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Mfs Lifetime 2030 Fund Class R2: (MF: MLTGX)
(NASDAQ Mutual Funds) As of Aug 27, 2025 08:00 PM ET
$16.63 USD
+0.02 (0.12%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.76 | 75 |
| 3 months | 4.61 | 75 |
| 6 months | 3.35 | 80 |
| 1 Year | 7.00 | 77 |
| 3 Year | 6.86 | 71 |
| 5 Year | 6.32 | 62 |
| 10 Year | 6.49 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.60 |
| Bull Market (2/09 - 3/21) | 396.47 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.26 |
| 5 Year | 7.15 |
| 10 Year | 6.59 |
| Since Inception | 5.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.03 | 4.55 | NA | NA |
| 2024 | 3.82 | 0.43 | 5.41 | -1.87 |
| 2023 | 3.99 | 2.36 | -3.03 | 8.37 |
| 2022 | -5.10 | -10.22 | -4.93 | 5.99 |
| 2021 | 2.34 | 5.44 | 0.10 | 3.80 |
| 2020 | -14.91 | 13.67 | 5.29 | 9.31 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.76 | 7.85 | 11.87 | -14.15 | 12.15 | 11.32 | 21.34 | -6.14 | 16.57 | 8.33 | -0.89 |
| % Total Return Rel to Index | -2.82 | -17.16 | -14.37 | 4.04 | -16.52 | -7.07 | -10.14 | -1.75 | -5.22 | -3.59 | -2.28 |
| % Total Return Rel to Peer | -1.43 | -2.06 | -1.28 | -1.18 | 0.64 | 0.63 | 4.14 | 0.35 | 3.11 | 2.06 | 1.46 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.50 | 0.33 | 0.32 | 0.68 | 0.20 | 0.25 | 0.32 | 0.32 | 0.15 | 0.16 |
| % Yield | 0.00 | 2.97 | 2.98 | 2.04 | 3.49 | 1.12 | 1.50 | 2.16 | 1.97 | 1.03 | 1.11 |
| Capital Gains ($) | 0.00 | 0.69 | 0.20 | 0.54 | 0.81 | 0.36 | 0.52 | 0.39 | 0.20 | 0.76 | 0.22 |
| Expense Ratio | 0.49 | 0.50 | 0.50 | 0.50 | 0.49 | 0.49 | 0.49 | 0.49 | 0.50 | 0.50 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%