LFEUX
2035 MFS Lifetime-R4
$17.92
-0.03 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 616.093M |
| 52 Week High | 17.95 |
| 52 Week Low | 14.785 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | LFEUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 17.92 |
| Price Yesterday | 17.95 |
| Market Cap | 616.09 |
| YTD Return | 6.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0055 |
Overview
| 52 Week High | 17.95 |
|---|---|
| 52 Week Low | 14.79 |
| Market Cap | 616.09M |
| Shares Outstanding | 34.38M |
| Income Dividend Yield | 1.93% |
| Long Term Dividend Yield | 0.53% |
| Short Term Dividend Yield | 0.11% |
| 52 Week Yield (All) | 2.57% |
Returns Annualized
| One Day | -34.42% |
|---|---|
| Five Days | 61.75% |
| One Months | 16.03% |
| Three Months | 6.62% |
| Six Months | 16.70% |
| Nine Months | 24.29% |
| One Year | 14.79% |
| Three Years | 3.04% |
| Five Years | 8.11% |
| Ten Years | 7.60% |
| YTD | 13.73% |
| Since Inception | 9.14% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.96% |
| One Month | 1.19% |
| Three Months | 1.59% |
| Six Months | 7.89% |
| Nine Months | 17.49% |
| One Year | 14.78% |
| Three Years | 9.35% |
| Five Years | 47.55% |
| Ten Years | 107.55% |
| YTD | 6.86% |
| Since Inception | 176.93% |
Yearly Returns
| 2024 | 6.86% |
|---|---|
| 2023 | 14.86% |
| 2022 | -14.81% |
| 2021 | 17.17% |
| 2020 | 12.90% |
| 2019 | 25.16% |
| 2018 | -7.09% |
| 2017 | 19.49% |
| 2016 | 9.08% |
| 2015 | -0.12% |
Risk against SP-DA
| Alpha | -6.07% |
|---|---|
| Beta | 0.66 |
| Correlation | 91.45% |
| Downside Deviation | 2.50% |
| Coefficient of determination | 83.63% |
| Standard Deviation | 2.33% |
| Sharpe Ratio | -1.72 |
| Sortino | -5.56 |
| Treynor | 14.19 |
| Ulcer Index | 2.78 |
| Ulcer Performance Index | -5.01 |