LFIAX
2055 MFS Lifetime-A
$20.09
-0.04 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 378.568M |
| 52 Week High | 20.13 |
| 52 Week Low | 15.991 |
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Key Data
| Symbol | LFIAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 20.09 |
| Price Yesterday | 20.13 |
| Market Cap | 378.57 |
| YTD Return | 8.95% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 20.13 |
|---|---|
| 52 Week Low | 15.99 |
| Market Cap | 378.57M |
| Shares Outstanding | 18.84M |
| Income Dividend Yield | 1.28% |
| Long Term Dividend Yield | 1.76% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.04% |
Returns Annualized
| One Day | -39.45% |
|---|---|
| Five Days | 57.47% |
| One Months | 15.63% |
| Three Months | 6.75% |
| Six Months | 21.85% |
| Nine Months | 28.63% |
| One Year | 17.47% |
| Three Years | 4.01% |
| Five Years | 9.23% |
| Ten Years | 8.18% |
| YTD | 18.09% |
| Since Inception | 9.71% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 0.90% |
| One Month | 1.16% |
| Three Months | 1.62% |
| Six Months | 10.20% |
| Nine Months | 20.52% |
| One Year | 17.45% |
| Three Years | 12.45% |
| Five Years | 55.30% |
| Ten Years | 119.16% |
| YTD | 8.95% |
| Since Inception | 194.01% |
Yearly Returns
| 2024 | 8.95% |
|---|---|
| 2023 | 16.51% |
| 2022 | -15.82% |
| 2021 | 20.13% |
| 2020 | 13.05% |
| 2019 | 26.48% |
| 2018 | -8.21% |
| 2017 | 20.93% |
| 2016 | 8.75% |
| 2015 | -0.20% |
Risk against SP-DA
| Alpha | -6.80% |
|---|---|
| Beta | 0.81 |
| Correlation | 91.02% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 82.85% |
| Standard Deviation | 2.86% |
| Sharpe Ratio | -1.13 |
| Sortino | -3.98 |
| Treynor | 14.93 |
| Ulcer Index | 3.32 |
| Ulcer Performance Index | -3.39 |