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Nasdaq - Delayed Quote USD

MFS Lifetime 2040 C (MLFCX)

17.77
-0.36
(-1.99%)
As of 8:06:38 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.78%
5y Average Return 9.51%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 10, 2025) 24.94%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 24.94%
Worst 3Y Total Return 2.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MLFCX
Category
YTD
-0.21%
10.80%
1-Month
-2.64%
1.06%
3-Month
-0.21%
6.14%
1-Year
4.09%
33.59%
3-Year
4.30%
12.99%
5-Year
12.15%
12.87%
10-Year
7.21%
9.72%
Last Bull Market
12.12%
19.05%
Last Bear Market
-12.99%
-17.54%

Annual Total Return (%) History

Year
MLFCX
Category
2025
--
--
2024
11.20%
--
2023
15.13%
--
2022
-16.10%
--
2021
17.71%
--
2020
12.01%
14.56%
2019
24.94%
23.19%
2018
-8.50%
-7.74%

2017
19.56%
19.52%
2016
8.00%
7.95%
2015
-0.94%
-1.99%
2014
2.94%
5.25%
2013
23.35%
19.97%
2012
16.08%
14.64%
2011
-4.87%
-3.49%
2010
17.17%
14.37%
2009
32.97%
30.90%
2008
-40.77%
-37.94%
2007
8.46%
6.21%
2006
12.50%
14.67%
2005
--
7.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.21% -- -- --
2024 6.61% 0.26% 6.34% -2.17%
2023 4.43% 3.94% -3.56% 9.98%
2022 -5.53% -12.99% -5.87% 8.43%
2021 4.49% 6.97% -0.20% 5.52%
2020 -20.34% 17.07% 6.65% 12.62%
2019 12.25% 3.89% 0.25% 6.87%
2018 -0.25% 1.25% 3.46% -12.44%
2017 5.23% 4.07% 4.05% 4.92%
2016 0.96% 2.64% 3.86% 0.35%

2015 3.00% 0.14% -7.28% 3.58%
2014 1.02% 3.39% -3.35% 1.97%
2013 7.86% 0.33% 7.10% 6.42%
2012 11.66% -4.25% 6.47% 1.98%
2011 4.46% 0.56% -15.70% 7.43%
2010 4.40% -9.61% 12.66% 10.21%
2009 -8.57% 18.74% 17.14% 4.55%
2008 -9.36% 0.75% -13.89% -24.68%
2007 2.97% 6.02% 1.28% -1.91%
2006 6.15% -4.05% 2.40% 7.87%
2005 2.73% -- -- --

Rank in Category (By Total Return)

YTD 55
1-Month 15
3-Month 55
1-Year 93
3-Year 86
5-Year 71

Load Adjusted Returns

1-Year 3.09%
3-Year 4.30%
5-Year 12.15%
10-Year 7.21%

Performance & Risk

YTD Return -5.78%
5y Average Return 9.51%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family MFS
Net Assets 767.86M
YTD Return -0.21%
Yield 1.86%
Morningstar Rating
Inception Date Sep 29, 2005

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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