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Mfs Lifetime 2030 Fund Class A: (MF: MLTAX)
(NASDAQ Mutual Funds) As of Aug 26, 2025 08:00 PM ET
$16.77 USD
+0.02 (0.12%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.90 | 73 |
| 3 months | 4.69 | 74 |
| 6 months | 3.51 | 77 |
| 1 Year | 7.22 | 74 |
| 3 Year | 7.12 | 68 |
| 5 Year | 6.59 | 59 |
| 10 Year | 6.76 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.43 |
| Bull Market (2/09 - 3/21) | 417.06 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 3.64 |
| 5 Year | 6.23 |
| 10 Year | 6.26 |
| Since Inception | 5.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.09 | 4.63 | NA | NA |
| 2024 | 3.92 | 0.43 | 5.48 | -1.78 |
| 2023 | 4.10 | 2.33 | -2.93 | 8.46 |
| 2022 | -5.00 | -10.24 | -4.81 | 6.04 |
| 2021 | 2.38 | 5.51 | 0.16 | 3.89 |
| 2020 | -14.85 | 13.68 | 5.37 | 9.43 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.90 | 8.14 | 12.16 | -13.95 | 12.41 | 11.62 | 21.72 | -5.95 | 16.92 | 8.57 | -0.70 |
| % Total Return Rel to Index | -2.67 | -16.87 | -14.08 | 4.25 | -16.26 | -6.77 | -9.76 | -1.56 | -4.87 | -3.36 | -2.09 |
| % Total Return Rel to Peer | -1.29 | -1.77 | -0.99 | -0.98 | 0.91 | 0.94 | 4.52 | 0.53 | 3.46 | 2.29 | 1.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.55 | 0.39 | 0.36 | 0.73 | 0.27 | 0.31 | 0.36 | 0.36 | 0.18 | 0.19 |
| % Yield | 0.00 | 3.20 | 3.21 | 2.31 | 3.73 | 1.46 | 1.82 | 2.41 | 2.17 | 1.22 | 1.35 |
| Capital Gains ($) | 0.00 | 0.69 | 0.20 | 0.54 | 0.81 | 0.36 | 0.52 | 0.39 | 0.20 | 0.76 | 0.22 |
| Expense Ratio | 0.24 | 0.25 | 0.25 | 0.25 | 0.24 | 0.24 | 0.23 | 0.23 | 0.25 | 0.24 | 0.24 |
* 1 = Top 20%, 5 = Bottom 20%