LFIUX
2055 MFS Lifetime-R4
$19.29
0.18 (0.94%)
Currency in USD / Last Updated: 4/22/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 355.09M |
| 52 Week High | 20.05 |
| 52 Week Low | 16.15 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | LFIUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 19.29 |
| Price Yesterday | 19.11 |
| Market Cap | 355.09 |
| YTD Return | 3.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0058 |
Overview
| 52 Week High | 20.05 |
|---|---|
| 52 Week Low | 16.15 |
| Market Cap | 355.09M |
| Shares Outstanding | 18.41M |
| Income Dividend Yield | 1.46% |
| Long Term Dividend Yield | 1.83% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.30% |
Returns Annualized
| One Day | 964.27% |
|---|---|
| Five Days | -16.70% |
| One Months | -33.75% |
| Three Months | 16.45% |
| Six Months | 38.07% |
| Nine Months | 10.73% |
| One Year | 14.38% |
| Three Years | 3.90% |
| Five Years | 8.97% |
| Ten Years | 8.24% |
| YTD | 12.08% |
| Since Inception | 9.67% |
Returns Total
| One Day | 0.94% |
|---|---|
| Five Days | -0.36% |
| One Month | -3.21% |
| Three Months | 3.88% |
| Six Months | 17.34% |
| Nine Months | 7.93% |
| One Year | 14.30% |
| Three Years | 12.12% |
| Five Years | 53.52% |
| Ten Years | 120.38% |
| YTD | 3.54% |
| Since Inception | 187.27% |
Yearly Returns
| 2024 | 3.54% |
|---|---|
| 2023 | 16.82% |
| 2022 | -15.62% |
| 2021 | 20.40% |
| 2020 | 13.33% |
| 2019 | 26.82% |
| 2018 | -7.94% |
| 2017 | 21.09% |
| 2016 | 9.10% |
| 2015 | 0.08% |
Risk against SP-DA
| Alpha | -6.13% |
|---|---|
| Beta | 0.85 |
| Correlation | 95.24% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 90.71% |
| Standard Deviation | 3.04% |
| Sharpe Ratio | -0.84 |
| Sortino | -3.15 |
| Treynor | 10.6 |
| Ulcer Index | 3.27 |
| Ulcer Performance Index | -2.71 |