See what your fund actually adds
MFS Lifetime 2040 Fund Class A MLFAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MLFAX | Replication |
|---|---|---|
| Annualized growth | 7.3% | 8.9% |
| Annualized volatility | 12.6% | 12.9% |
| Sharpe ratio | 0.62 | 0.73 |
| Maximum drawdown | 22.5% | 20.7% |
| Replication fit (R²) | 0.95 · Tracking error 2.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model MLFAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 33.6% |
| IJH | US Mid Cap | 22.9% |
| LRGF | Factor · Multi-Factor | 20.5% |
| VUG | Style · Growth | 15.1% |
| RSP | Factor · Equal Weight | 7.9% |