Nasdaq - Delayed Quote USD

MFS Lifetime 2050 R6 (MFFKX)

24.03
-0.02
(-0.08%)
At close: May 23 at 8:01:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.94%
5y Average Return 12.61%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 23, 2025) 27.00%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 27.00%
Worst 3Y Total Return 3.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFFKX
Category
YTD
0.00%
11.99%
1-Month
0.04%
1.08%
3-Month
-3.55%
6.55%
1-Year
9.20%
37.09%
3-Year
8.03%
13.69%
5-Year
12.10%
13.58%
10-Year
8.60%
10.11%
Last Bull Market
13.60%
19.71%
Last Bear Market
-13.10%
-18.27%

Annual Total Return (%) History

Year
MFFKX
Category
2025
--
--
2024
13.38%
--
2023
17.01%
--
2022
-15.53%
--
2021
20.58%
--
2020
13.47%
15.25%
2019
27.00%
24.54%
2018
-7.81%
-8.41%

2017
21.37%
20.67%
2016
--
8.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.04% -- -- --
2024 7.67% 0.61% 6.99% -2.17%
2023 4.91% 4.53% -3.47% 10.54%
2022 -5.30% -13.10% -6.09% 9.30%
2021 5.44% 7.56% 0.08% 6.23%
2020 -21.13% 17.99% 7.30% 13.64%
2019 12.91% 4.18% 0.42% 7.52%
2018 0.05% 1.65% 3.78% -12.66%
2017 5.62% 4.47% 4.34% 5.42%
2016 0.57% -- -- --

Rank in Category (By Total Return)

YTD 28
1-Month 76
3-Month 55
1-Year 72
3-Year 85
5-Year 17

Load Adjusted Returns

1-Year 9.20%
3-Year 8.03%
5-Year 12.10%
10-Year 8.60%

Performance & Risk

YTD Return 3.94%
5y Average Return 12.61%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family MFS
Net Assets 558.91M
YTD Return 0.00%
Yield 2.59%
Morningstar Rating
Inception Date Sep 15, 2010

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2050. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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