MFLAX Performance — MFS Lifetime 2020 Fund, Class A
Data updated: 2022-09-26
MFLAX returned −6.91% over one year to Jul 2022. Over one year the fund beat its Target-Date category average: $100 grew to $93, against $90 for the category. Volatility over the past 12 months was 7.85% a year. In the 12 months to Jul 2022 the fund lost a net $28.2M, and assets reached $269.58M.
MFLAX Growth of $100
What $100 invested in MFS Lifetime 2020 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MFLAX | Category average |
|---|---|---|
| 1 year (Aug 2021 – Jul 2022) | $93 | $90 |
| 3 years (Aug 2019 – Jul 2022) | $111 | $119 |
MFLAX Trailing Returns
Total returns to Jul 2022, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | −6.91% |
3- and 5-year figures withheld: not verified.
MFLAX Annual Returns
Calendar-year total returns of MFS Lifetime 2020 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2022 (Jan–Jul) | −7.97% |
| 2021 | +6.21% |
| 2020 | +9.54% |
| 2019 (Aug–Dec) | +3.55% |
MFLAX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | −2.6% | −1.1% | −0.6% | −3.8% | +0.2% | −4.0% | +3.8% | — | — | — | — | — |
| 2021 | −0.4% | +0.1% | +0.5% | +2.1% | +0.7% | +0.7% | +1.1% | +0.7% | −1.5% | +1.4% | −0.8% | +1.4% |
| 2020 | +0.7% | −1.6% | −7.0% | +4.9% | +2.6% | +1.5% | +2.9% | +1.4% | −0.9% | −0.6% | +4.0% | +1.8% |
| 2019 | — | — | — | — | — | — | — | +0.6% | +0.1% | +0.9% | +0.7% | +1.1% |
MFLAX Risk
Risk measures from monthly returns over Aug 2021 – Jul 2022.
- 1-year volatility (annualised): 7.85%
- Best month: +3.83% (Jul 2022)
- Worst month: −4.00% (Jun 2022)
MFLAX Fund Flows
Monthly money in and out of MFS Lifetime 2020 Fund, from SEC Form N-PORT.
- 12-month net flow: −$28.2M
- 12-month gross sales (incl. reinvestments): $103.6M
- Sales ÷ redemptions: 0.79×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2022 | $1.8M | $5.3M | −$3.5M |
| Jun 2022 | $12.8M | $17.9M | −$5.1M |
| May 2022 | $3.1M | $7.2M | −$4.1M |
| Apr 2022 | $3.7M | $6.3M | −$2.6M |
| Mar 2022 | $11.7M | $8.8M | $2.9M |
| Feb 2022 | $8.9M | $13.0M | −$4.2M |
| Jan 2022 | $11.1M | $18.8M | −$7.7M |
| Dec 2021 | $29.4M | $14.5M | $14.9M |
| Nov 2021 | $3.4M | $10.5M | −$7.1M |
| Oct 2021 | $3.5M | $9.3M | −$5.8M |
| Sep 2021 | $9.3M | $9.1M | $193K |
| Aug 2021 | $5.0M | $11.1M | −$6.1M |
MFLAX Assets Under Management
Net assets of MFS Lifetime 2020 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2022-07-31 | $269.58M |
| 2022-04-30 | $282.78M |
| 2022-01-31 | $302.74M |
| 2021-10-31 | $334.20M |
| 2021-07-31 | $344.02M |
| 2021-04-30 | $363.20M |
| 2021-01-31 | $370.93M |
| 2020-10-31 | $357.13M |
| 2020-07-31 | $356.43M |
| 2020-04-30 | $322.96M |
| 2020-01-31 | $350.54M |
| 2019-10-31 | $344.69M |
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.