LFISX
2055 MFS Lifetime-R2
$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 | 16.01 |
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Key Data
| Symbol | LFISX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 20.09 |
| Price Yesterday | 20.13 |
| Market Cap | 378.57 |
| YTD Return | 8.83% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0108 |
Overview
| 52 Week High | 20.13 |
|---|---|
| 52 Week Low | 16.01 |
| Market Cap | 378.57M |
| Shares Outstanding | 18.84M |
| Income Dividend Yield | 1.00% |
| Long Term Dividend Yield | 1.76% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.76% |
Returns Annualized
| One Day | -39.45% |
|---|---|
| Five Days | 57.47% |
| One Months | 15.63% |
| Three Months | 6.53% |
| Six Months | 21.58% |
| Nine Months | 28.32% |
| One Year | 17.19% |
| Three Years | 3.75% |
| Five Years | 8.96% |
| Ten Years | 7.91% |
| YTD | 17.84% |
| Since Inception | 9.43% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 0.90% |
| One Month | 1.16% |
| Three Months | 1.57% |
| Six Months | 10.08% |
| Nine Months | 20.31% |
| One Year | 17.17% |
| Three Years | 11.63% |
| Five Years | 53.44% |
| Ten Years | 113.72% |
| YTD | 8.83% |
| Since Inception | 185.61% |
Yearly Returns
| 2024 | 8.83% |
|---|---|
| 2023 | 16.22% |
| 2022 | -16.03% |
| 2021 | 19.86% |
| 2020 | 12.73% |
| 2019 | 26.14% |
| 2018 | -8.38% |
| 2017 | 20.56% |
| 2016 | 8.51% |
| 2015 | -0.43% |
Risk against SP-DA
| Alpha | -7.15% |
|---|---|
| Beta | 0.81 |
| Correlation | 91.00% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 82.81% |
| Standard Deviation | 2.87% |
| Sharpe Ratio | -1.16 |
| Sortino | -4.09 |
| Treynor | 14.53 |
| Ulcer Index | 3.33 |
| Ulcer Performance Index | -3.46 |