Nasdaq - Delayed Quote USD

MFS Lifetime 2045 Fund (LTMAX)

19.45
-0.04
(-0.21%)
As of 8:06:29 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.30%
5y Average Return 12.20%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 5, 2025) 26.44%
Worst 1Y Total Return (May 5, 2025) --
Best 3Y Total Return 26.44%
Worst 3Y Total Return 3.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTMAX
Category
YTD
-0.10%
11.62%
1-Month
0.00%
1.08%
3-Month
-3.47%
6.42%
1-Year
8.65%
36.05%
3-Year
7.49%
13.52%
5-Year
11.57%
13.44%
10-Year
8.15%
9.97%
Last Bull Market
12.98%
20.43%
Last Bear Market
-13.08%
-18.27%

Annual Total Return (%) History

Year
LTMAX
Category
2025
--
--
2024
12.60%
--
2023
16.32%
--
2022
-15.70%
--
2021
19.92%
--
2020
13.01%
15.10%
2019
26.44%
24.35%
2018
-8.12%
-8.14%

2017
20.87%
20.51%
2016
8.81%
7.93%
2015
-0.18%
-1.87%
2014
3.79%
5.35%
2013
24.51%
22.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.10% -- -- --
2024 7.22% 0.52% 6.75% -2.14%
2023 4.74% 4.35% -3.53% 10.32%
2022 -5.36% -13.08% -6.03% 9.07%
2021 5.28% 7.44% 0.00% 6.02%
2020 -21.19% 17.85% 7.21% 13.50%
2019 12.80% 4.05% 0.32% 7.39%
2018 -0.07% 1.59% 3.72% -12.74%
2017 5.52% 4.34% 4.30% 5.25%
2016 1.06% 2.91% 4.09% 0.51%

2015 3.17% 0.31% -7.05% 3.77%
2014 1.21% 3.58% -3.07% 2.14%
2013 8.22% 0.55% 7.37% 6.57%

Rank in Category (By Total Return)

YTD 40
1-Month 76
3-Month 70
1-Year 85
3-Year 89
5-Year 30

Load Adjusted Returns

1-Year 2.40%
3-Year 5.39%
5-Year 10.25%
10-Year 7.51%

Performance & Risk

YTD Return 1.30%
5y Average Return 12.20%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family MFS
Net Assets 515.98M
YTD Return -0.10%
Yield 2.36%
Morningstar Rating
Inception Date Nov 02, 2012

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2045. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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