LFIAX
2055 MFS Lifetime-A
$19.26
-0.01 (-0.05%)
Currency in USD / Last Updated: 4/24/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 358.427M |
| 52 Week High | 19.83 |
| 52 Week Low | 15.991 |
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Key Data
| Symbol | LFIAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 19.26 |
| Price Yesterday | 19.27 |
| Market Cap | 358.43 |
| YTD Return | 4.45% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 19.83 |
|---|---|
| 52 Week Low | 15.99 |
| Market Cap | 358.43M |
| Shares Outstanding | 18.61M |
| Income Dividend Yield | 1.34% |
| Long Term Dividend Yield | 1.84% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.17% |
Returns Annualized
| One Day | -12.27% |
|---|---|
| Five Days | 109.35% |
| One Months | -23.27% |
| Three Months | 19.81% |
| Six Months | 40.02% |
| Nine Months | 11.58% |
| One Year | 14.96% |
| Three Years | 3.62% |
| Five Years | 8.80% |
| Ten Years | 8.10% |
| YTD | 14.90% |
| Since Inception | 9.48% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.48% |
| One Month | -2.28% |
| Three Months | 4.62% |
| Six Months | 18.15% |
| Nine Months | 8.60% |
| One Year | 14.94% |
| Three Years | 11.23% |
| Five Years | 52.37% |
| Ten Years | 117.48% |
| YTD | 4.45% |
| Since Inception | 181.87% |
Yearly Returns
| 2024 | 4.45% |
|---|---|
| 2023 | 16.51% |
| 2022 | -15.82% |
| 2021 | 20.13% |
| 2020 | 13.05% |
| 2019 | 26.48% |
| 2018 | -8.21% |
| 2017 | 20.93% |
| 2016 | 8.75% |
| 2015 | -0.20% |
Risk against SP-DA
| Alpha | -6.52% |
|---|---|
| Beta | 0.84 |
| Correlation | 94.80% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 89.88% |
| Standard Deviation | 3.04% |
| Sharpe Ratio | -0.91 |
| Sortino | -3.4 |
| Treynor | 11.4 |
| Ulcer Index | 3.3 |
| Ulcer Performance Index | -2.9 |