LFEAX
2035 MFS Lifetime-A
$16.83
-0.02 (-0.12%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 585.64M |
| 52 Week High | 17.52 |
| 52 Week Low | 14.628 |
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Key Data
| Symbol | LFEAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 16.83 |
| Price Yesterday | 16.85 |
| Market Cap | 585.64 |
| YTD Return | 1.45% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.008 |
Overview
| 52 Week High | 17.52 |
|---|---|
| 52 Week Low | 14.63 |
| Market Cap | 585.64M |
| Shares Outstanding | 34.80M |
| Income Dividend Yield | 1.97% |
| Long Term Dividend Yield | 0.57% |
| Short Term Dividend Yield | 0.11% |
| 52 Week Yield (All) | 2.65% |
Returns Annualized
| One Day | -25.89% |
|---|---|
| Five Days | -57.76% |
| One Months | -25.61% |
| Three Months | 8.51% |
| Six Months | 28.02% |
| Nine Months | 6.85% |
| One Year | 10.43% |
| Three Years | 2.27% |
| Five Years | 7.36% |
| Ten Years | 7.20% |
| YTD | 4.88% |
| Since Inception | 8.56% |
Returns Total
| One Day | -0.12% |
|---|---|
| Five Days | -1.69% |
| One Month | -2.55% |
| Three Months | 2.06% |
| Six Months | 13.02% |
| Nine Months | 5.12% |
| One Year | 10.42% |
| Three Years | 6.96% |
| Five Years | 42.53% |
| Ten Years | 100.24% |
| YTD | 1.45% |
| Since Inception | 155.62% |
Yearly Returns
| 2024 | 1.45% |
|---|---|
| 2023 | 14.56% |
| 2022 | -15.02% |
| 2021 | 16.89% |
| 2020 | 12.61% |
| 2019 | 24.75% |
| 2018 | -7.27% |
| 2017 | 19.13% |
| 2016 | 8.88% |
| 2015 | -0.42% |
Risk against SP-DA
| Alpha | -5.93% |
|---|---|
| Beta | 0.68 |
| Correlation | 95.41% |
| Downside Deviation | 2.43% |
| Coefficient of determination | 91.03% |
| Standard Deviation | 2.44% |
| Sharpe Ratio | -1.31 |
| Sortino | -4.55 |
| Treynor | 7.4 |
| Ulcer Index | 2.77 |
| Ulcer Performance Index | -3.99 |