LTTAX
2025 MFS Lifetime-A
$12.93
-0.03 (-0.23%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 389.13M |
| 52 Week High | 13.28 |
| 52 Week Low | 11.807 |
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Key Data
| Symbol | LTTAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 12.93 |
| Price Yesterday | 12.96 |
| Market Cap | 389.13 |
| YTD Return | -0.08% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 13.28 |
|---|---|
| 52 Week Low | 11.81 |
| Market Cap | 389.13M |
| Shares Outstanding | 30.10M |
| Income Dividend Yield | 2.90% |
| Long Term Dividend Yield | 0.27% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.17% |
Returns Annualized
| One Day | -44.27% |
|---|---|
| Five Days | -48.26% |
| One Months | -15.40% |
| Three Months | 3.48% |
| Six Months | 17.76% |
| Nine Months | 4.43% |
| One Year | 5.78% |
| Three Years | 0.24% |
| Five Years | 4.39% |
| Ten Years | 4.85% |
| YTD | -0.26% |
| Since Inception | 6.01% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | -1.30% |
| One Month | -1.45% |
| Three Months | 0.86% |
| Six Months | 8.44% |
| Nine Months | 3.32% |
| One Year | 5.78% |
| Three Years | 0.73% |
| Five Years | 23.90% |
| Ten Years | 60.38% |
| YTD | -0.08% |
| Since Inception | 94.85% |
Yearly Returns
| 2024 | -0.08% |
|---|---|
| 2023 | 10.14% |
| 2022 | -12.55% |
| 2021 | 8.29% |
| 2020 | 10.37% |
| 2019 | 17.53% |
| 2018 | -4.25% |
| 2017 | 13.06% |
| 2016 | 7.29% |
| 2015 | -0.71% |
Risk against SP-DA
| Alpha | -6.84% |
|---|---|
| Beta | 0.42 |
| Correlation | 85.80% |
| Downside Deviation | 1.64% |
| Coefficient of determination | 73.62% |
| Standard Deviation | 1.67% |
| Sharpe Ratio | -2.89 |
| Sortino | -10.19 |
| Treynor | 0.95 |
| Ulcer Index | 2 |
| Ulcer Performance Index | -8.38 |