MFFNX
2050 MFS Lifetime-R2
$23.08
-0.04 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 578.186M |
| 52 Week High | 23.13 |
| 52 Week Low | 18.397 |
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Key Data
| Symbol | MFFNX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 23.08 |
| Price Yesterday | 23.12 |
| Market Cap | 578.19 |
| YTD Return | 8.82% |
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 | 23.13 |
|---|---|
| 52 Week Low | 18.40 |
| Market Cap | 578.19M |
| Shares Outstanding | 25.05M |
| Income Dividend Yield | 1.01% |
| Long Term Dividend Yield | 1.72% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.72% |
Returns Annualized
| One Day | -35.39% |
|---|---|
| Five Days | 62.13% |
| One Months | 16.00% |
| Three Months | 6.61% |
| Six Months | 21.54% |
| Nine Months | 28.33% |
| One Year | 17.19% |
| Three Years | 3.75% |
| Five Years | 8.95% |
| Ten Years | 7.91% |
| YTD | 17.82% |
| Since Inception | 9.48% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.96% |
| One Month | 1.18% |
| Three Months | 1.58% |
| Six Months | 10.06% |
| Nine Months | 20.31% |
| One Year | 17.17% |
| Three Years | 11.62% |
| Five Years | 53.37% |
| Ten Years | 113.76% |
| YTD | 8.82% |
| Since Inception | 248.43% |
Yearly Returns
| 2024 | 8.82% |
|---|---|
| 2023 | 16.28% |
| 2022 | -16.05% |
| 2021 | 19.80% |
| 2020 | 12.73% |
| 2019 | 26.21% |
| 2018 | -8.39% |
| 2017 | 20.58% |
| 2016 | 8.57% |
| 2015 | -0.46% |
Risk against SP-DA
| Alpha | -7.17% |
|---|---|
| Beta | 0.81 |
| Correlation | 91.02% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 82.85% |
| Standard Deviation | 2.87% |
| Sharpe Ratio | -1.16 |
| Sortino | -4.11 |
| Treynor | 14.52 |
| Ulcer Index | 3.33 |
| Ulcer Performance Index | -3.46 |