MFS Lifetime 2045 Fund (LTMKX)
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2045; 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 2045. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
Fund Info
US55279J6762
Nov 1, 2012
$0
Large-Cap
Blend
Expense Ratio
LTMKX has an expense ratio of 0.00%, meaning no management fees are charged.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MFS Lifetime 2045 Fund (LTMKX) returned 4.71% year-to-date (YTD) and 10.64% over the past 12 months. Over the past 10 years, LTMKX returned 8.84% annually, underperforming the S&P 500 benchmark at 10.84%.
LTMKX
4.71%
4.87%
1.25%
10.64%
8.86%
11.74%
8.84%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of LTMKX, 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 | 3.52% | -0.80% | -2.67% | 0.05% | 4.71% | 4.71% | |||||||
| 2024 | 0.11% | 3.56% | 3.54% | -3.48% | 3.76% | 0.41% | 2.89% | 1.90% | 1.87% | -2.03% | 3.79% | -3.72% | 12.90% |
| 2023 | 6.92% | -3.12% | 1.21% | 1.02% | -2.08% | 5.52% | 3.05% | -2.23% | -4.11% | -2.86% | 7.90% | 5.26% | 16.64% |
| 2022 | -4.84% | -1.99% | 1.55% | -6.16% | 0.79% | -8.07% | 7.21% | -3.84% | -8.81% | 6.12% | 6.98% | -3.94% | -15.58% |
| 2021 | -0.50% | 2.78% | 3.03% | 4.73% | 1.50% | 1.14% | 1.51% | 2.26% | -3.62% | 4.49% | -2.66% | 4.30% | 20.23% |
| 2020 | -1.10% | -7.11% | -14.18% | 9.78% | 5.16% | 2.15% | 5.07% | 4.38% | -2.22% | -1.66% | 10.29% | 4.75% | 13.28% |
| 2019 | 8.43% | 2.89% | 1.20% | 3.11% | -4.55% | 5.78% | 0.38% | -1.64% | 1.67% | 2.02% | 2.36% | 2.95% | 26.85% |
| 2018 | 4.42% | -3.85% | -0.39% | 0.40% | 1.31% | -0.06% | 2.21% | 1.40% | 0.13% | -7.38% | 1.22% | -6.88% | -7.93% |
| 2017 | 2.32% | 2.50% | 0.66% | 1.62% | 2.09% | 0.64% | 1.97% | 0.48% | 1.85% | 2.09% | 1.78% | 1.41% | 21.21% |
| 2016 | -4.49% | -0.77% | 6.72% | 1.37% | 1.35% | 0.24% | 3.45% | 0.08% | 0.53% | -2.03% | 1.15% | 1.70% | 9.26% |
| 2015 | -1.27% | 5.22% | -0.61% | 1.00% | 0.76% | -1.43% | 1.30% | -5.36% | -2.95% | 6.00% | -0.08% | -1.98% | 0.04% |
| 2014 | -3.22% | 4.99% | -0.32% | -0.08% | 1.99% | 1.72% | -2.15% | 2.35% | -3.22% | 2.06% | 1.40% | -1.15% | 4.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LTMKX is 59, 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 2045 Fund (LTMKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MFS Lifetime 2045 Fund provided a 4.79% dividend yield over the last twelve months, with an annual payout of $0.97 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.97 | $0.97 | $0.59 | $1.03 | $1.67 | $0.45 | $0.65 | $0.55 | $0.49 | $0.46 | $0.39 | $0.30 |
Dividend yield | 4.79% | 5.02% | 3.26% | 6.45% | 8.35% | 2.47% | 3.95% | 4.12% | 3.21% | 3.60% | 3.16% | 2.35% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Lifetime 2045 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 | $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 | $0.97 | $0.97 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $1.03 |
| 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 | $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 | $0.45 | $0.45 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.65 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2014 | $0.30 | $0.30 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Lifetime 2045 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 2045 Fund was 32.78%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The current MFS Lifetime 2045 Fund drawdown is 0.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.78% | Feb 20, 2020 | 23 | Mar 23, 2020 | 113 | Sep 1, 2020 | 136 |
| -22.91% | Nov 17, 2021 | 229 | Oct 14, 2022 | 331 | Feb 9, 2024 | 560 |
| -16.93% | Aug 30, 2018 | 80 | Dec 24, 2018 | 75 | Apr 12, 2019 | 155 |
| -15.56% | May 22, 2015 | 183 | Feb 11, 2016 | 106 | Jul 14, 2016 | 289 |
| -13.73% | Feb 19, 2025 | 35 | Apr 8, 2025 | 27 | May 16, 2025 | 62 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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