LTTUX
2025 MFS Lifetime-R4
$13.09
-0.03 (-0.23%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-2020s |
---|---|
Market Cap | 390.637M |
52 Week High | 13.39 |
52 Week Low | 11.891 |
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Key Data
Symbol | LTTUX |
---|---|
Type | Mutual Fund |
Category | Target Date-2020s |
Price | 13.09 |
Price Yesterday | 13.12 |
Market Cap | 390.64 |
YTD Return | 0.38% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0047 |
Overview
52 Week High | 13.39 |
---|---|
52 Week Low | 11.89 |
Market Cap | 390.64M |
Shares Outstanding | 29.84M |
Income Dividend Yield | 3.00% |
Long Term Dividend Yield | 0.27% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.27% |
Returns Annualized
One Day | -43.87% |
---|---|
Five Days | 21.30% |
One Months | -18.81% |
Three Months | 2.48% |
Six Months | 21.39% |
Nine Months | 5.33% |
One Year | 6.62% |
Three Years | 0.56% |
Five Years | 4.66% |
Ten Years | 5.16% |
YTD | 1.21% |
Since Inception | 6.29% |
Returns Total
One Day | -0.23% |
---|---|
Five Days | 0.38% |
One Month | -1.80% |
Three Months | 0.61% |
Six Months | 10.08% |
Nine Months | 3.99% |
One Year | 6.61% |
Three Years | 1.68% |
Five Years | 25.53% |
Ten Years | 65.28% |
YTD | 0.38% |
Since Inception | 100.92% |
Yearly Returns
2024 | 0.38% |
---|---|
2023 | 10.48% |
2022 | -12.37% |
2021 | 8.58% |
2020 | 10.59% |
2019 | 17.78% |
2018 | -3.95% |
2017 | 13.24% |
2016 | 7.50% |
2015 | -0.43% |
Risk against SP-DA
Alpha | -7.66% |
---|---|
Beta | 0.43 |
Correlation | 88.49% |
Downside Deviation | 1.64% |
Coefficient of determination | 78.31% |
Standard Deviation | 1.66% |
Sharpe Ratio | -3.36 |
Sortino | -11.79 |
Treynor | 2.87 |
Ulcer Index | 1.97 |
Ulcer Performance Index | -9.84 |