LFTKX Performance — MFS Lifetime 2065 Fund, Class R2
Data updated: 2026-09-24
LFTKX returned +11.37% year to date and +18.25% over one year to Jul 2026. The annualised 3-year return is +14.42%. The fund beat its Target-Date category average: $100 invested three years ago grew to $150, against $146 for the category, and to $118 over one year, against $116. Volatility over the past three years was 11.13% a year. In the 12 months to Jul 2026 the fund took in a net $15.4M, and assets reached $58.85M.
LFTKX Growth of $100
What $100 invested in MFS Lifetime 2065 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | LFTKX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $118 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $150 | $146 |
| Since data start (Sep 2021 – Jul 2026) | $144 | $139 |
LFTKX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.37% |
| 1 year | +18.25% |
| 3 years (annualised) | +14.42% |
LFTKX Annual Returns
Calendar-year total returns of MFS Lifetime 2065 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +11.37% |
| 2025 | +15.62% |
| 2024 | +12.71% |
| 2023 | +16.25% |
| 2022 | −16.31% |
| 2021 (Sep–Dec) | +2.19% |
LFTKX 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 | +3.4% | +2.2% | −5.7% | +7.4% | +2.6% | +1.0% | +0.4% | — | — | — | — | — |
| 2025 | +3.6% | −0.9% | −2.9% | −0.1% | +4.9% | +3.8% | +0.4% | +2.7% | +1.8% | +0.2% | +0.8% | +0.6% |
| 2024 | +0.1% | +3.6% | +3.6% | −3.5% | +3.8% | +0.3% | +3.0% | +1.9% | +1.8% | −2.1% | +3.8% | −4.0% |
| 2023 | +6.9% | −3.2% | +1.1% | +1.1% | −2.3% | +5.7% | +3.0% | −2.2% | −4.3% | −2.9% | +8.0% | +5.2% |
| 2022 | −5.1% | −2.0% | +1.5% | −6.4% | +0.7% | −8.0% | +6.8% | −3.8% | −9.0% | +6.2% | +7.1% | −4.0% |
| 2021 | — | — | — | — | — | — | — | — | −3.7% | +4.6% | −2.8% | +4.4% |
LFTKX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.13%
- 3-year Sharpe ratio: 0.89 (vs 4.5% risk-free rate)
- Best month: +8.01% (Nov 2023)
- Worst month: −5.72% (Mar 2026)
LFTKX Fund Flows
Monthly money in and out of MFS Lifetime 2065 Fund, from SEC Form N-PORT.
- 12-month net flow: $15.4M
- 12-month gross sales (incl. reinvestments): $31.0M
- Sales ÷ redemptions: 1.99×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $4.5M | $2.6M | $1.9M |
| Jun 2026 | $2.0M | $780K | $1.2M |
| May 2026 | $1.8M | $683K | $1.1M |
| Apr 2026 | $2.1M | $478K | $1.6M |
| Mar 2026 | $5.3M | $5.8M | −$508K |
| Feb 2026 | $1.6M | $602K | $974K |
| Jan 2026 | $2.4M | $948K | $1.4M |
| Dec 2025 | $4.2M | $982K | $3.3M |
| Nov 2025 | $1.8M | $643K | $1.1M |
| Oct 2025 | $1.8M | $936K | $821K |
| Sep 2025 | $1.9M | $560K | $1.3M |
| Aug 2025 | $1.7M | $589K | $1.2M |
LFTKX Assets Under Management
Net assets of MFS Lifetime 2065 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $58.85M |
| 2026-04-30 | $52.37M |
| 2026-01-31 | $48.54M |
| 2025-10-31 | $42.64M |
| 2025-07-31 | $37.47M |
| 2025-04-30 | $32.31M |
| 2025-01-31 | $28.12M |
| 2024-10-31 | $24.52M |
| 2024-07-31 | $20.80M |
| 2024-04-30 | $18.16M |
| 2024-01-31 | $14.79M |
| 2023-10-31 | $12.12M |
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.