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MLTJX

2030 MFS Lifetime-R4

$16.51 -0.01 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
Category Target Date-2030s
Market Cap 806.155M
52 Week High 16.52
52 Week Low 14.088
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Key Data
Symbol MLTJX
Type Mutual Fund
Category Target Date-2030s
Price 16.51
Price Yesterday 16.52
Market Cap 806.16
YTD Return 5.16%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0051
Overview
52 Week High 16.52
52 Week Low 14.09
Market Cap 806.16M
Shares Outstanding 48.83M
Income Dividend Yield 2.53%
Long Term Dividend Yield 1.10%
Short Term Dividend Yield 0.11%
52 Week Yield (All) 3.74%
Returns Annualized
One Day -14.17%
Five Days 63.44%
One Months 15.72%
Three Months 6.94%
Six Months 12.81%
Nine Months 20.09%
One Year 12.23%
Three Years 1.83%
Five Years 6.35%
Ten Years 6.45%
YTD 10.25%
Since Inception 6.68%
Returns Total
One Day -0.06%
Five Days 0.98%
One Month 1.16%
Three Months 1.66%
Six Months 6.11%
Nine Months 14.53%
One Year 12.21%
Three Years 5.56%
Five Years 35.96%
Ten Years 86.53%
YTD 5.16%
Since Inception 235.84%
Yearly Returns
2024 5.16%
2023 12.52%
2022 -13.79%
2021 12.75%
2020 11.89%
2019 22.03%
2018 -5.75%
2017 17.19%
2016 8.89%
2015 -0.41%
Risk against SP-DA
Alpha -5.94%
Beta 0.55
Correlation 91.27%
Downside Deviation 2.13%
Coefficient of determination 83.30%
Standard Deviation 1.93%
Sharpe Ratio -2.47
Sortino -7.75
Treynor 12.5
Ulcer Index 2.34
Ulcer Performance Index -7.05

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