See what your fund actually adds
MFS Lifetime 2030 Fund Class A MLTAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MLTAX | Replication |
|---|---|---|
| Annualized growth | 4.1% | 3.8% |
| Annualized volatility | 8.5% | 5.8% |
| Sharpe ratio | 0.51 | 0.67 |
| Maximum drawdown | 19.3% | 14.2% |
| Replication fit (R²) | 0.71 · Tracking error 4.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model MLTAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 100.0% |