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MFS Lifetime 2030 Fund (MLTBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.10+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.28%
5-year average return5.31%
Number of years up13
Number of years down5
Best 1-yr total return (20 Jun 2024)31.89%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return31.89%
Worst 3-yr total return1.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLTBXCategory
YTD3.37%7.97%
1-month2.57%0.98%
3-month1.85%5.18%
1-year11.67%25.53%
3-year0.92%11.28%
5-year6.07%10.98%
10-year5.39%8.54%
Last bull market14.60%17.21%
Last bear market-10.38%-15.52%

Annual total return (%) history

Year
MLTBXCategory
2024
N/AN/A
2023
11.29%N/A
2022
-14.63%N/A
2021
11.69%N/A
2020
10.72%12.99%
2019
20.75%20.07%
2018
-6.60%-6.25%
2017
16.02%16.57%
2016
7.79%7.33%
2015
-1.47%-1.79%
2014
3.11%5.04%
2013
20.33%16.65%
2012
15.23%13.59%
2011
-3.68%-2.26%
2010
16.49%13.47%
2009
31.89%28.87%
2008
-39.06%-36.04%
2007
8.82%6.50%
2006
12.12%13.60%
2005
N/A6.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.69%N/AN/AN/A
20233.86%2.16%-3.11%8.25%
2022-5.23%-10.38%-5.02%5.84%
20212.30%5.24%0.00%3.74%
2020-15.02%13.50%5.19%9.13%
201910.11%3.73%0.71%4.98%
2018-0.33%0.79%2.80%-9.56%
20174.57%3.38%3.34%3.86%
20161.35%2.80%3.52%-0.06%
20152.59%0.00%-6.67%2.91%
20141.18%3.28%-2.96%1.69%
20137.04%-0.08%6.33%5.81%
201210.76%-3.72%6.13%1.82%
20114.21%0.73%-14.30%7.07%
20104.30%-8.89%12.08%9.36%
2009-8.05%17.81%16.58%4.43%
2008-8.91%0.65%-13.41%-23.23%
20072.90%6.06%1.45%-1.72%
20066.26%-4.05%2.49%7.29%
20052.70%N/AN/AN/A

Rank in category (by total return)

YTD94
1-month98
3-month92
1-year93
3-year84
5-year91

Load adjusted returns

1-year7.67%
3-year0.05%
5-year5.75%
10-year5.39%