LFERX Performance — MFS Lifetime 2035 Fund, Class R1
Data updated: 2026-09-24
LFERX returned +6.28% year to date and +11.16% over one year to Jul 2026. Annualised returns are +10.38% over 3 years and +5.26% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $134, against $146 for the category, and to $111 over one year, against $116. Volatility over the past three years was 8.85% a year. In the 12 months to Jul 2026 the fund lost a net $42.4M, and assets reached $614.11M.
LFERX Growth of $100
What $100 invested in MFS Lifetime 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | LFERX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $111 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $134 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $129 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $172 | $186 |
LFERX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.28% |
| 1 year | +11.16% |
| 3 years (annualised) | +10.38% |
| 5 years (annualised) | +5.26% |
LFERX Annual Returns
Calendar-year total returns of MFS Lifetime 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +6.28% |
| 2025 | +12.00% |
| 2024 | +9.48% |
| 2023 | +13.69% |
| 2022 | −15.65% |
| 2021 | +16.01% |
| 2020 | +11.55% |
| 2019 (Aug–Dec) | +6.32% |
LFERX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +1.6% | −4.2% | +4.7% | +1.6% | +0.8% | −0.2% | — | — | — | — | — |
| 2025 | +2.7% | −0.2% | −2.1% | +0.1% | +3.3% | +3.0% | +0.3% | +2.1% | +1.3% | +0.2% | +0.7% | +0.2% |
| 2024 | +0.1% | +2.4% | +2.8% | −3.3% | +3.1% | +0.5% | +2.5% | +1.7% | +1.6% | −2.0% | +3.2% | −3.2% |
| 2023 | +6.0% | −2.9% | +1.4% | +0.8% | −1.8% | +4.3% | +2.3% | −1.8% | −3.9% | −2.5% | +7.0% | +4.8% |
| 2022 | −4.5% | −1.9% | +0.9% | −5.8% | +0.5% | −7.2% | +6.4% | −3.6% | −7.9% | +5.0% | +5.9% | −3.4% |
| 2021 | −0.6% | +2.1% | +2.4% | +4.2% | +1.2% | +1.0% | +1.4% | +1.9% | −3.3% | +3.7% | −2.3% | +3.5% |
| 2020 | −0.7% | −6.3% | −13.2% | +8.9% | +4.8% | +1.9% | +4.8% | +3.7% | −2.1% | −1.5% | +8.9% | +4.1% |
| 2019 | — | — | — | — | — | — | — | −1.4% | +1.3% | +1.8% | +2.0% | +2.6% |
LFERX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 8.85%
- 3-year Sharpe ratio: 0.66 (vs 4.5% risk-free rate)
- Best month: +6.97% (Nov 2023)
- Worst month: −4.24% (Mar 2026)
LFERX Fund Flows
Monthly money in and out of MFS Lifetime 2035 Fund, from SEC Form N-PORT.
- 12-month net flow: −$42.4M
- 12-month gross sales (incl. reinvestments): $152.8M
- Sales ÷ redemptions: 0.78×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $8.8M | $33.7M | −$24.9M |
| Jun 2026 | $7.2M | $13.6M | −$6.4M |
| May 2026 | $7.4M | $17.1M | −$9.7M |
| Apr 2026 | $11.6M | $8.0M | $3.7M |
| Mar 2026 | $9.8M | $28.0M | −$18.2M |
| Feb 2026 | $6.3M | $15.5M | −$9.3M |
| Jan 2026 | $8.3M | $16.0M | −$7.6M |
| Dec 2025 | $61.4M | $14.9M | $46.6M |
| Nov 2025 | $7.9M | $19.9M | −$12.0M |
| Oct 2025 | $7.1M | $12.0M | −$4.9M |
| Sep 2025 | $9.1M | $8.1M | $914K |
| Aug 2025 | $7.7M | $8.3M | −$573K |
LFERX Assets Under Management
Net assets of MFS Lifetime 2035 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $614.11M |
| 2026-04-30 | $639.89M |
| 2026-01-31 | $650.11M |
| 2025-10-31 | $649.83M |
| 2025-07-31 | $629.58M |
| 2025-04-30 | $604.65M |
| 2025-01-31 | $622.72M |
| 2024-10-31 | $608.61M |
| 2024-07-31 | $612.77M |
| 2024-04-30 | $592.81M |
| 2024-01-31 | $565.42M |
| 2023-10-31 | $487.90M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.