MLFJX
2040 MFS Lifetime-R4
$19.83
-0.04 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2040s |
|---|---|
| Market Cap | 800.111M |
| 52 Week High | 19.87 |
| 52 Week Low | 15.982 |
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Key Data
| Symbol | MLFJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2040s |
| Price | 19.83 |
| Price Yesterday | 19.87 |
| Market Cap | 800.11 |
| YTD Return | 8.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0057 |
Overview
| 52 Week High | 19.87 |
|---|---|
| 52 Week Low | 15.98 |
| Market Cap | 800.11M |
| Shares Outstanding | 40.35M |
| Income Dividend Yield | 1.73% |
| Long Term Dividend Yield | 1.50% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.24% |
Returns Annualized
| One Day | -39.85% |
|---|---|
| Five Days | 58.41% |
| One Months | 15.85% |
| Three Months | 6.62% |
| Six Months | 20.14% |
| Nine Months | 27.30% |
| One Year | 16.76% |
| Three Years | 3.87% |
| Five Years | 8.97% |
| Ten Years | 8.15% |
| YTD | 16.61% |
| Since Inception | 7.62% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 0.92% |
| One Month | 1.17% |
| Three Months | 1.59% |
| Six Months | 9.44% |
| Nine Months | 19.59% |
| One Year | 16.74% |
| Three Years | 12.00% |
| Five Years | 53.46% |
| Ten Years | 118.54% |
| YTD | 8.24% |
| Since Inception | 295.81% |
Yearly Returns
| 2024 | 8.24% |
|---|---|
| 2023 | 16.25% |
| 2022 | -15.23% |
| 2021 | 18.94% |
| 2020 | 13.12% |
| 2019 | 26.10% |
| 2018 | -7.58% |
| 2017 | 20.83% |
| 2016 | 9.00% |
| 2015 | 0.04% |
Risk against SP-DA
| Alpha | -6.12% |
|---|---|
| Beta | 0.75 |
| Correlation | 91.33% |
| Downside Deviation | 2.71% |
| Coefficient of determination | 83.42% |
| Standard Deviation | 2.64% |
| Sharpe Ratio | -1.31 |
| Sortino | -4.41 |
| Treynor | 15.18 |
| Ulcer Index | 3.07 |
| Ulcer Performance Index | -3.9 |