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Nasdaq - Delayed Quote USD

MFS Lifetime 2045 Fund (LTMDX)

19.18
+0.26
+(1.37%)
At close: 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.21%
5y Average Return 11.58%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 2, 2025) 25.58%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 25.58%
Worst 3Y Total Return 2.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTMDX
Category
YTD
-0.32%
11.62%
1-Month
-2.78%
1.08%
3-Month
-0.32%
6.42%
1-Year
4.10%
36.05%
3-Year
4.44%
13.52%
5-Year
12.81%
13.44%
10-Year
7.44%
9.97%
Last Bull Market
12.53%
20.43%
Last Bear Market
-13.24%
-18.27%

Annual Total Return (%) History

Year
LTMDX
Category
2025
--
--
2024
11.77%
--
2023
15.48%
--
2022
-16.33%
--
2021
19.06%
--
2020
12.14%
15.10%
2019
25.58%
24.35%
2018
-8.90%
-8.14%

2017
20.06%
20.51%
2016
7.93%
7.93%
2015
-0.87%
-1.87%
2014
2.93%
5.35%
2013
23.40%
22.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.32% -- -- --
2024 7.03% 0.32% 6.55% -2.30%
2023 4.54% 4.16% -3.70% 10.12%
2022 -5.52% -13.24% -6.24% 8.85%
2021 5.16% 7.25% -0.25% 5.83%
2020 -21.34% 17.67% 6.97% 13.27%
2019 12.62% 3.83% 0.13% 7.26%
2018 -0.27% 1.34% 3.50% -12.91%
2017 5.32% 4.16% 4.07% 5.16%
2016 0.90% 2.69% 3.81% 0.34%

2015 3.03% 0.08% -7.19% 3.59%
2014 0.97% 3.44% -3.33% 1.94%
2013 7.92% 0.28% 7.14% 6.43%

Rank in Category (By Total Return)

YTD 36
1-Month 8
3-Month 36
1-Year 92
3-Year 96
5-Year 76

Load Adjusted Returns

1-Year 3.10%
3-Year 4.44%
5-Year 12.81%
10-Year 7.44%

Performance & Risk

YTD Return 1.21%
5y Average Return 11.58%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family MFS
Net Assets 513.55M
YTD Return -0.32%
Yield 1.59%
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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