MFFPX
2050 MFS Lifetime-R4
$23.38
-0.04 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 578.143M |
| 52 Week High | 23.42 |
| 52 Week Low | 18.575 |
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Key Data
| Symbol | MFFPX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 23.38 |
| Price Yesterday | 23.42 |
| Market Cap | 578.14 |
| YTD Return | 9.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0058 |
Overview
| 52 Week High | 23.42 |
|---|---|
| 52 Week Low | 18.58 |
| Market Cap | 578.14M |
| Shares Outstanding | 24.73M |
| Income Dividend Yield | 1.50% |
| Long Term Dividend Yield | 1.69% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.19% |
Returns Annualized
| One Day | -35.03% |
|---|---|
| Five Days | 61.12% |
| One Months | 16.41% |
| Three Months | 7.08% |
| Six Months | 22.15% |
| Nine Months | 29.00% |
| One Year | 17.80% |
| Three Years | 4.26% |
| Five Years | 9.49% |
| Ten Years | 8.45% |
| YTD | 18.41% |
| Since Inception | 10.03% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.95% |
| One Month | 1.21% |
| Three Months | 1.70% |
| Six Months | 10.34% |
| Nine Months | 20.78% |
| One Year | 17.78% |
| Three Years | 13.25% |
| Five Years | 57.18% |
| Ten Years | 124.55% |
| YTD | 9.10% |
| Since Inception | 273.01% |
Yearly Returns
| 2024 | 9.10% |
|---|---|
| 2023 | 16.83% |
| 2022 | -15.64% |
| 2021 | 20.42% |
| 2020 | 13.28% |
| 2019 | 26.76% |
| 2018 | -7.95% |
| 2017 | 21.24% |
| 2016 | 9.11% |
| 2015 | 0.09% |
Risk against SP-DA
| Alpha | -6.61% |
|---|---|
| Beta | 0.82 |
| Correlation | 91.14% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 83.06% |
| Standard Deviation | 2.88% |
| Sharpe Ratio | -1.09 |
| Sortino | -3.87 |
| Treynor | 15.23 |
| Ulcer Index | 3.29 |
| Ulcer Performance Index | -3.31 |