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MFS Lifetime Income Fund (MLLHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.08+0.09 (+0.75%)
At close: 08:05AM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.63%
5-Year Average Return3.44%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)23.32%
Worst 1 Yr Total Return (Feb 3, 2019)-12.10%
Best 3-Yr Total Return23.32%
Worst 3-Yr Total Return-0.38%

Trailing Returns (%) Vs. Benchmarks

ReturnMLLHXCategory
YTD-9.57%3.58%
1-Month-3.78%0.73%
3-Month-6.10%3.29%
1-Year-5.58%12.52%
3-Year3.92%7.60%
5-Year4.26%6.39%
10-Year4.17%5.12%
Last Bull Market8.40%8.81%
Last Bear Market-4.05%-5.68%

Annual Total Return (%) History

Year
MLLHXCategory
2021
N/AN/A
2020
9.87%9.03%
2019
13.52%12.85%
2018
-2.64%-3.16%
2017
7.95%8.81%
2016
5.03%5.10%
2015
-0.68%-1.50%
2014
3.61%4.36%
2013
5.54%7.36%
2012
8.92%9.01%
2011
3.13%1.60%
2010
9.96%8.94%
2009
23.32%18.36%
2008
-12.10%-18.06%
2007
6.09%4.46%
2006
6.01%7.34%
2005
N/A3.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.36%3.50%N/AN/A
2020-7.41%8.99%3.47%5.22%
20196.09%3.10%1.27%2.48%
2018-0.57%0.40%1.35%-3.77%
20172.30%1.88%1.78%1.77%
20162.25%2.14%1.88%-1.28%
20151.56%-0.62%-2.28%0.70%
20141.36%2.33%-1.23%1.12%
20132.37%-1.53%2.58%2.07%
20124.31%-0.18%3.46%1.10%
20112.13%1.46%-3.64%3.28%
20102.93%-1.60%5.80%2.62%
20090.90%9.28%9.14%2.46%
2008-1.55%0.17%-3.38%-7.75%
20071.66%1.49%1.65%1.16%
20060.81%0.01%3.09%2.00%
20050.80%N/AN/AN/A

Rank In Category (By Total Return)

YTD40
1-Month49
3-Month36
1-Year43
3-Year33
5-Year50

Load Adjusted Returns

1-Year13.10%
3-Year8.11%
5-Year6.49%
10-Year5.35%
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