MFFPX
2050 MFS Lifetime-R4
$21.98
-0.05 (-0.23%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 538.479M |
| 52 Week High | 23.06 |
| 52 Week Low | 18.575 |
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Key Data
| Symbol | MFFPX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 21.98 |
| Price Yesterday | 22.03 |
| Market Cap | 538.48 |
| YTD Return | 2.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0058 |
Overview
| 52 Week High | 23.06 |
|---|---|
| 52 Week Low | 18.58 |
| Market Cap | 538.48M |
| Shares Outstanding | 24.50M |
| Income Dividend Yield | 1.59% |
| Long Term Dividend Yield | 1.80% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.39% |
Returns Annualized
| One Day | -43.63% |
|---|---|
| Five Days | -66.37% |
| One Months | -30.19% |
| Three Months | 13.62% |
| Six Months | 33.09% |
| Nine Months | 8.69% |
| One Year | 13.00% |
| Three Years | 3.51% |
| Five Years | 8.75% |
| Ten Years | 8.22% |
| YTD | 8.77% |
| Since Inception | 9.69% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | -2.14% |
| One Month | -3.09% |
| Three Months | 3.24% |
| Six Months | 15.22% |
| Nine Months | 6.48% |
| One Year | 12.98% |
| Three Years | 10.89% |
| Five Years | 51.98% |
| Ten Years | 119.93% |
| YTD | 2.57% |
| Since Inception | 250.61% |
Yearly Returns
| 2024 | 2.57% |
|---|---|
| 2023 | 16.83% |
| 2022 | -15.64% |
| 2021 | 20.42% |
| 2020 | 13.28% |
| 2019 | 26.76% |
| 2018 | -7.95% |
| 2017 | 21.24% |
| 2016 | 9.11% |
| 2015 | 0.09% |
Risk against SP-DA
| Alpha | -6.18% |
|---|---|
| Beta | 0.86 |
| Correlation | 96.62% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 93.36% |
| Standard Deviation | 3.03% |
| Sharpe Ratio | -0.81 |
| Sortino | -3.02 |
| Treynor | 8.89 |
| Ulcer Index | 3.26 |
| Ulcer Performance Index | -2.6 |