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MFS Lifetime 2070 Fund A LFTQX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LFTQX | Replication |
|---|---|---|
| Annualized growth | 6.4% | -4.0% |
| Annualized volatility | 7.5% | 7.0% |
| Sharpe ratio | 0.86 | -0.55 |
| Maximum drawdown | 3.2% | 4.7% |
| Replication fit (R²) | 0.76 · Tracking error 3.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model LFTQX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VNQI | Alternatives · Intl Real Estate | 33.7% |
| WTMF | Alternatives · Mgt Futures | 23.1% |
| IJH | US Mid Cap | 22.9% |
| VOE | Mid-Cap · Value | 17.7% |
| VTI | US Broad Market | 2.6% |