LFISX
2055 MFS Lifetime-R2
$19.27
-0.01 (-0.05%)
Currency in USD / Last Updated: 4/24/2024
Category | Target Date-2050s |
---|---|
Market Cap | 358.426M |
52 Week High | 19.84 |
52 Week Low | 16.01 |
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Key Data
Symbol | LFISX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 19.27 |
Price Yesterday | 19.28 |
Market Cap | 358.43 |
YTD Return | 4.39% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0108 |
Overview
52 Week High | 19.84 |
---|---|
52 Week Low | 16.01 |
Market Cap | 358.43M |
Shares Outstanding | 18.60M |
Income Dividend Yield | 1.04% |
Long Term Dividend Yield | 1.84% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.88% |
Returns Annualized
One Day | -12.27% |
---|---|
Five Days | 109.27% |
One Months | -23.25% |
Three Months | 19.80% |
Six Months | 39.66% |
Nine Months | 11.30% |
One Year | 14.68% |
Three Years | 3.37% |
Five Years | 8.53% |
Ten Years | 7.83% |
YTD | 14.70% |
Since Inception | 9.21% |
Returns Total
One Day | -0.05% |
---|---|
Five Days | 1.47% |
One Month | -2.28% |
Three Months | 4.61% |
Six Months | 18.00% |
Nine Months | 8.40% |
One Year | 14.66% |
Three Years | 10.44% |
Five Years | 50.45% |
Ten Years | 112.18% |
YTD | 4.39% |
Since Inception | 173.96% |
Yearly Returns
2024 | 4.39% |
---|---|
2023 | 16.22% |
2022 | -16.03% |
2021 | 19.86% |
2020 | 12.73% |
2019 | 26.14% |
2018 | -8.38% |
2017 | 20.56% |
2016 | 8.51% |
2015 | -0.43% |
Risk against SP-DA
Alpha | -6.80% |
---|---|
Beta | 0.84 |
Correlation | 94.67% |
Downside Deviation | 2.80% |
Coefficient of determination | 89.63% |
Standard Deviation | 3.04% |
Sharpe Ratio | -0.94 |
Sortino | -3.53 |
Treynor | 11.07 |
Ulcer Index | 3.31 |
Ulcer Performance Index | -2.98 |