MFS Lifetime 2055 Fund (LFIIX)
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2055; 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 2055. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
Fund Info
| ISIN | US55279J5855 |
|---|---|
| CUSIP | 55279J585 |
| Issuer | MFS |
| Inception Date | Nov 1, 2012 |
| Category | Target Retirement Date |
| Min. Investment | $0 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
LFIIX 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 2055 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 2055 Fund had a return of 5.69% year-to-date (YTD) and 18.85% in the last 12 months. Over the past 10 years, MFS Lifetime 2055 Fund had an annualized return of 8.63%, while the S&P 500 had an annualized return of 10.64%, indicating that MFS Lifetime 2055 Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.69% | 7.50% |
| 1 month | -1.22% | -1.61% |
| 6 months | 15.79% | 17.65% |
| 1 year | 18.85% | 26.26% |
| 5 years (annualized) | 9.10% | 11.73% |
| 10 years (annualized) | 8.63% | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.05% | 3.68% | 3.71% | -3.52% | ||||||||
| 2023 | -2.95% | 8.04% | 5.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LFIIX is 69, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
MFS Lifetime 2055 Fund(LFIIX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Lifetime 2055 Fund (LFIIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Lifetime 2055 Fund granted a 3.37% dividend yield in the last twelve months. The annual payout for that period amounted to $0.66 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.66 | $1.04 | $1.67 | $0.43 | $0.63 | $0.48 | $0.41 | $0.35 | $0.33 | $0.46 | $0.32 |
Dividend yield | 3.37% | 3.56% | 6.36% | 8.07% | 2.32% | 3.79% | 3.50% | 2.69% | 2.70% | 2.71% | 3.61% | 2.57% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Lifetime 2055 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 |
| 2013 | $0.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Lifetime 2055 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 2055 Fund was 32.79%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The current MFS Lifetime 2055 Fund drawdown is 1.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.79% | Feb 20, 2020 | 23 | Mar 23, 2020 | 113 | Sep 1, 2020 | 136 |
| -23.17% | Nov 17, 2021 | 229 | Oct 14, 2022 | 299 | Dec 22, 2023 | 528 |
| -16.97% | Aug 30, 2018 | 80 | Dec 24, 2018 | 75 | Apr 12, 2019 | 155 |
| -15.43% | May 22, 2015 | 183 | Feb 11, 2016 | 104 | Jul 12, 2016 | 287 |
| -8.58% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
Volatility
Volatility Chart
The current MFS Lifetime 2055 Fund volatility is 3.49%, 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.