MFFSX
2050 MFS Lifetime-A
$23.34
-0.04 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 578.148M |
| 52 Week High | 23.38 |
| 52 Week Low | 18.572 |
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Key Data
| Symbol | MFFSX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 23.34 |
| Price Yesterday | 23.38 |
| Market Cap | 578.15 |
| YTD Return | 8.96% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 23.38 |
|---|---|
| 52 Week Low | 18.57 |
| Market Cap | 578.15M |
| Shares Outstanding | 24.77M |
| Income Dividend Yield | 1.31% |
| Long Term Dividend Yield | 1.70% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.01% |
Returns Annualized
| One Day | -35.07% |
|---|---|
| Five Days | 61.25% |
| One Months | 15.81% |
| Three Months | 6.91% |
| Six Months | 21.84% |
| Nine Months | 28.63% |
| One Year | 17.48% |
| Three Years | 4.01% |
| Five Years | 9.23% |
| Ten Years | 8.18% |
| YTD | 18.12% |
| Since Inception | 9.76% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.95% |
| One Month | 1.17% |
| Three Months | 1.66% |
| Six Months | 10.20% |
| Nine Months | 20.52% |
| One Year | 17.46% |
| Three Years | 12.45% |
| Five Years | 55.31% |
| Ten Years | 119.15% |
| YTD | 8.96% |
| Since Inception | 260.63% |
Yearly Returns
| 2024 | 8.96% |
|---|---|
| 2023 | 16.55% |
| 2022 | -15.87% |
| 2021 | 20.11% |
| 2020 | 13.01% |
| 2019 | 26.49% |
| 2018 | -8.12% |
| 2017 | 20.86% |
| 2016 | 8.80% |
| 2015 | -0.13% |
Risk against SP-DA
| Alpha | -7.02% |
|---|---|
| Beta | 0.82 |
| Correlation | 91.16% |
| Downside Deviation | 2.80% |
| Coefficient of determination | 83.10% |
| Standard Deviation | 2.89% |
| Sharpe Ratio | -1.12 |
| Sortino | -4.02 |
| Treynor | 14.77 |
| Ulcer Index | 3.31 |
| Ulcer Performance Index | -3.39 |