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 |