MLTQX Performance — MFS Lifetime 2070 Fund
Data updated: 2026-09-24
In the 12 months to Jul 2026 the fund took in a net $1.2M, and assets reached $1.22M.
MLTQX Growth of $100
What $100 invested in MFS Lifetime 2070 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Money Market category average over the same months.
| Period | MLTQX | Category average |
|---|---|---|
| Since data start (May 2026 – Jul 2026) | $102 | $87 |
MLTQX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.90% |
MLTQX Annual Returns
Calendar-year total returns of MFS Lifetime 2070 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (May–Jul) | +1.90% |
MLTQX 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 | — | — | — | — | +0.4% | +1.1% | +0.4% | — | — | — | — | — |
MLTQX Risk
Risk measures from monthly returns over May 2026 – Jul 2026.
- Best month: +1.10% (Jun 2026)
- Worst month: +0.39% (Jul 2026)
MLTQX Fund Flows
Monthly money in and out of MFS Lifetime 2070 Fund, from SEC Form N-PORT.
- 12-month net flow: $1.2M
- 12-month gross sales (incl. reinvestments): $1.2M
- Sales ÷ redemptions: 240067.07×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $204 | $5 | $199 |
| Jun 2026 | $131 | $0 | $131 |
| May 2026 | $1.2M | $0 | $1.2M |
MLTQX Assets Under Management
Net assets of MFS Lifetime 2070 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.22M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.