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Mfs Lifetime 2030 Fund Class R3: (MF: MLTHX)
(NASDAQ Mutual Funds) As of Aug 26, 2025 08:00 PM ET
$16.71 USD
+0.02 (0.12%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.93 | 73 |
| 3 months | 4.71 | 74 |
| 6 months | 3.46 | 78 |
| 1 Year | 7.22 | 74 |
| 3 Year | 7.11 | 68 |
| 5 Year | 6.58 | 59 |
| 10 Year | 6.75 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.47 |
| Bull Market (2/09 - 3/21) | 417.51 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.54 |
| 5 Year | 7.42 |
| 10 Year | 6.85 |
| Since Inception | 6.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.09 | 4.65 | NA | NA |
| 2024 | 3.87 | 0.49 | 5.44 | -1.81 |
| 2023 | 4.04 | 2.41 | -2.94 | 8.47 |
| 2022 | -5.07 | -10.22 | -4.83 | 6.06 |
| 2021 | 2.45 | 5.47 | 0.21 | 3.89 |
| 2020 | -14.83 | 13.72 | 5.38 | 9.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.93 | 8.07 | 12.18 | -13.98 | 12.50 | 11.60 | 21.70 | -6.01 | 16.98 | 8.58 | -0.71 |
| % Total Return Rel to Index | -2.65 | -16.94 | -14.06 | 4.21 | -16.17 | -6.79 | -9.78 | -1.62 | -4.80 | -3.35 | -2.09 |
| % Total Return Rel to Peer | -1.27 | -1.84 | -0.97 | -1.02 | 1.00 | 0.91 | 4.50 | 0.48 | 3.52 | 2.30 | 1.64 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.54 | 0.38 | 0.36 | 0.73 | 0.27 | 0.31 | 0.36 | 0.36 | 0.18 | 0.19 |
| % Yield | 0.00 | 3.19 | 3.20 | 2.32 | 3.72 | 1.47 | 1.82 | 2.44 | 2.19 | 1.21 | 1.34 |
| Capital Gains ($) | 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 | 0.25 | 0.25 | 0.24 | 0.24 | 0.25 | 0.25 | 0.25 |
* 1 = Top 20%, 5 = Bottom 20%