Nasdaq - Delayed Quote USD

MFS Lifetime 2050 R4 (MFFPX)

22.46 +0.14 (+0.63%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.81%
5y Average Return 9.04%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 26.75%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 26.75%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFFPX
Category
YTD
7.61%
11.99%
1-Month
3.69%
1.08%
3-Month
7.61%
6.55%
1-Year
19.91%
37.09%
3-Year
6.60%
13.69%
5-Year
10.20%
13.58%
10-Year
8.66%
10.11%
Last Bull Market
35.96%
19.71%
Last Bear Market
-13.12%
-18.27%

Annual Total Return (%) History

Year
MFFPX
Category
2024
--
--
2023
16.83%
--
2022
-15.64%
--
2021
20.42%
--
2020
13.28%
15.25%
2019
26.75%
24.54%
2018
-7.94%
-8.41%
2017
21.23%
20.67%

2016
9.12%
8.22%
2015
0.08%
-2.01%
2014
3.93%
5.42%
2013
24.59%
21.02%
2012
17.19%
15.07%
2011
-3.68%
-3.82%
2010
--
14.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.61% -- -- --
2023 4.85% 4.52% -3.51% 10.49%
2022 -5.34% -13.12% -6.13% 9.28%
2021 5.44% 7.52% 0.04% 6.18%
2020 -21.12% 17.92% 7.30% 13.51%
2019 12.83% 4.12% 0.37% 7.49%
2018 -0.05% 1.65% 3.78% -12.69%
2017 5.56% 4.41% 4.40% 5.37%
2016 1.22% 2.88% 4.17% 0.59%
2015 3.29% 0.32% -6.99% 3.84%

2014 1.20% 3.70% -3.06% 2.16%
2013 8.13% 0.53% 7.41% 6.71%
2012 11.99% -3.99% 6.64% 2.21%
2011 4.57% 0.86% -15.22% 7.72%
2010 10.51% -- -- --

Rank in Category (By Total Return)

YTD 43
1-Month 1
3-Month 43
1-Year 78
3-Year 10
5-Year 30

Load Adjusted Returns

1-Year 19.91%
3-Year 6.60%
5-Year 10.20%
10-Year 8.66%

Performance & Risk

YTD Return 4.81%
5y Average Return 9.04%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family MFS
Net Assets 562.59M
YTD Return 7.61%
Yield 1.49%
Morningstar Rating
Inception Date Sep 15, 2010

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2050. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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