LTTUX
2025 MFS Lifetime-R4
$13.54
-0.01 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 394.178M |
| 52 Week High | 13.55 |
| 52 Week Low | 11.891 |
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Key Data
| Symbol | LTTUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.54 |
| Price Yesterday | 13.55 |
| Market Cap | 394.18 |
| YTD Return | 3.83% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 13.55 |
|---|---|
| 52 Week Low | 11.89 |
| Market Cap | 394.18M |
| Shares Outstanding | 29.11M |
| Income Dividend Yield | 2.90% |
| Long Term Dividend Yield | 0.26% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.16% |
Returns Annualized
| One Day | -16.99% |
|---|---|
| Five Days | 56.69% |
| One Months | 15.09% |
| Three Months | 6.57% |
| Six Months | 9.66% |
| Nine Months | 16.33% |
| One Year | 10.12% |
| Three Years | 0.97% |
| Five Years | 4.80% |
| Ten Years | 5.13% |
| YTD | 7.57% |
| Since Inception | 6.48% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | 0.89% |
| One Month | 1.12% |
| Three Months | 1.58% |
| Six Months | 4.64% |
| Nine Months | 11.86% |
| One Year | 10.11% |
| Three Years | 2.92% |
| Five Years | 26.35% |
| Ten Years | 64.78% |
| YTD | 3.83% |
| Since Inception | 107.83% |
Yearly Returns
| 2024 | 3.83% |
|---|---|
| 2023 | 10.48% |
| 2022 | -12.37% |
| 2021 | 8.58% |
| 2020 | 10.59% |
| 2019 | 17.78% |
| 2018 | -3.95% |
| 2017 | 13.24% |
| 2016 | 7.50% |
| 2015 | -0.43% |
Risk against SP-DA
| Alpha | -6.10% |
|---|---|
| Beta | 0.46 |
| Correlation | 89.78% |
| Downside Deviation | 1.77% |
| Coefficient of determination | 80.60% |
| Standard Deviation | 1.67% |
| Sharpe Ratio | -3.22 |
| Sortino | -10.49 |
| Treynor | 10.2 |
| Ulcer Index | 1.97 |
| Ulcer Performance Index | -9.42 |