Nasdaq - Delayed Quote USD
MFS Lifetime 2040 R3 (MLFHX)
19.31
+0.05
+(0.26%)
As of 8:06:39 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.26% |
| 5y Average Return | 11.51% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (May 1, 2025) | 25.85% |
| Worst 1Y Total Return (May 1, 2025) | -- |
| Best 3Y Total Return | 25.85% |
| Worst 3Y Total Return | 3.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MLFHX
Category
- YTD
- -0.05%
- 10.80%
- 1-Month
- -2.63%
- 1.06%
- 3-Month
- -0.05%
- 6.14%
- 1-Year
- 4.84%
- 33.59%
- 3-Year
- 5.08%
- 12.99%
- 5-Year
- 12.98%
- 12.87%
- 10-Year
- 8.01%
- 9.72%
- Last Bull Market
- 12.66%
- 19.05%
- Last Bear Market
- -12.77%
- -17.54%
Annual Total Return (%) History
Year
MLFHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.05% | -- | -- | -- |
| 2024 | 6.87% | 0.47% | 6.55% | -2.01% |
| 2023 | 4.72% | 4.09% | -3.36% | 10.11% |
| 2022 | -5.33% | -12.77% | -5.80% | 8.64% |
| 2021 | 4.74% | 7.15% | 0.00% | 5.70% |
| 2020 | -20.14% | 17.23% | 6.88% | 12.78% |
| 2019 | 12.53% | 4.00% | 0.42% | 7.08% |
| 2018 | -0.06% | 1.47% | 3.63% | -12.28% |
| 2017 | 5.50% | 4.27% | 4.22% | 5.10% |
| 2016 | 1.09% | 2.88% | 4.06% | 0.46% |
| 2015 | 3.16% | 0.27% | -7.07% | 3.82% |
| 2014 | 1.15% | 3.62% | -3.15% | 2.21% |
| 2013 | 8.11% | 0.49% | 7.38% | 6.56% |
| 2012 | 11.91% | -4.09% | 6.64% | 2.13% |
| 2011 | 4.60% | 0.73% | -15.56% | 7.70% |
| 2010 | 4.58% | -9.40% | 12.85% | 10.45% |
| 2009 | -8.24% | 18.75% | 17.54% | 4.69% |
| 2008 | -9.13% | 0.93% | -13.73% | -24.66% |
| 2007 | 3.14% | 6.09% | 1.52% | -1.76% |
| 2006 | 6.35% | -3.95% | 2.68% | 7.96% |
| 2005 | 2.88% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 14 |
| 3-Month | 40 |
| 1-Year | 81 |
| 3-Year | 59 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 4.84% |
| 3-Year | 5.08% |
| 5-Year | 12.98% |
| 10-Year | 8.01% |
Performance & Risk
| YTD Return | 0.26% |
| 5y Average Return | 11.51% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | MFS |
| Net Assets | 767.86M |
| YTD Return | -0.05% |
| Yield | 2.60% |
| 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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