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Nasdaq - Delayed Quote USD

MFS Lifetime 2025 Fund (LTTKX)

13.20
+0.01
+(0.08%)
At close: 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.62%
5y Average Return 5.89%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 18.02%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 18.02%
Worst 3Y Total Return 1.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTTKX
Category
YTD
1.54%
6.61%
1-Month
-0.90%
0.92%
3-Month
1.54%
4.66%
1-Year
5.65%
21.54%
3-Year
3.32%
10.23%
5-Year
7.22%
9.75%
10-Year
5.48%
7.82%
Last Bull Market
8.58%
16.61%
Last Bear Market
-8.26%
-14.25%

Annual Total Return (%) History

Year
LTTKX
Category
2025
--
--
2024
6.84%
--
2023
10.57%
--
2022
-12.23%
--
2021
8.73%
--
2020
10.79%
11.84%
2019
18.02%
18.25%
2018
-3.90%
-5.34%

2017
13.39%
14.67%
2016
--
6.73%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.54% -- -- --
2024 2.69% 0.60% 5.13% -1.62%
2023 3.78% 1.50% -2.34% 7.48%
2022 -4.55% -8.26% -4.19% 4.61%
2021 1.03% 4.35% 0.33% 2.80%
2020 -10.50% 11.07% 4.32% 6.84%
2019 8.24% 3.73% 1.20% 3.87%
2018 -0.23% 0.70% 2.31% -6.51%
2017 3.81% 3.02% 2.85% 3.09%
2016 -0.47% -- -- --

Rank in Category (By Total Return)

YTD 12
1-Month 1
3-Month 12
1-Year 45
3-Year 68
5-Year 84

Load Adjusted Returns

1-Year 5.65%
3-Year 3.32%
5-Year 7.22%
10-Year 5.48%

Performance & Risk

YTD Return 1.62%
5y Average Return 5.89%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family MFS
Net Assets 350.36M
YTD Return 1.54%
Yield 4.01%
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 2025. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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