MFLGX
2020 MFS Lifetime-R2\Disc
$11.98
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Target-Date 2020 |
|---|---|
| Market Cap | 232.062M |
| 52 Week High | 13.042 |
| 52 Week Low | 11.456 |
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Key Data
| Symbol | MFLGX |
|---|---|
| Type | Mutual Fund |
| Category | Target-Date 2020 |
| Price | 11.98 |
| Price Yesterday | 11.98 |
| Market Cap | 232.06 |
| YTD Return | -8.14% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0097 |
Overview
| 52 Week High | 13.04 |
|---|---|
| 52 Week Low | 11.46 |
| Market Cap | 232.06M |
| Shares Outstanding | 19.37M |
| Income Dividend Yield | 4.41% |
| Long Term Dividend Yield | 7.78% |
| Short Term Dividend Yield | 0.33% |
| 52 Week Yield (All) | 12.52% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.14% |
| Nine Months | -6.10% |
| One Year | -8.09% |
| Three Years | 2.56% |
| Five Years | 3.61% |
| Ten Years | 4.88% |
| YTD | -9.28% |
| Since Inception | 4.80% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 1.08% |
| Nine Months | -4.60% |
| One Year | -8.08% |
| Three Years | 7.86% |
| Five Years | 19.35% |
| Ten Years | 60.85% |
| YTD | -8.14% |
| Since Inception | 122.97% |
Yearly Returns
| 2022 | -8.14% |
|---|---|
| 2021 | 6.04% |
| 2020 | 9.20% |
| 2019 | 14.04% |
| 2018 | -3.22% |
| 2017 | 9.38% |
| 2016 | 5.79% |
| 2015 | -0.87% |
| 2014 | 3.82% |
| 2013 | 11.13% |
Risk against SP-DA
| Alpha | -6.37% |
|---|---|
| Beta | 0.18 |
| Correlation | 73.06% |
| Downside Deviation | 2.26% |
| Coefficient of determination | 53.37% |
| Standard Deviation | 1.75% |
| Sharpe Ratio | 0.88 |
| Sortino | 2.36 |
| Treynor | -49.02 |
| Ulcer Index | 7.15 |
| Ulcer Performance Index | 0.74 |