LFIUX
2055 MFS Lifetime-R4
$20.33
-0.04 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 378.543M |
| 52 Week High | 20.37 |
| 52 Week Low | 16.15 |
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Key Data
| Symbol | LFIUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 20.33 |
| Price Yesterday | 20.37 |
| Market Cap | 378.54 |
| YTD Return | 9.13% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0058 |
Overview
| 52 Week High | 20.37 |
|---|---|
| 52 Week Low | 16.15 |
| Market Cap | 378.54M |
| Shares Outstanding | 18.62M |
| Income Dividend Yield | 1.39% |
| Long Term Dividend Yield | 1.74% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.13% |
Returns Annualized
| One Day | -39.09% |
|---|---|
| Five Days | 60.59% |
| One Months | 16.16% |
| Three Months | 7.10% |
| Six Months | 22.23% |
| Nine Months | 28.96% |
| One Year | 17.79% |
| Three Years | 4.28% |
| Five Years | 9.51% |
| Ten Years | 8.46% |
| YTD | 18.46% |
| Since Inception | 9.98% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 0.94% |
| One Month | 1.19% |
| Three Months | 1.70% |
| Six Months | 10.37% |
| Nine Months | 20.75% |
| One Year | 17.77% |
| Three Years | 13.33% |
| Five Years | 57.33% |
| Ten Years | 124.77% |
| YTD | 9.13% |
| Since Inception | 202.80% |
Yearly Returns
| 2024 | 9.13% |
|---|---|
| 2023 | 16.82% |
| 2022 | -15.62% |
| 2021 | 20.40% |
| 2020 | 13.33% |
| 2019 | 26.82% |
| 2018 | -7.94% |
| 2017 | 21.09% |
| 2016 | 9.10% |
| 2015 | 0.08% |
Risk against SP-DA
| Alpha | -6.60% |
|---|---|
| Beta | 0.81 |
| Correlation | 91.30% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 83.35% |
| Standard Deviation | 2.87% |
| Sharpe Ratio | -1.1 |
| Sortino | -3.87 |
| Treynor | 15.23 |
| Ulcer Index | 3.29 |
| Ulcer Performance Index | -3.32 |