LFESX
2035 MFS Lifetime-R2
$17.73
-0.02 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 616.135M |
| 52 Week High | 17.75 |
| 52 Week Low | 14.673 |
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Key Data
| Symbol | LFESX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 17.73 |
| Price Yesterday | 17.75 |
| Market Cap | 616.14 |
| YTD Return | 6.61% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 17.75 |
|---|---|
| 52 Week Low | 14.67 |
| Market Cap | 616.14M |
| Shares Outstanding | 34.75M |
| Income Dividend Yield | 1.58% |
| Long Term Dividend Yield | 0.54% |
| Short Term Dividend Yield | 0.11% |
| 52 Week Yield (All) | 2.22% |
Returns Annualized
| One Day | -24.75% |
|---|---|
| Five Days | 62.59% |
| One Months | 15.38% |
| Three Months | 6.19% |
| Six Months | 16.18% |
| Nine Months | 23.72% |
| One Year | 14.23% |
| Three Years | 2.51% |
| Five Years | 7.56% |
| Ten Years | 7.06% |
| YTD | 13.23% |
| Since Inception | 8.60% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 0.97% |
| One Month | 1.14% |
| Three Months | 1.49% |
| Six Months | 7.65% |
| Nine Months | 17.09% |
| One Year | 14.22% |
| Three Years | 7.70% |
| Five Years | 43.82% |
| Ten Years | 97.50% |
| YTD | 6.61% |
| Since Inception | 161.31% |
Yearly Returns
| 2024 | 6.61% |
|---|---|
| 2023 | 14.25% |
| 2022 | -15.25% |
| 2021 | 16.61% |
| 2020 | 12.35% |
| 2019 | 24.50% |
| 2018 | -7.54% |
| 2017 | 18.83% |
| 2016 | 8.65% |
| 2015 | -0.65% |
Risk against SP-DA
| Alpha | -6.57% |
|---|---|
| Beta | 0.66 |
| Correlation | 90.93% |
| Downside Deviation | 2.55% |
| Coefficient of determination | 82.68% |
| Standard Deviation | 2.34% |
| Sharpe Ratio | -1.79 |
| Sortino | -5.69 |
| Treynor | 13.4 |
| Ulcer Index | 2.84 |
| Ulcer Performance Index | -5.1 |