24.26%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| TRRAX | 24.26 | -26.00 | 6.00 | 12.00 | 6.00 | 11.00 | 23.00 | NA | NA | NA | NA |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 0.14 | 0.36 | -0.07 | 24.26 | 25.96 | -0.03 | 3.91 | NA |
| +/- Index (S&P 500) | - 0.12 | - 0.04 | - 0.57 | + 3.36 | + 4.66 | + 6.07 | + 3.61 | NA |
| +/- Classification Avg. | + 0.05 | + 0.20 | + 0.15 | + 5.05 | + 5.36 | + 0.46 | + 1.61 | NA |
| % Rank in Classification | 27 | 12 | 30 | 8 | 9 | 37 | 6 | NA |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. MFS Lt 2010;I (MFSIX) | 4.17% | ![]() |
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| 2. MFS Lt 2010;R4 (MFSPX) | 4.13% | ![]() |
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| 3. MFS Lt 2010;R3 (MFSOX) | 3.86% | ![]() |
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| 4. MFS Lt 2010;A (MFSAX) | 3.85% | ![]() |
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| 5. MFS Lt 2010;R2 (MFSNX) | 3.59% | ![]() |
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| 6. MFS Lt 2010;B (MFSBX) | 3.19% | ![]() |
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| 7. MFS Lt 2010;C (MFSDX) | 3.15% | ![]() |
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| 8. MFS Lt 2010;R1 (MFSEX) | 3.12% | ![]() |
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| 9. WellsFargo:DJ 2010;I (WFOAX) | 2.84% | ![]() |
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| 10. WellsFargo:DJ 2010;Adm (WFLGX) | 2.61% | ![]() |
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| 43. T Rowe Price Ret:2010 (TRRAX) | -0.03% | ![]() |
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| Amount | Date | |
| Dividend | 0.39 | 12/19/2008 |
| Capital Gains | 0.27 | 12/19/2008 |
| Dividend Frequency | Annually | NA |