
1-Month
3.34%
1.06%
3-Month
6.73%
6.14%
1-Year
18.10%
33.59%
3-Year
5.59%
12.99%
5-Year
9.14%
12.87%
10-Year
7.84%
9.72%
Last Bull Market
32.98%
19.05%
Last Bear Market
-12.85%
-17.54%

Annual Total Return (%) History

Year
MLFGX
Category
2024
--
--
2023
15.69%
--
2022
-15.67%
--
2021
18.31%
--
2020
12.59%
14.56%
2019
25.47%
23.19%
2018
-8.04%
-7.74%
2017
20.18%
19.52%

2016
8.47%
7.95%
2015
-0.43%
-1.99%
2014
3.52%
5.25%
2013
23.96%
19.97%
2012
16.54%
14.64%
2011
-4.34%
-3.49%
2010
17.87%
14.37%
2009
33.57%
30.90%
2008
-40.49%
-37.94%
2007
8.89%
6.21%
2006
12.90%
14.67%
2005
--
7.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.73% -- -- --
2023 4.56% 4.06% -3.44% 10.13%
2022 -5.41% -12.85% -5.84% 8.64%
2021 4.65% 7.08% -0.05% 5.63%
2020 -20.20% 17.20% 6.80% 12.73%
2019 12.39% 3.97% 0.36% 6.99%
2018 -0.12% 1.42% 3.53% -12.31%
2017 5.39% 4.23% 4.12% 5.07%
2016 1.02% 2.75% 4.02% 0.45%
2015 3.11% 0.21% -7.11% 3.75%

2014 1.15% 3.50% -3.17% 2.12%
2013 8.06% 0.41% 7.27% 6.51%
2012 11.77% -4.12% 6.59% 2.03%
2011 4.53% 0.74% -15.66% 7.71%
2010 4.49% -9.46% 12.95% 10.31%
2009 -8.41% 18.84% 17.34% 4.57%
2008 -9.24% 0.84% -13.70% -24.65%
2007 3.06% 6.11% 1.44% -1.83%
2006 6.35% -4.04% 2.49% 7.94%
2005 2.84% -- -- --

Rank in Category (By Total Return)

YTD 39
1-Month 6
3-Month 39
1-Year 66
3-Year 11
5-Year 40

Load Adjusted Returns

1-Year 18.10%
3-Year 5.59%
5-Year 9.14%
10-Year 7.84%

Performance & Risk

YTD Return 3.78%
5y Average Return 8.05%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family MFS
Net Assets 791.59M
YTD Return 6.73%
Yield 1.32%
Morningstar Rating
Inception Date Sep 29, 2005

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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