LFEUX
2035 MFS Lifetime-R4
$17.69
0.11 (0.63%)
Currency in USD / Last Updated: 3/27/2024
Category | Target Date-2030s |
---|---|
Market Cap | 602.5M |
52 Week High | 17.69 |
52 Week Low | 14.785 |
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Key Data
Symbol | LFEUX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 17.69 |
Price Yesterday | 17.58 |
Market Cap | 602.50 |
YTD Return | 5.49% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0055 |
Overview
52 Week High | 17.69 |
---|---|
52 Week Low | 14.79 |
Market Cap | 602.50M |
Shares Outstanding | 34.06M |
Income Dividend Yield | 1.95% |
Long Term Dividend Yield | 0.54% |
Short Term Dividend Yield | 0.11% |
52 Week Yield (All) | 2.60% |
Returns Annualized
One Day | 382.33% |
---|---|
Five Days | 33.11% |
One Months | 42.10% |
Three Months | 22.77% |
Six Months | 34.88% |
Nine Months | 17.75% |
One Year | 18.96% |
Three Years | 5.06% |
Five Years | 9.01% |
Ten Years | 7.96% |
YTD | 25.17% |
Since Inception | 9.25% |
Returns Total
One Day | 0.63% |
---|---|
Five Days | 0.57% |
One Month | 2.97% |
Three Months | 5.17% |
Six Months | 15.98% |
Nine Months | 13.02% |
One Year | 18.94% |
Three Years | 15.92% |
Five Years | 53.80% |
Ten Years | 114.71% |
YTD | 5.49% |
Since Inception | 173.37% |
Yearly Returns
2024 | 5.49% |
---|---|
2023 | 14.86% |
2022 | -14.81% |
2021 | 17.17% |
2020 | 12.90% |
2019 | 25.16% |
2018 | -7.09% |
2017 | 19.49% |
2016 | 9.08% |
2015 | -0.12% |
Risk against SP-DA
Alpha | -5.72% |
---|---|
Beta | 0.67 |
Correlation | 94.62% |
Downside Deviation | 2.40% |
Coefficient of determination | 89.54% |
Standard Deviation | 2.39% |
Sharpe Ratio | -1.83 |
Sortino | -6.31 |
Treynor | 20.33 |
Ulcer Index | 2.69 |
Ulcer Performance Index | -5.62 |