See what your fund actually adds

MFS Lifetime 2035 Fund Class A LFEAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

LFEAX compared with its replication portfolio
MeasureLFEAXReplication
Annualized growth5.8%5.8%
Annualized volatility10.9%9.8%
Sharpe ratio0.570.62
Maximum drawdown21.4%20.0%
Replication fit (R²)0.94 · Tracking error 2.6%

Replication portfolio

The published portfolio below is the investable basket used to model LFEAX’s historical return behavior.

LFEAX replication basket weights
TickerBuilding blockWeight
SPHYFI · High Yield30.0%
MBBFI · MBS28.2%
VUGStyle · Growth19.3%
IJHUS Mid Cap18.5%
RSPFactor · Equal Weight3.9%