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MFS Lifetime 2035 C (LFECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.67+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.90%
5-year average return6.46%
Number of years up8
Number of years down3
Best 1-yr total return (29 Apr 2024)23.86%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return23.86%
Worst 3-yr total return3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLFECXCategory
YTD5.32%9.49%
1-month2.81%1.04%
3-month5.32%5.73%
1-year14.87%29.95%
3-year4.10%12.29%
5-year7.76%12.13%
10-year6.75%9.24%
Last bull market29.76%19.43%
Last bear market-12.13%-17.22%

Annual total return (%) history

Year
LFECXCategory
2024
N/AN/A
2023
13.76%N/A
2022
-15.72%N/A
2021
16.05%N/A
2020
11.75%14.04%
2019
23.86%22.04%
2018
-7.96%-7.04%
2017
18.25%18.43%
2016
8.03%7.57%
2015
-1.09%-1.76%
2014
2.93%5.24%
2013
22.39%20.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.32%N/AN/AN/A
20234.29%3.27%-3.42%9.36%
2022-5.49%-12.13%-5.56%7.45%
20213.89%6.52%-0.11%4.98%
2020-19.20%16.32%6.33%11.83%
201911.65%3.89%0.33%6.43%
2018-0.28%1.04%3.29%-11.57%
20175.02%3.72%3.81%4.58%
20161.09%2.82%3.71%0.22%
20152.83%0.08%-7.00%3.34%
20141.06%3.32%-3.14%1.77%
20137.63%0.18%6.89%6.18%

Rank in category (by total return)

YTD58
1-month27
3-month58
1-year81
3-year35
5-year69

Load adjusted returns

1-year13.87%
3-year4.10%
5-year7.76%
10-year6.75%