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Mfs Lifetime 2030 Fund Class R4: (MF: MLTJX)
(NASDAQ Mutual Funds) As of Aug 26, 2025 08:00 PM ET
$16.97 USD
+0.02 (0.12%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.10 | 70 |
| 3 months | 4.77 | 73 |
| 6 months | 3.66 | 74 |
| 1 Year | 7.53 | 71 |
| 3 Year | 7.39 | 66 |
| 5 Year | 6.85 | 56 |
| 10 Year | 7.02 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.19 |
| Bull Market (2/09 - 3/21) | 438.38 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.82 |
| 5 Year | 7.69 |
| 10 Year | 7.12 |
| Since Inception | 6.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.14 | 4.71 | NA | NA |
| 2024 | 3.88 | 0.55 | 5.54 | -1.76 |
| 2023 | 4.13 | 2.45 | -2.84 | 8.55 |
| 2022 | -4.96 | -10.16 | -4.77 | 6.10 |
| 2021 | 2.48 | 5.58 | 0.21 | 3.94 |
| 2020 | -14.76 | 13.74 | 5.46 | 9.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.10 | 8.31 | 12.51 | -13.74 | 12.72 | 11.89 | 22.02 | -5.74 | 17.19 | 8.85 | -0.38 |
| % Total Return Rel to Index | -2.48 | -16.70 | -13.72 | 4.46 | -15.96 | -6.50 | -9.46 | -1.34 | -4.59 | -3.08 | -1.77 |
| % Total Return Rel to Peer | -1.10 | -1.60 | -0.64 | -0.77 | 1.21 | 1.21 | 4.82 | 0.75 | 3.73 | 2.57 | 1.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.59 | 0.41 | 0.40 | 0.76 | 0.30 | 0.35 | 0.40 | 0.38 | 0.21 | 0.23 |
| % Yield | 0.00 | 3.40 | 3.41 | 2.53 | 3.88 | 1.63 | 2.02 | 2.66 | 2.32 | 1.42 | 1.57 |
| Capital Gains ($) | 0.00 | 0.69 | 0.20 | 0.54 | 0.81 | 0.36 | 0.52 | 0.39 | 0.20 | 0.76 | 0.22 |
| Expense Ratio | 0.19 | 0.19 | 0.20 | 0.19 | 0.20 | 0.58 | 0.21 | 0.21 | 0.22 | 0.17 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%