MFLAX
2020 MFS Lifetime-A\Disc
$11.98
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Target-Date 2020 |
|---|---|
| Market Cap | 230.9M |
| 52 Week High | 13.081 |
| 52 Week Low | 11.508 |
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Key Data
| Symbol | MFLAX |
|---|---|
| Type | Mutual Fund |
| Category | Target-Date 2020 |
| Price | 11.98 |
| Price Yesterday | 11.98 |
| Market Cap | 230.90 |
| YTD Return | -8.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 13.08 |
|---|---|
| 52 Week Low | 11.51 |
| Market Cap | 230.90M |
| Shares Outstanding | 19.27M |
| Income Dividend Yield | 4.97% |
| Long Term Dividend Yield | 7.78% |
| Short Term Dividend Yield | 0.33% |
| 52 Week Yield (All) | 13.08% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 1.26% |
| Nine Months | -6.59% |
| One Year | -8.39% |
| Three Years | 2.61% |
| Five Years | 3.76% |
| Ten Years | 5.08% |
| YTD | -9.59% |
| Since Inception | 5.13% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.64% |
| Nine Months | -4.98% |
| One Year | -8.38% |
| Three Years | 8.01% |
| Five Years | 20.22% |
| Ten Years | 64.00% |
| YTD | -8.42% |
| Since Inception | 135.13% |
Yearly Returns
| 2022 | -8.42% |
|---|---|
| 2021 | 6.19% |
| 2020 | 9.52% |
| 2019 | 14.39% |
| 2018 | -3.01% |
| 2017 | 9.66% |
| 2016 | 6.06% |
| 2015 | -0.67% |
| 2014 | 4.10% |
| 2013 | 11.38% |
Risk against SP-DA
| Alpha | -6.68% |
|---|---|
| Beta | 0.18 |
| Correlation | 72.79% |
| Downside Deviation | 2.25% |
| Coefficient of determination | 52.99% |
| Standard Deviation | 1.75% |
| Sharpe Ratio | 0.83 |
| Sortino | 2.23 |
| Treynor | -50.76 |
| Ulcer Index | 7.17 |
| Ulcer Performance Index | 0.7 |