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MFS Lifetime 2055 R1 (LFIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.84-0.03 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.65%
5-year average return9.20%
Number of years up8
Number of years down3
Best 1-yr total return (20 May 2024)25.50%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return25.50%
Worst 3-yr total return3.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLFIRXCategory
YTD3.45%12.13%
1-month-3.62%1.09%
3-month3.45%6.61%
1-year13.34%37.63%
3-year2.68%13.82%
5-year7.68%13.76%
10-year7.20%10.29%
Last bull market22.02%19.35%
Last bear market-13.34%-17.99%

Annual total return (%) history

Year
LFIRXCategory
2024
N/AN/A
2023
15.71%N/A
2022
-16.49%N/A
2021
19.25%N/A
2020
12.20%15.47%
2019
25.50%24.91%
2018
-8.84%-8.44%
2017
19.90%21.08%
2016
7.93%8.00%
2015
-0.85%-1.71%
2014
2.92%5.49%
2013
23.58%23.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
20234.63%4.25%-3.73%10.20%
2022-5.57%-13.34%-6.38%9.01%
20215.16%7.29%-0.19%5.90%
2020-21.30%17.64%6.98%13.30%
201912.58%3.86%0.13%7.20%
2018-0.26%1.38%3.49%-12.88%
20175.30%4.08%4.13%5.06%
20160.89%2.72%3.82%0.31%
20153.01%0.08%-7.14%3.57%
20140.97%3.43%-3.32%1.94%
20138.03%0.46%7.03%6.39%

Rank in category (by total return)

YTD54
1-month38
3-month48
1-year88
3-year65
5-year86

Load adjusted returns

1-year13.34%
3-year2.68%
5-year7.68%
10-year7.20%