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MFS Lifetime 2035 R3 (LFETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.26+0.13 (+0.76%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.79%
5-year average return7.58%
Number of years up8
Number of years down3
Best 1-yr total return (2 May 2024)24.85%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return24.85%
Worst 3-yr total return3.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLFETXCategory
YTD2.16%9.49%
1-month-3.19%1.04%
3-month2.04%5.73%
1-year11.14%29.95%
3-year2.33%12.29%
5-year7.27%12.13%
10-year7.21%9.24%
Last bull market18.51%19.43%
Last bear market-12.00%-17.22%

Annual total return (%) history

Year
LFETXCategory
2024
N/AN/A
2023
14.56%N/A
2022
-15.02%N/A
2021
16.90%N/A
2020
12.59%14.04%
2019
24.85%22.04%
2018
-7.30%-7.04%
2017
19.12%18.43%
2016
8.89%7.57%
2015
-0.41%-1.76%
2014
3.75%5.24%
2013
23.29%20.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.53%N/AN/AN/A
20234.43%3.47%-3.29%9.63%
2022-5.25%-12.00%-5.34%7.67%
20214.07%6.71%0.10%5.15%
2020-19.05%16.51%6.58%12.02%
201911.92%4.05%0.53%6.64%
2018-0.07%1.23%3.52%-11.48%
20175.22%3.98%3.97%4.72%
20161.33%2.95%3.98%0.38%
20153.05%0.23%-6.75%3.40%
20141.30%3.46%-2.95%2.01%
20137.93%0.28%7.14%6.33%

Rank in category (by total return)

YTD37
1-month23
3-month42
1-year58
3-year11
5-year22

Load adjusted returns

1-year11.14%
3-year2.33%
5-year7.27%
10-year7.21%