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Mfs Lifetime 2030 Fund Class B: (MF: MLTBX)
(NASDAQ Mutual Funds) As of Aug 28, 2025 08:00 PM ET
$16.70 USD
+0.02 (0.12%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.53 | 78 |
| 3 months | 4.52 | 76 |
| 6 months | 3.14 | 82 |
| 1 Year | 6.46 | 81 |
| 3 Year | 6.33 | 77 |
| 5 Year | 5.80 | 68 |
| 10 Year | 5.96 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.94 |
| Bull Market (2/09 - 3/21) | 357.66 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 4.37 |
| 5 Year | 6.19 |
| 10 Year | 6.06 |
| Since Inception | 5.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.90 | 4.46 | NA | NA |
| 2024 | 3.69 | 0.31 | 5.29 | -2.05 |
| 2023 | 3.85 | 2.16 | -3.10 | 8.25 |
| 2022 | -5.23 | -10.38 | -5.02 | 5.89 |
| 2021 | 2.29 | 5.23 | 0.00 | 3.71 |
| 2020 | -15.01 | 13.49 | 5.19 | 9.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.53 | 7.28 | 11.28 | -14.58 | 11.65 | 10.73 | 20.74 | -6.60 | 16.03 | 7.75 | -1.44 |
| % Total Return Rel to Index | -3.04 | -17.74 | -14.95 | 3.62 | -17.02 | -7.66 | -10.74 | -2.21 | -5.76 | -4.17 | -2.83 |
| % Total Return Rel to Peer | -1.66 | -2.63 | -1.87 | -1.61 | 0.14 | 0.04 | 3.54 | -0.10 | 2.57 | 1.48 | 0.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.33 | 0.24 | 0.21 | 0.56 | 0.13 | 0.18 | 0.24 | 0.24 | 0.07 | 0.09 |
| % Yield | 0.00 | 1.97 | 1.98 | 1.34 | 2.92 | 0.71 | 1.05 | 1.65 | 1.49 | 0.50 | 0.64 |
| Capital Gains ($) | 0.00 | 0.69 | 0.20 | 0.54 | 0.81 | 0.36 | 0.52 | 0.39 | 0.20 | 0.76 | 0.22 |
| Expense Ratio | 0.99 | 1.00 | 1.00 | 1.00 | 0.99 | 0.99 | 0.99 | 0.99 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%