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MFS Lifetime 2055 A (LFIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.98+0.12 (+0.60%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.35%
5-Year Average Return10.07%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (May 23, 2024)26.47%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return26.47%
Worst 3-Yr Total Return4.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLFIAXCategory
YTD3.69%12.13%
1-Month-3.58%1.09%
3-Month3.63%6.61%
1-Year14.17%37.63%
3-Year3.46%13.82%
5-Year8.48%13.76%
10-Year8.01%10.29%
Last Bull Market22.37%19.35%
Last Bear Market-13.17%-17.99%

Annual Total Return (%) History

Year
LFIAXCategory
2024
N/AN/A
2023
16.51%N/A
2022
-15.82%N/A
2021
20.13%N/A
2020
13.05%15.47%
2019
26.47%24.91%
2018
-8.21%-8.44%
2017
20.93%21.08%
2016
8.74%8.00%
2015
-0.20%-1.71%
2014
3.76%5.49%
2013
24.52%23.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.54%N/AN/AN/A
20234.77%4.44%-3.58%10.43%
2022-5.38%-13.17%-6.20%9.24%
20215.35%7.49%-0.05%6.14%
2020-21.17%17.91%7.14%13.53%
201912.85%4.01%0.31%7.42%
2018-0.13%1.62%3.64%-12.74%
20175.51%4.35%4.31%5.29%
20161.14%2.89%3.98%0.50%
20153.16%0.23%-6.96%3.74%
20141.13%3.59%-3.08%2.19%
20138.23%0.64%7.28%6.57%

Rank In Category (By Total Return)

YTD42
1-Month30
3-Month39
1-Year78
3-Year17
5-Year47

Load Adjusted Returns

1-Year7.61%
3-Year1.44%
5-Year7.20%
10-Year7.37%