MFJEX Performance — MFS Lifetime 2060 Fund, Class R1
Data updated: 2026-09-24
MFJEX returned +11.52% year to date and +18.50% over one year to Jul 2026. Annualised returns are +14.67% over 3 years and +8.18% 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 11.18% a year. In the 12 months to Jul 2026 the fund took in a net $5.8M, and assets reached $274.31M.
MFJEX Growth of $100
What $100 invested in MFS Lifetime 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MFJEX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $118 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $151 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $148 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $204 | $186 |
MFJEX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.52% |
| 1 year | +18.50% |
| 3 years (annualised) | +14.67% |
| 5 years (annualised) | +8.18% |
MFJEX Annual Returns
Calendar-year total returns of MFS Lifetime 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +11.52% |
| 2025 | +15.90% |
| 2024 | +12.88% |
| 2023 | +16.51% |
| 2022 | −16.33% |
| 2021 | +19.24% |
| 2020 | +12.32% |
| 2019 (Aug–Dec) | +7.08% |
MFJEX 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% | +7.5% | +2.6% | +1.1% | +0.4% | — | — | — | — | — |
| 2025 | +3.7% | −0.9% | −2.8% | −0.1% | +4.9% | +3.8% | +0.4% | +2.7% | +1.8% | +0.2% | +0.9% | +0.6% |
| 2024 | +0.1% | +3.6% | +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% | +1.0% | −2.2% | +5.7% | +3.0% | −2.3% | −4.2% | −2.9% | +8.0% | +5.3% |
| 2022 | −5.0% | −2.0% | +1.4% | −6.3% | +0.7% | −8.2% | +7.2% | −4.0% | −8.9% | +6.2% | +7.2% | −4.0% |
| 2021 | −0.5% | +2.7% | +3.0% | +4.7% | +1.4% | +1.1% | +1.4% | +2.2% | −3.8% | +4.5% | −2.8% | +4.2% |
| 2020 | −1.1% | −7.2% | −14.3% | +9.8% | +5.1% | +2.1% | +5.0% | +4.2% | −2.3% | −1.8% | +10.2% | +4.6% |
| 2019 | — | — | — | — | — | — | — | −1.7% | +1.6% | +2.0% | +2.2% | +2.9% |
MFJEX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.18%
- 3-year Sharpe ratio: 0.91 (vs 4.5% risk-free rate)
- Best month: +8.00% (Nov 2023)
- Worst month: −5.76% (Mar 2026)
MFJEX Fund Flows
Monthly money in and out of MFS Lifetime 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $5.8M
- 12-month gross sales (incl. reinvestments): $88.2M
- Sales ÷ redemptions: 1.07×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $7.6M | $11.7M | −$4.1M |
| Jun 2026 | $5.2M | $5.2M | −$776 |
| May 2026 | $4.5M | $9.7M | −$5.2M |
| Apr 2026 | $5.2M | $3.1M | $2.1M |
| Mar 2026 | $9.5M | $15.2M | −$5.7M |
| Feb 2026 | $5.1M | $5.1M | −$10K |
| Jan 2026 | $5.2M | $9.1M | −$3.9M |
| Dec 2025 | $22.5M | $4.4M | $18.0M |
| Nov 2025 | $5.2M | $5.9M | −$713K |
| Oct 2025 | $5.6M | $6.0M | −$444K |
| Sep 2025 | $6.1M | $3.6M | $2.5M |
| Aug 2025 | $6.5M | $3.2M | $3.3M |
MFJEX Assets Under Management
Net assets of MFS Lifetime 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $274.31M |
| 2026-04-30 | $272.26M |
| 2026-01-31 | $266.76M |
| 2025-10-31 | $256.28M |
| 2025-07-31 | $239.28M |
| 2025-04-30 | $218.57M |
| 2025-01-31 | $217.67M |
| 2024-10-31 | $205.14M |
| 2024-07-31 | $205.85M |
| 2024-04-30 | $192.56M |
| 2024-01-31 | $175.22M |
| 2023-10-31 | $143.23M |
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.