Nasdaq - Delayed Quote USD

MFS Lifetime 2040 R6 (MLFKX)

20.20
-0.02
(-0.10%)
At close: May 23 at 8:01:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.54%
5y Average Return 11.79%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 23, 2025) 26.34%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 26.34%
Worst 3Y Total Return 3.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MLFKX
Category
YTD
0.15%
10.80%
1-Month
0.10%
1.06%
3-Month
-3.12%
6.14%
1-Year
9.08%
33.59%
3-Year
7.73%
12.99%
5-Year
11.42%
12.87%
10-Year
8.32%
9.72%
Last Bull Market
12.92%
19.05%
Last Bear Market
-12.73%
-17.54%

Annual Total Return (%) History

Year
MLFKX
Category
2025
--
--
2024
12.49%
--
2023
16.46%
--
2022
-15.13%
--
2021
19.07%
--
2020
13.26%
14.56%
2019
26.34%
23.19%
2018
-7.45%
-7.74%

2017
20.88%
19.52%
2016
--
7.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.05% -- -- --
2024 6.89% 0.56% 6.66% -1.89%
2023 4.73% 4.28% -3.32% 10.30%
2022 -5.22% -12.73% -5.67% 8.77%
2021 4.85% 7.22% 0.09% 5.81%
2020 -20.08% 17.36% 6.93% 12.93%
2019 12.57% 4.16% 0.54% 7.18%
2018 0.06% 1.58% 3.71% -12.21%
2017 5.53% 4.37% 4.31% 5.21%
2016 0.67% -- -- --

Rank in Category (By Total Return)

YTD 44
1-Month 71
3-Month 78
1-Year 69
3-Year 64
5-Year 14

Load Adjusted Returns

1-Year 9.08%
3-Year 7.73%
5-Year 11.42%
10-Year 8.32%

Performance & Risk

YTD Return 3.54%
5y Average Return 11.79%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family MFS
Net Assets 769.7M
YTD Return 0.15%
Yield 2.96%
Morningstar Rating
Inception Date Sep 29, 2005

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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