MFJUX
2060 MFS Lifetime-R4
$15.56
-0.06 (-0.38%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 192.67M |
| 52 Week High | 16.07 |
| 52 Week Low | 12.942 |
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Key Data
| Symbol | MFJUX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 15.56 |
| Price Yesterday | 15.62 |
| Market Cap | 192.67 |
| YTD Return | 4.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 16.07 |
|---|---|
| 52 Week Low | 12.94 |
| Market Cap | 192.67M |
| Shares Outstanding | 12.38M |
| Income Dividend Yield | 1.48% |
| Long Term Dividend Yield | 1.56% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.03% |
Returns Annualized
| One Day | -62.12% |
|---|---|
| Five Days | 92.06% |
| One Months | -24.17% |
| Three Months | 16.12% |
| Six Months | 42.44% |
| Nine Months | 10.87% |
| One Year | 16.66% |
| Three Years | 3.68% |
| Five Years | 9.01% |
| Ten Years | -999 |
| YTD | 13.68% |
| Since Inception | 9.87% |
Returns Total
| One Day | -0.38% |
|---|---|
| Five Days | 1.30% |
| One Month | -2.38% |
| Three Months | 3.80% |
| Six Months | 19.16% |
| Nine Months | 8.09% |
| One Year | 16.64% |
| Three Years | 11.45% |
| Five Years | 53.85% |
| Ten Years | -999 |
| YTD | 4.15% |
| Since Inception | 99.90% |
Yearly Returns
| 2024 | 4.15% |
|---|---|
| 2023 | 16.84% |
| 2022 | -15.75% |
| 2021 | 20.36% |
| 2020 | 13.48% |
| 2019 | 26.79% |
| 2018 | -7.88% |
| 2017 | 21.27% |
| 2016 | 0.78% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.22% |
|---|---|
| Beta | 0.85 |
| Correlation | 95.93% |
| Downside Deviation | 2.79% |
| Coefficient of determination | 92.02% |
| Standard Deviation | 3.01% |
| Sharpe Ratio | -0.89 |
| Sortino | -3.33 |
| Treynor | 13.27 |
| Ulcer Index | 3.28 |
| Ulcer Performance Index | -2.83 |