See what your fund actually adds

MFS Lifetime 2065 Class A LFTFX

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

Fund and replication metrics

LFTFX compared with its replication portfolio
MeasureLFTFXReplication
Annualized growth8.1%7.7%
Annualized volatility13.8%13.9%
Sharpe ratio0.640.60
Maximum drawdown23.5%22.6%
Replication fit (R²)0.98 · Tracking error 1.9%

Replication portfolio

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

LFTFX replication basket weights
TickerBuilding blockWeight
IJHUS Mid Cap24.6%
EFGIntl · Growth22.1%
LRGFFactor · Multi-Factor21.4%
SPHYFI · High Yield21.1%
RSPFactor · Equal Weight10.9%