MFJUX
2060 MFS Lifetime-R4
$16.30
-0.03 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 210.231M |
| 52 Week High | 16.33 |
| 52 Week Low | 12.942 |
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Key Data
| Symbol | MFJUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 16.3 |
| Price Yesterday | 16.33 |
| Market Cap | 210.23 |
| YTD Return | 9.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 16.33 |
|---|---|
| 52 Week Low | 12.94 |
| Market Cap | 210.23M |
| Shares Outstanding | 12.90M |
| Income Dividend Yield | 1.41% |
| Long Term Dividend Yield | 1.49% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.89% |
Returns Annualized
| One Day | -37.11% |
|---|---|
| Five Days | 64.49% |
| One Months | 16.85% |
| Three Months | 7.30% |
| Six Months | 22.20% |
| Nine Months | 29.01% |
| One Year | 17.84% |
| Three Years | 4.21% |
| Five Years | 9.51% |
| Ten Years | -999 |
| YTD | 18.42% |
| Since Inception | 10.27% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 0.99% |
| One Month | 1.24% |
| Three Months | 1.75% |
| Six Months | 10.36% |
| Nine Months | 20.79% |
| One Year | 17.83% |
| Three Years | 13.09% |
| Five Years | 57.29% |
| Ten Years | -999 |
| YTD | 9.10% |
| Since Inception | 109.40% |
Yearly Returns
| 2024 | 9.10% |
|---|---|
| 2023 | 16.84% |
| 2022 | -15.75% |
| 2021 | 20.36% |
| 2020 | 13.48% |
| 2019 | 26.79% |
| 2018 | -7.88% |
| 2017 | 21.27% |
| 2016 | 0.78% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.60% |
|---|---|
| Beta | 0.82 |
| Correlation | 91.33% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 83.41% |
| Standard Deviation | 2.88% |
| Sharpe Ratio | -1.09 |
| Sortino | -3.86 |
| Treynor | 15.26 |
| Ulcer Index | 3.3 |
| Ulcer Performance Index | -3.3 |