Nasdaq - Delayed Quote USD

MFS Lifetime 2040 Fund (MLFJX)

19.05 -0.01 (-0.05%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.04%
5y Average Return 8.56%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 34.41%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 34.41%
Worst 3Y Total Return 4.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MLFJX
Category
YTD
6.88%
10.80%
1-Month
3.38%
1.06%
3-Month
6.88%
6.14%
1-Year
18.64%
33.59%
3-Year
6.13%
12.99%
5-Year
9.68%
12.87%
10-Year
8.38%
9.72%
Last Bull Market
33.62%
19.05%
Last Bear Market
-12.76%
-17.54%

Annual Total Return (%) History

Year
MLFJX
Category
2024
--
--
2023
16.25%
--
2022
-15.23%
--
2021
18.94%
--
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
--
7.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.88% -- -- --
2023 4.72% 4.16% -3.32% 10.23%
2022 -5.27% -12.76% -5.66% 8.73%
2021 4.80% 7.22% 0.09% 5.75%
2020 -20.08% 17.29% 6.93% 12.86%
2019 12.56% 4.09% 0.48% 7.11%
2018 0.00% 1.52% 3.71% -12.22%
2017 5.54% 4.37% 4.25% 5.23%
2016 1.16% 2.93% 4.10% 0.56%
2015 3.21% 0.34% -7.02% 3.90%

2014 1.28% 3.66% -3.06% 2.21%
2013 8.16% 0.57% 7.42% 6.65%
2012 11.97% -4.08% 6.80% 2.16%
2011 4.68% 0.82% -15.57% 7.81%
2010 4.68% -9.36% 12.91% 10.52%
2009 -8.21% 19.01% 17.45% 4.76%
2008 -9.10% 0.93% -13.59% -24.61%
2007 3.22% 6.16% 1.59% -1.67%
2006 6.45% -3.85% 2.67% 8.11%
2005 2.91% -- -- --

Rank in Category (By Total Return)

YTD 36
1-Month 4
3-Month 36
1-Year 51
3-Year 7
5-Year 18

Load Adjusted Returns

1-Year 18.64%
3-Year 6.13%
5-Year 9.68%
10-Year 8.38%

Performance & Risk

YTD Return 4.04%
5y Average Return 8.56%
Rank in Category (ytd) 36
% 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 6.88%
Yield 1.73%
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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