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MFS Lifetime 2035 R4 (LFEUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.42+0.13 (+0.75%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.88%
5-year average return7.85%
Number of years up8
Number of years down3
Best 1-yr total return (2 May 2024)25.15%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return25.15%
Worst 3-yr total return4.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLFEUXCategory
YTD2.27%9.49%
1-month-3.16%1.04%
3-month2.08%5.73%
1-year11.45%29.95%
3-year2.58%12.29%
5-year7.54%12.13%
10-year7.49%9.24%
Last bull market18.61%19.43%
Last bear market-11.92%-17.22%

Annual total return (%) history

Year
LFEUXCategory
2024
N/AN/A
2023
14.86%N/A
2022
-14.81%N/A
2021
17.18%N/A
2020
12.90%14.04%
2019
25.15%22.04%
2018
-7.08%-7.04%
2017
19.48%18.43%
2016
9.08%7.57%
2015
-0.11%-1.76%
2014
4.04%5.24%
2013
23.47%20.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.61%N/AN/AN/A
20234.53%3.51%-3.20%9.67%
2022-5.22%-11.92%-5.30%7.75%
20214.17%6.73%0.21%5.18%
2020-18.98%16.59%6.61%12.11%
201911.96%4.18%0.59%6.66%
20180.00%1.30%3.50%-11.38%
20175.29%4.05%4.03%4.83%
20161.33%3.11%3.97%0.42%
20153.12%0.31%-6.74%3.54%
20141.38%3.53%-2.87%2.05%
20137.93%0.37%7.14%6.39%

Rank in category (by total return)

YTD33
1-month20
3-month38
1-year51
3-year9
5-year14

Load adjusted returns

1-year11.45%
3-year2.58%
5-year7.54%
10-year7.49%