LFESX
2035 MFS Lifetime-R2
$16.86
-0.02 (-0.12%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 585.995M |
| 52 Week High | 17.55 |
| 52 Week Low | 14.673 |
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Key Data
| Symbol | LFESX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 16.86 |
| Price Yesterday | 16.88 |
| Market Cap | 586.00 |
| YTD Return | 1.38% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 17.55 |
|---|---|
| 52 Week Low | 14.67 |
| Market Cap | 586.00M |
| Shares Outstanding | 34.76M |
| Income Dividend Yield | 1.66% |
| Long Term Dividend Yield | 0.57% |
| Short Term Dividend Yield | 0.11% |
| 52 Week Yield (All) | 2.34% |
Returns Annualized
| One Day | -25.85% |
|---|---|
| Five Days | -57.70% |
| One Months | -25.58% |
| Three Months | 8.24% |
| Six Months | 27.68% |
| Nine Months | 6.67% |
| One Year | 10.15% |
| Three Years | 2.02% |
| Five Years | 7.09% |
| Ten Years | 6.93% |
| YTD | 4.66% |
| Since Inception | 8.29% |
Returns Total
| One Day | -0.12% |
|---|---|
| Five Days | -1.69% |
| One Month | -2.54% |
| Three Months | 2.00% |
| Six Months | 12.87% |
| Nine Months | 4.98% |
| One Year | 10.14% |
| Three Years | 6.17% |
| Five Years | 40.76% |
| Ten Years | 95.27% |
| YTD | 1.38% |
| Since Inception | 148.49% |
Yearly Returns
| 2024 | 1.38% |
|---|---|
| 2023 | 14.25% |
| 2022 | -15.25% |
| 2021 | 16.61% |
| 2020 | 12.35% |
| 2019 | 24.50% |
| 2018 | -7.54% |
| 2017 | 18.83% |
| 2016 | 8.65% |
| 2015 | -0.65% |
Risk against SP-DA
| Alpha | -6.10% |
|---|---|
| Beta | 0.68 |
| Correlation | 95.27% |
| Downside Deviation | 2.45% |
| Coefficient of determination | 90.76% |
| Standard Deviation | 2.42% |
| Sharpe Ratio | -1.35 |
| Sortino | -4.63 |
| Treynor | 7.06 |
| Ulcer Index | 2.8 |
| Ulcer Performance Index | -4.04 |