MFLJX
2020 MFS Lifetime-R4\Disc
$12.14
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Target-Date 2020 |
|---|---|
| Market Cap | 232.048M |
| 52 Week High | 13.17 |
| 52 Week Low | 11.589 |
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Key Data
| Symbol | MFLJX |
|---|---|
| Type | Mutual Fund |
| Category | Target-Date 2020 |
| Price | 12.14 |
| Price Yesterday | 12.14 |
| Market Cap | 232.05 |
| YTD Return | -7.82% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 13.17 |
|---|---|
| 52 Week Low | 11.59 |
| Market Cap | 232.05M |
| Shares Outstanding | 19.11M |
| Income Dividend Yield | 5.32% |
| Long Term Dividend Yield | 7.67% |
| Short Term Dividend Yield | 0.33% |
| 52 Week Yield (All) | 13.32% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.41% |
| Nine Months | -5.72% |
| One Year | -7.78% |
| Three Years | 3.01% |
| Five Years | 4.11% |
| Ten Years | 5.39% |
| YTD | -8.91% |
| Since Inception | 5.32% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 1.22% |
| Nine Months | -4.32% |
| One Year | -7.77% |
| Three Years | 9.27% |
| Five Years | 22.26% |
| Ten Years | 68.89% |
| YTD | -7.82% |
| Since Inception | 142.70% |
Yearly Returns
| 2022 | -7.82% |
|---|---|
| 2021 | 6.52% |
| 2020 | 9.74% |
| 2019 | 14.65% |
| 2018 | -2.80% |
| 2017 | 10.03% |
| 2016 | 6.27% |
| 2015 | -0.40% |
| 2014 | 4.29% |
| 2013 | 11.72% |
Risk against SP-DA
| Alpha | -6.04% |
|---|---|
| Beta | 0.18 |
| Correlation | 73.53% |
| Downside Deviation | 2.26% |
| Coefficient of determination | 54.07% |
| Standard Deviation | 1.75% |
| Sharpe Ratio | 0.93 |
| Sortino | 2.5 |
| Treynor | -47.06 |
| Ulcer Index | 6.94 |
| Ulcer Performance Index | 0.81 |