Nasdaq - Delayed Quote • USD
MFS Lifetime 2055 Fund (LFIRX)
At close: 8:05 AM EDT
Fund Summary
The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2055. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
Risk Overview
Morningstar Risk Rating | |
Best 1Y Total Return | 25.50% |
Worst 1Y Total Return | -- |
Number of Years Up | 8 |
Number of Years Down | 3 |
Performance & Risk
YTD Return | 7.72% |
5y Average Return | 8.38% |
Rank in Category (ytd) | 70 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.25 |
Morningstar Risk Rating |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
LFIRX | Category Average | LFIRX | Category Average | LFIRX | Category Average | |
Alpha | 3.25 | -0.02 | 1.84 | -0.01 | 0.57 | -0.01 |
BETA | 1.25 | 0.01 | 1.32 | 0.01 | 1.35 | 0.02 |
Mean Annual Return | 0.39 | 0.01 | 0.88 | 0.01 | 0.68 | 0.01 |
R-squared | 96.85 | 0.98 | 97.09 | 0.98 | 96.72 | 0.97 |
Standard Deviation | 15.92 | 0.17 | 16.58 | 0.14 | 13.68 | 0.13 |
Sharpe Ratio | 0.09 | 0.01 | 0.5 | 0.01 | 0.48 | 0.01 |
Treynor Ratio | 0.16 | 0.09 | 5.52 | 0.09 | 4.33 | 0.06 |
Related Tickers
FIJGX Fidelity Advisor Telecommunications Z
46.84
+1.56%
FTUTX Fidelity Advisor Telecommunications M
46.28
+1.56%
FSTCX Fidelity Select Telecommunications Port
47.10
+1.55%
FTUCX Fidelity Advisor Telecommunications C
46.49
+1.55%
FTUAX Fidelity Advisor Telecommunications A
46.67
+1.54%
FTUIX Fidelity Advisor Telecommunications I
46.98
+1.53%
MMEYX Victory Integrity Discovery Y
45.23
+1.53%
MMMMX Victory Integrity Discovery Member
39.93
+1.53%
MMECX Victory Integrity Discovery C
24.12
+1.52%
MMEAX Victory Integrity Discovery A
39.81
+1.50%
BRSVX Bridgeway Small-Cap Value
37.41
+1.38%
LMIYX Lord Abbett Micro Cap Growth I
18.48
+1.37%
LFMGX Lord Abbett Micro Cap Growth F
18.48
+1.37%
LCMGX Lord Abbett Micro Cap Growth Fund
17.78
+1.37%
PVIVX Paradigm Micro-Cap
54.54
+1.36%
FKRCX Franklin Gold and Precious Metals A
18.66
+1.30%
FRGOX Franklin Gold and Precious Metals C
16.33
+1.30%
FGADX Franklin Gold and Precious Metals Adv
20.29
+1.30%
FGPMX Franklin Gold and Precious Metals R6
20.59
+1.28%
FAFCX Fidelity Advisor Financials C
28.02
+1.26%
FFSIX Fidelity Advisor Financials I
31.37
+1.26%
FAFDX Fidelity Advisor Financials A
30.25
+1.24%
LFVCX Lord Abbett Focused Small Cap Value C
27.88
+1.23%
FIKBX Fidelity Advisor Financials Z
31.33
+1.23%
LMVYX Lord Abbett Focused Small Cap Value I
28.98
+1.22%
LMVVX Lord Abbett Focused Small Cap Value R5
28.98
+1.22%
LFVAX Lord Abbett Focused Small Cap Value A
26.51
+1.22%
FAFSX Fidelity Advisor Financials M
29.84
+1.22%
LMVWX Lord Abbett Focused Small Cap Value R6
29.07
+1.22%
LMVOX Lord Abbett Focused Small Cap Value F3
29.07
+1.22%
LFSFX Lord Abbett Focused Small Cap Value F
29.14
+1.22%
AXVNX Acclivity Small Cap Value N
18.56
+1.20%
FSRFX Fidelity Select Transportation
108.08
+1.18%
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
24.13
+1.17%
AXVIX Acclivity Small Cap Value I
18.33
+1.16%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
25.45
+1.15%
HULEX Huber Select Large Cap Value Instl
31.81
+1.14%
HULIX Huber Select Large Cap Value Inv
31.83
+1.11%
UBVLX Undiscovered Managers Behavioral Value Fund
81.16
+1.10%
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
81.36
+1.09%
UBVSX Undiscovered Managers Behavioral Value Fund Class I
80.74
+1.09%
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
77.12
+1.09%
UBVTX Undiscovered Managers Behavioral Value Fund
77.30
+1.09%
UBVVX Undiscovered Managers Behavioral Value Fund
81.06
+1.08%
UBVAX Undiscovered Managers Behavioral Value Fund
78.33
+1.08%
UBVUX Undiscovered Managers Behavioral Value Fund
80.40
+1.08%
UBVCX Undiscovered Managers Behavioral Value Fund Class C
72.22
+1.08%
SEIRX SEI Real Estate I (SIMT)
15.05
+1.07%
SETAX SEI Institutional Managed Trust Real Estate Fund
15.09
+1.07%
SREYX SEI Real Estate Y (SIMT)
15.10
+1.07%
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.18
+1.06%
PHRCX Virtus Duff & Phelps Real Estate Secs C
18.25
+1.05%
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.26
+1.05%
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.28
+1.05%
VSTCX Vanguard Strategic Small-Cap Equity Inv
38.82
+1.04%
PVFAX Paradigm Value
58.97
+1.03%
FCVCX Fidelity Advisor Small Cap Value C
15.74
+1.03%
GURPX Guggenheim Risk Managed Real Estt P
30.90
+1.03%
FCVAX Fidelity Advisor Small Cap Value A
18.99
+1.01%
GURAX Guggenheim Risk Managed Real Estt A
30.71
+1.01%
ROFIX Royce Small-Cap Opportunity Instl
16.08
+1.01%
FCVTX Fidelity Advisor Small Cap Value M
18.13
+1.00%
GURIX Guggenheim Risk Managed Real Estt Instl
31.16
+1.00%
GURCX Guggenheim Risk Managed Real Estt C
30.45
+0.99%
GSXIX abrdn US Small Cap Equity Inst Svc
35.60
+0.99%
FTVAX FullerThaler Behav Md-Cp Val A
31.63
+0.99%
GSCIX abrdn US Small Cap Equity Inst
35.81
+0.99%
FTVSX FullerThaler Behav Md-Cp Val Instl
31.79
+0.98%
GSXAX abrdn US Small Cap Equity A
31.87
+0.98%
VTSIX Vanguard Tax-Managed Small Cap I
86.72
+0.98%
FCVIX Fidelity Advisor Small Cap Value I
19.67
+0.98%
FCPVX Fidelity Small Cap Value Fund
19.67
+0.98%
FIKNX Fidelity Advisor Small Cap Value Z
19.70
+0.97%
GNSRX abrdn US Small Cap Equity R
26.98
+0.97%
VTMSX Vanguard Tax-Managed Small Cap Adm
86.52
+0.97%
RYPNX Royce Small-Cap Opportunity Invmt
15.65
+0.97%
FTVCX FullerThaler Behav Md-Cp Val C
31.41
+0.96%
CSSCX Columbia Small Cap Value I C
19.95
+0.96%
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
31.52
+0.96%
GSXCX abrdn US Small Cap Equity C
23.13
+0.96%
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
31.57
+0.96%
FTVNX FullerThaler Behav Md-Cp Val Investor
31.64
+0.96%
CSVRX Columbia Small Cap Value I R
40.15
+0.96%
CVVRX Columbia Small Cap Value I Adv
49.78
+0.95%
CSCZX Columbia Small Cap Value I Inst
47.69
+0.95%
FTVZX FullerThaler Behav Md-Cp Val R6
31.82
+0.95%
CUURX Columbia Small Cap Value I Inst2
49.88
+0.95%
CSMIX Columbia Small Cap Value I A
40.51
+0.95%
CSVYX Columbia Small Cap Value I Inst3
48.14
+0.94%
HWSIX Hotchkis & Wiley Small Cap Value I
76.30
+0.94%
HWSZX Hotchkis & Wiley Small Cap Value Z
76.32
+0.94%
HWSCX Hotchkis & Wiley Small Cap Value C
57.34
+0.93%
WESNX William Blair Emerg Mkts Sm Cp Gr N
21.67
+0.93%
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
32.57
+0.93%
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
30.57
+0.92%
RIVSX River Oak Discovery
17.54
+0.92%
HWSAX Hotchkis & Wiley Small Cap Value A
75.70
+0.92%
RYAVX Rydex S&P MidCap 400 Pure Value H
71.65
+0.92%
PGRQX PGIM Global Real Estate R6
18.76
+0.91%
RYMVX Rydex S&P MidCap 400 Pure Value A
71.74
+0.91%