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MFS Lifetime 2055 I (LFIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.15-0.01 (-0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.79%
5-year average return8.74%
Number of years up9
Number of years down2
Best 1-yr total return (29 Apr 2024)26.75%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return26.75%
Worst 3-yr total return4.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLFIIXCategory
YTD7.58%12.13%
1-month3.71%1.09%
3-month7.58%6.61%
1-year19.92%37.63%
3-year6.61%13.82%
5-year10.20%13.76%
10-year8.61%10.29%
Last bull market36.03%19.35%
Last bear market-13.15%-17.99%

Annual total return (%) history

Year
LFIIXCategory
2024
N/AN/A
2023
16.84%N/A
2022
-15.60%N/A
2021
20.39%N/A
2020
13.28%15.47%
2019
26.75%24.91%
2018
-7.90%-8.44%
2017
21.18%21.08%
2016
8.61%8.00%
2015
0.08%-1.71%
2014
4.00%5.49%
2013
24.80%23.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.58%N/AN/AN/A
20234.83%4.49%-3.46%10.50%
2022-5.28%-13.15%-6.13%9.30%
20215.40%7.58%0.00%6.17%
2020-21.16%17.97%7.26%13.55%
201912.85%4.08%0.37%7.52%
20180.00%1.62%3.77%-12.67%
20175.59%4.43%4.31%5.36%
20161.13%2.96%4.12%0.16%
20153.16%0.38%-6.94%3.85%
20141.29%3.58%-2.99%2.19%
20138.33%0.64%7.36%6.62%

Rank in category (by total return)

YTD48
1-month2
3-month48
1-year76
3-year11
5-year33

Load adjusted returns

1-year19.92%
3-year6.61%
5-year10.20%
10-year8.61%