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MLTJX: MFS LIFETIME 2030 FUND R4 (MUTUAL FUND)
Basic Info 16.71 0(0.0%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 09/29/2005 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 8.81% |
| Expenses | 0.51% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 3.4 | 10.3 | 10.1 | 3.1 | 6.8 | 7.0 | 6.3 | 6.3 | 10.8 | 8.3 | 12.5 | -16.9 | 7.8 | 9.6 | 22.0 | -5.7 | 17.2 | 8.9 | -0.4 | 4.1 | 21.5 | 16.5 | -2.7 | 17.6 | 33.2 | -38.4 | 9.8 | 13.1 | 2.4 |
| Sharpe Ratio | NA | 0.89 | 1.44 | 1.05 | 0.06 | 0.5 | NA | NA | 0.34 | 1.2 | 0.8 | 1.22 | -1.35 | 0.91 | 0.46 | 2.92 | -0.73 | 3.54 | 0.84 | -0.04 | 0.48 | 2.41 | 1.49 | -0.13 | 1.1 | 1.36 | -1.05 | 0.44 | 0.82 | 0.63 |
| Draw Down(%) | NA | 4.5 | 4.5 | 7.0 | 22.8 | 25.2 | NA | NA | 53.0 | 6.4 | 3.2 | 7.0 | 19.0 | 4.7 | 25.2 | 3.4 | 12.8 | 1.5 | 8.5 | 10.1 | 7.3 | 6.4 | 9.4 | 18.3 | 12.2 | 23.2 | 49.0 | 10.2 | 12.5 | 4.8 |
| Standard Deviation(%) | NA | 6.4 | 5.3 | 6.5 | 8.7 | 10.2 | NA | NA | 14.9 | 6.6 | 5.9 | 7.4 | 13.6 | 8.6 | 20.2 | 7.0 | 9.7 | 4.7 | 10.3 | 10.9 | 8.5 | 8.9 | 11.1 | 20.5 | 16.0 | 24.3 | 37.4 | 15.2 | 11.8 | 11.1 |
| Treynor Ratio | NA | 0.09 | 0.12 | 0.1 | 0.01 | 0.06 | NA | NA | 0.05 | 0.12 | 0.06 | 0.11 | -0.21 | 0.09 | 0.1 | 0.22 | -0.08 | 0.17 | 0.09 | 0.0 | 0.04 | 0.21 | 0.16 | -0.03 | 0.17 | 0.32 | -0.37 | 0.06 | 0.08 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.02 | 0.01 | -0.01 | NA |
| Beta | NA | 0.61 | 0.62 | 0.69 | 0.78 | 0.86 | NA | NA | 0.99 | 0.65 | 0.73 | 0.84 | 0.85 | 0.83 | 0.92 | 0.93 | 0.94 | 0.99 | 0.96 | 1.01 | 1.03 | 1.0 | 1.04 | 1.05 | 1.01 | 1.02 | 1.07 | 1.08 | 1.23 | NA |
| RSquared | NA | 0.95 | 0.93 | 0.93 | 0.87 | 0.92 | NA | NA | 0.93 | 0.94 | 0.94 | 0.95 | 0.91 | 0.66 | 0.97 | 0.97 | 0.98 | 0.93 | 0.92 | 0.98 | 0.98 | 0.98 | 0.97 | 0.97 | 0.94 | 0.95 | 0.97 | 0.98 | 0.55 | 0.0 |
| Yield(%) | N/A | 0.0 | 8.8 | 7.3 | 4.8 | 5.6 | 5.7 | 5.2 | N/A | 9.1 | 8.2 | 4.3 | 2.3 | 4.5 | 1.9 | 6.3 | 5.1 | 4.3 | 7.4 | 3.2 | 1.9 | 1.9 | 1.8 | 2.2 | 1.9 | 2.8 | 2.6 | 6.0 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 12.2 | 125.8 | 27.2 | 182.1 | N/A | N/A | N/A | 12.2 | 107.8 | 53.1 | -47.6 | 151.3 | -65.1 | 10.6 | 34.8 | -40.2 | 119.6 | 71.0 | 19.6 | 21.0 | -23.3 | 31.1 | -8.2 | -35.5 | -55.8 | 384.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2005
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