LTTAX
2025 MFS Lifetime-A
$13.42
-0.01 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 393.907M |
| 52 Week High | 13.43 |
| 52 Week Low | 11.807 |
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Key Data
| Symbol | LTTAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.42 |
| Price Yesterday | 13.43 |
| Market Cap | 393.91 |
| YTD Return | 3.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 13.43 |
|---|---|
| 52 Week Low | 11.81 |
| Market Cap | 393.91M |
| Shares Outstanding | 29.35M |
| Income Dividend Yield | 2.79% |
| Long Term Dividend Yield | 0.26% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.06% |
Returns Annualized
| One Day | -17.13% |
|---|---|
| Five Days | 57.33% |
| One Months | 14.14% |
| Three Months | 6.30% |
| Six Months | 9.23% |
| Nine Months | 16.02% |
| One Year | 9.79% |
| Three Years | 0.72% |
| Five Years | 4.55% |
| Ten Years | 4.89% |
| YTD | 7.32% |
| Since Inception | 6.24% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | 0.90% |
| One Month | 1.05% |
| Three Months | 1.51% |
| Six Months | 4.44% |
| Nine Months | 11.65% |
| One Year | 9.78% |
| Three Years | 2.16% |
| Five Years | 24.83% |
| Ten Years | 60.99% |
| YTD | 3.71% |
| Since Inception | 102.23% |
Yearly Returns
| 2024 | 3.71% |
|---|---|
| 2023 | 10.14% |
| 2022 | -12.55% |
| 2021 | 8.29% |
| 2020 | 10.37% |
| 2019 | 17.53% |
| 2018 | -4.25% |
| 2017 | 13.06% |
| 2016 | 7.29% |
| 2015 | -0.71% |
Risk against SP-DA
| Alpha | -6.48% |
|---|---|
| Beta | 0.47 |
| Correlation | 89.55% |
| Downside Deviation | 1.79% |
| Coefficient of determination | 80.20% |
| Standard Deviation | 1.68% |
| Sharpe Ratio | -3.26 |
| Sortino | -10.58 |
| Treynor | 9.45 |
| Ulcer Index | 2.03 |
| Ulcer Performance Index | -9.33 |