MLTCX
2030 MFS Lifetime-C
$15.97
-0.02 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 805.83M |
| 52 Week High | 15.99 |
| 52 Week Low | 13.725 |
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Key Data
| Symbol | MLTCX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 15.97 |
| Price Yesterday | 15.99 |
| Market Cap | 805.83 |
| YTD Return | 4.58% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0151 |
Overview
| 52 Week High | 15.99 |
|---|---|
| 52 Week Low | 13.73 |
| Market Cap | 805.83M |
| Shares Outstanding | 50.46M |
| Income Dividend Yield | 1.65% |
| Long Term Dividend Yield | 1.14% |
| Short Term Dividend Yield | 0.11% |
| 52 Week Yield (All) | 2.90% |
Returns Annualized
| One Day | -27.07% |
|---|---|
| Five Days | 55.93% |
| One Months | 14.45% |
| Three Months | 5.53% |
| Six Months | 11.62% |
| Nine Months | 18.80% |
| One Year | 11.03% |
| Three Years | 0.82% |
| Five Years | 5.29% |
| Ten Years | 5.38% |
| YTD | 9.09% |
| Since Inception | 5.63% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 0.88% |
| One Month | 1.08% |
| Three Months | 1.33% |
| Six Months | 5.55% |
| Nine Months | 13.63% |
| One Year | 11.02% |
| Three Years | 2.46% |
| Five Years | 29.33% |
| Ten Years | 68.67% |
| YTD | 4.58% |
| Since Inception | 179.00% |
Yearly Returns
| 2024 | 4.58% |
|---|---|
| 2023 | 11.34% |
| 2022 | -14.64% |
| 2021 | 11.70% |
| 2020 | 10.75% |
| 2019 | 20.78% |
| 2018 | -6.66% |
| 2017 | 16.06% |
| 2016 | 7.79% |
| 2015 | -1.47% |
Risk against SP-DA
| Alpha | -7.06% |
|---|---|
| Beta | 0.54 |
| Correlation | 90.07% |
| Downside Deviation | 2.15% |
| Coefficient of determination | 81.13% |
| Standard Deviation | 1.95% |
| Sharpe Ratio | -2.62 |
| Sortino | -8.22 |
| Treynor | 10.37 |
| Ulcer Index | 2.46 |
| Ulcer Performance Index | -7.19 |