LFIIX Performance — MFS Lifetime 2055 Fund, Class I
Data updated: 2026-09-24
LFIIX returned +11.72% year to date and +18.86% over one year to Jul 2026. Annualised returns are +15.00% over 3 years and +8.68% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $152, against $146 for the category, and to $119 over one year, against $116. Volatility over the past three years was 11.17% a year. In the 12 months to Jul 2026 the fund lost a net $27.5M, and assets reached $433.32M.
LFIIX Growth of $100
What $100 invested in MFS Lifetime 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | LFIIX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $119 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $152 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $152 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $213 | $186 |
LFIIX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.72% |
| 1 year | +18.86% |
| 3 years (annualised) | +15.00% |
| 5 years (annualised) | +8.68% |
LFIIX Annual Returns
Calendar-year total returns of MFS Lifetime 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +11.72% |
| 2025 | +16.29% |
| 2024 | +13.16% |
| 2023 | +16.84% |
| 2022 | −15.60% |
| 2021 | +20.38% |
| 2020 | +13.29% |
| 2019 (Aug–Dec) | +7.52% |
LFIIX 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 | +3.5% | +2.3% | −5.7% | +7.5% | +2.6% | +1.1% | +0.5% | — | — | — | — | — |
| 2025 | +3.6% | −0.9% | −2.8% | 0.0% | +5.0% | +3.9% | +0.4% | +2.8% | +1.8% | +0.2% | +0.9% | +0.6% |
| 2024 | +0.1% | +3.7% | +3.7% | −3.5% | +3.9% | +0.4% | +2.9% | +1.9% | +1.9% | −2.1% | +3.9% | −3.9% |
| 2023 | +7.0% | −3.2% | +1.2% | +1.1% | −2.1% | +5.7% | +3.1% | −2.3% | −4.2% | −2.9% | +8.0% | +5.4% |
| 2022 | −4.9% | −1.9% | +1.6% | −6.2% | +0.8% | −8.2% | +7.2% | −3.9% | −8.9% | +6.2% | +7.1% | −4.0% |
| 2021 | −0.5% | +2.8% | +3.0% | +4.8% | +1.5% | +1.2% | +1.5% | +2.2% | −3.7% | +4.6% | −2.7% | +4.3% |
| 2020 | −1.1% | −7.1% | −14.2% | +9.9% | +5.1% | +2.2% | +5.1% | +4.3% | −2.2% | −1.7% | +10.4% | +4.7% |
| 2019 | — | — | — | — | — | — | — | −1.6% | +1.6% | +2.1% | +2.3% | +2.9% |
LFIIX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.17%
- 3-year Sharpe ratio: 0.94 (vs 4.5% risk-free rate)
- Best month: +8.04% (Nov 2023)
- Worst month: −5.73% (Mar 2026)
LFIIX Fund Flows
Monthly money in and out of MFS Lifetime 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: −$27.5M
- 12-month gross sales (incl. reinvestments): $120.8M
- Sales ÷ redemptions: 0.81×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $9.9M | $37.4M | −$27.5M |
| Jun 2026 | $7.6M | $7.9M | −$368K |
| May 2026 | $4.9M | $15.4M | −$10.5M |
| Apr 2026 | $6.7M | $5.5M | $1.2M |
| Mar 2026 | $12.5M | $26.0M | −$13.5M |
| Feb 2026 | $6.8M | $10.6M | −$3.8M |
| Jan 2026 | $6.9M | $8.4M | −$1.4M |
| Dec 2025 | $36.7M | $6.2M | $30.6M |
| Nov 2025 | $7.3M | $12.7M | −$5.4M |
| Oct 2025 | $6.4M | $7.8M | −$1.3M |
| Sep 2025 | $7.7M | $4.8M | $2.9M |
| Aug 2025 | $7.4M | $5.7M | $1.6M |
LFIIX Assets Under Management
Net assets of MFS Lifetime 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $433.32M |
| 2026-04-30 | $453.12M |
| 2026-01-31 | $453.82M |
| 2025-10-31 | $436.58M |
| 2025-07-31 | $413.41M |
| 2025-04-30 | $381.80M |
| 2025-01-31 | $386.63M |
| 2024-10-31 | $376.75M |
| 2024-07-31 | $376.71M |
| 2024-04-30 | $357.69M |
| 2024-01-31 | $330.35M |
| 2023-10-31 | $279.59M |
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.