MFFOX Performance — MFS Lifetime 2050 Fund, Class R3
Data updated: 2026-09-24
MFFOX returned +11.41% year to date and +18.39% over one year to Jul 2026. Annualised returns are +14.68% over 3 years and +8.39% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $151, against $146 for the category, and to $118 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 $50.1M, and assets reached $610.26M.
MFFOX Growth of $100
What $100 invested in MFS Lifetime 2050 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MFFOX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $118 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $151 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $150 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $209 | $186 |
MFFOX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.41% |
| 1 year | +18.39% |
| 3 years (annualised) | +14.68% |
| 5 years (annualised) | +8.39% |
MFFOX Annual Returns
Calendar-year total returns of MFS Lifetime 2050 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +11.41% |
| 2025 | +16.04% |
| 2024 | +12.89% |
| 2023 | +16.57% |
| 2022 | −15.86% |
| 2021 | +20.13% |
| 2020 | +13.00% |
| 2019 (Aug–Dec) | +7.39% |
MFFOX 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% | −5.8% | +7.4% | +2.6% | +1.1% | +0.4% | — | — | — | — | — |
| 2025 | +3.7% | −0.9% | −2.8% | 0.0% | +4.9% | +3.8% | +0.4% | +2.7% | +1.8% | +0.2% | +0.9% | +0.5% |
| 2024 | +0.1% | +3.7% | +3.7% | −3.6% | +3.9% | +0.4% | +2.9% | +1.9% | +1.9% | −2.1% | +3.9% | −3.9% |
| 2023 | +7.1% | −3.3% | +1.2% | +1.0% | −2.2% | +5.7% | +3.1% | −2.3% | −4.3% | −2.9% | +8.0% | +5.4% |
| 2022 | −4.9% | −1.9% | +1.5% | −6.2% | +0.9% | −8.2% | +7.3% | −4.0% | −8.9% | +6.2% | +7.1% | −4.0% |
| 2021 | −0.5% | +2.8% | +3.0% | +4.8% | +1.5% | +1.1% | +1.5% | +2.3% | −3.7% | +4.6% | −2.7% | +4.3% |
| 2020 | −1.1% | −7.1% | −14.2% | +9.8% | +5.1% | +2.2% | +5.0% | +4.4% | −2.2% | −1.8% | +10.3% | +4.7% |
| 2019 | — | — | — | — | — | — | — | −1.6% | +1.7% | +2.0% | +2.3% | +2.9% |
MFFOX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.17%
- 3-year Sharpe ratio: 0.91 (vs 4.5% risk-free rate)
- Best month: +7.99% (Nov 2023)
- Worst month: −5.76% (Mar 2026)
MFFOX Fund Flows
Monthly money in and out of MFS Lifetime 2050 Fund, from SEC Form N-PORT.
- 12-month net flow: −$50.1M
- 12-month gross sales (incl. reinvestments): $143.7M
- Sales ÷ redemptions: 0.74×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $8.2M | $28.0M | −$19.8M |
| Jun 2026 | $7.5M | $10.9M | −$3.4M |
| May 2026 | $6.1M | $19.0M | −$13.0M |
| Apr 2026 | $8.5M | $5.6M | $2.9M |
| Mar 2026 | $12.9M | $31.9M | −$19.0M |
| Feb 2026 | $7.8M | $25.4M | −$17.6M |
| Jan 2026 | $8.6M | $13.6M | −$5.0M |
| Dec 2025 | $52.4M | $13.3M | $39.1M |
| Nov 2025 | $7.7M | $18.0M | −$10.4M |
| Oct 2025 | $6.5M | $11.6M | −$5.1M |
| Sep 2025 | $7.8M | $5.9M | $2.0M |
| Aug 2025 | $9.8M | $10.7M | −$906K |
MFFOX Assets Under Management
Net assets of MFS Lifetime 2050 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $610.26M |
| 2026-04-30 | $621.08M |
| 2026-01-31 | $634.16M |
| 2025-10-31 | $623.68M |
| 2025-07-31 | $598.88M |
| 2025-04-30 | $558.91M |
| 2025-01-31 | $582.35M |
| 2024-10-31 | $564.42M |
| 2024-07-31 | $566.37M |
| 2024-04-30 | $547.89M |
| 2024-01-31 | $510.50M |
| 2023-10-31 | $432.77M |
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.