LFEAX
2035 MFS Lifetime-A
$17.71
-0.02 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 616.14M |
| 52 Week High | 17.73 |
| 52 Week Low | 14.628 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | LFEAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 17.71 |
| Price Yesterday | 17.73 |
| Market Cap | 616.14 |
| YTD Return | 6.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.008 |
Overview
| 52 Week High | 17.73 |
|---|---|
| 52 Week Low | 14.63 |
| Market Cap | 616.14M |
| Shares Outstanding | 34.79M |
| Income Dividend Yield | 1.87% |
| Long Term Dividend Yield | 0.54% |
| Short Term Dividend Yield | 0.11% |
| 52 Week Yield (All) | 2.52% |
Returns Annualized
| One Day | -24.78% |
|---|---|
| Five Days | 62.68% |
| One Months | 15.40% |
| Three Months | 6.45% |
| Six Months | 16.49% |
| Nine Months | 24.04% |
| One Year | 14.52% |
| Three Years | 2.77% |
| Five Years | 7.83% |
| Ten Years | 7.33% |
| YTD | 13.51% |
| Since Inception | 8.87% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 0.97% |
| One Month | 1.14% |
| Three Months | 1.55% |
| Six Months | 7.79% |
| Nine Months | 17.32% |
| One Year | 14.51% |
| Three Years | 8.50% |
| Five Years | 45.64% |
| Ten Years | 102.52% |
| YTD | 6.75% |
| Since Inception | 168.99% |
Yearly Returns
| 2024 | 6.75% |
|---|---|
| 2023 | 14.56% |
| 2022 | -15.02% |
| 2021 | 16.89% |
| 2020 | 12.61% |
| 2019 | 24.75% |
| 2018 | -7.27% |
| 2017 | 19.13% |
| 2016 | 8.88% |
| 2015 | -0.42% |
Risk against SP-DA
| Alpha | -6.36% |
|---|---|
| Beta | 0.66 |
| Correlation | 91.03% |
| Downside Deviation | 2.53% |
| Coefficient of determination | 82.86% |
| Standard Deviation | 2.35% |
| Sharpe Ratio | -1.74 |
| Sortino | -5.61 |
| Treynor | 13.76 |
| Ulcer Index | 2.8 |
| Ulcer Performance Index | -5.06 |