MFS Lifetime 2035 Fund (LFEDX)
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2035; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2035. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
Fund Info
US55279J7679
55279J767
Nov 1, 2012
$0
Large-Cap
Blend
Expense Ratio
LFEDX has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Lifetime 2035 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Lifetime 2035 Fund had a return of 3.67% year-to-date (YTD) and 10.26% in the last 12 months. Over the past 10 years, MFS Lifetime 2035 Fund had an annualized return of 5.97%, while the S&P 500 had an annualized return of 11.29%, indicating that MFS Lifetime 2035 Fund did not perform as well as the benchmark.
LFEDX
3.67%
2.03%
2.44%
10.26%
5.39%
5.97%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of LFEDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.81% | 3.67% | |||||||||||
| 2024 | 0.12% | 2.52% | 2.87% | -3.13% | 3.17% | 0.51% | 2.66% | 1.71% | 1.68% | -1.87% | 3.21% | -5.24% | 8.08% |
| 2023 | 6.10% | -2.84% | 1.43% | 0.83% | -1.72% | 4.47% | 2.35% | -1.76% | -3.76% | -2.43% | 7.09% | 4.23% | 14.09% |
| 2022 | -4.34% | -1.90% | 1.03% | -5.71% | 0.66% | -7.20% | 6.48% | -3.49% | -7.87% | 5.08% | 6.00% | -6.88% | -18.01% |
| 2021 | -0.46% | 2.16% | 2.46% | 4.30% | 1.28% | 1.11% | 1.52% | 1.96% | -3.23% | 3.81% | -2.21% | 0.51% | 13.73% |
| 2020 | -0.70% | -6.11% | -13.16% | 9.08% | 4.85% | 1.93% | 4.88% | 3.87% | -2.11% | -1.40% | 9.14% | 2.97% | 11.52% |
| 2019 | 7.85% | 2.57% | 1.18% | 2.89% | -3.94% | 5.36% | 0.53% | -1.25% | 1.40% | 1.77% | 2.13% | 0.72% | 22.81% |
| 2018 | 3.97% | -3.43% | -0.41% | 0.27% | 1.09% | -0.07% | 2.10% | 1.19% | 0.26% | -6.66% | 1.12% | -7.63% | -8.52% |
| 2017 | 2.29% | 2.32% | 0.60% | 1.50% | 1.92% | 0.58% | 1.80% | 0.50% | 1.69% | 1.80% | 1.64% | 0.62% | 18.68% |
| 2016 | -4.15% | -0.61% | 6.44% | 1.39% | 1.21% | 0.40% | 3.25% | 0.15% | 0.54% | -1.83% | 0.86% | -1.22% | 6.23% |
| 2015 | -1.20% | 4.94% | -0.62% | 1.01% | 0.69% | -1.38% | 1.16% | -5.05% | -2.90% | 5.73% | -0.16% | -3.68% | -1.99% |
| 2014 | -3.01% | 4.78% | -0.32% | -0.08% | 2.01% | 1.65% | -2.01% | 2.29% | -3.17% | 2.00% | 1.41% | 0.40% | 5.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LFEDX is 66, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Lifetime 2035 Fund (LFEDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Lifetime 2035 Fund provided a 3.11% dividend yield over the last twelve months, with an annual payout of $0.56 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.56 | $0.56 | $0.37 | $0.41 | $0.91 | $0.27 | $0.32 | $0.36 | $0.40 | $0.18 | $0.19 | $0.51 |
Dividend yield | 3.11% | 3.22% | 2.24% | 2.78% | 4.86% | 1.54% | 2.04% | 2.75% | 2.76% | 1.40% | 1.54% | 4.06% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Lifetime 2035 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2014 | $0.51 | $0.51 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Lifetime 2035 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Lifetime 2035 Fund was 30.30%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.
The current MFS Lifetime 2035 Fund drawdown is 2.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.3% | Feb 20, 2020 | 23 | Mar 23, 2020 | 109 | Aug 26, 2020 | 132 |
| -23.67% | Nov 10, 2021 | 234 | Oct 14, 2022 | 466 | Aug 23, 2024 | 700 |
| -16.33% | May 22, 2015 | 183 | Feb 11, 2016 | 126 | Aug 11, 2016 | 309 |
| -15.28% | Jan 29, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
| -7.98% | Jul 7, 2014 | 72 | Oct 15, 2014 | 52 | Dec 30, 2014 | 124 |
Volatility
Volatility Chart
The current MFS Lifetime 2035 Fund volatility is 1.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.