MLFJX
2040 MFS Lifetime-R4
$18.73
-0.03 (-0.16%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2040s |
|---|---|
| Market Cap | 758.044M |
| 52 Week High | 19.58 |
| 52 Week Low | 15.982 |
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Key Data
| Symbol | MLFJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2040s |
| Price | 18.73 |
| Price Yesterday | 18.76 |
| Market Cap | 758.04 |
| YTD Return | 2.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0057 |
Overview
| 52 Week High | 19.58 |
|---|---|
| 52 Week Low | 15.98 |
| Market Cap | 758.04M |
| Shares Outstanding | 40.47M |
| Income Dividend Yield | 1.83% |
| Long Term Dividend Yield | 1.59% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.43% |
Returns Annualized
| One Day | -33.22% |
|---|---|
| Five Days | -62.73% |
| One Months | -28.24% |
| Three Months | 11.93% |
| Six Months | 31.42% |
| Nine Months | 8.33% |
| One Year | 12.45% |
| Three Years | 3.24% |
| Five Years | 8.34% |
| Ten Years | 7.97% |
| YTD | 7.62% |
| Since Inception | 7.38% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | -1.94% |
| One Month | -2.85% |
| Three Months | 2.86% |
| Six Months | 14.50% |
| Nine Months | 6.22% |
| One Year | 12.44% |
| Three Years | 10.03% |
| Five Years | 49.18% |
| Ten Years | 115.04% |
| YTD | 2.24% |
| Since Inception | 273.85% |
Yearly Returns
| 2024 | 2.24% |
|---|---|
| 2023 | 16.25% |
| 2022 | -15.23% |
| 2021 | 18.94% |
| 2020 | 13.12% |
| 2019 | 26.10% |
| 2018 | -7.58% |
| 2017 | 20.83% |
| 2016 | 9.00% |
| 2015 | 0.04% |
Risk against SP-DA
| Alpha | -5.50% |
|---|---|
| Beta | 0.78 |
| Correlation | 96.55% |
| Downside Deviation | 2.64% |
| Coefficient of determination | 93.21% |
| Standard Deviation | 2.76% |
| Sharpe Ratio | -0.94 |
| Sortino | -3.41 |
| Treynor | 9.05 |
| Ulcer Index | 3.03 |
| Ulcer Performance Index | -2.98 |