Skip to main content
MLLAX

MFS Lifetime Income-A

$12.32 0.05 (0.41%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date
Market Cap 643.073M
52 Week High 12.32
52 Week Low 11.039
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol MLLAX
Type Mutual Fund
Category Target Date
Price 12.32
Price Yesterday 12.27
Market Cap 643.07
YTD Return 2.03%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.0425
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.007
Overview
52 Week High 12.32
52 Week Low 11.04
Market Cap 643.07M
Shares Outstanding 52.20M
Income Dividend Yield 3.45%
Long Term Dividend Yield 0.63%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 4.09%
Returns Annualized
One Day 178.94%
Five Days 27.93%
One Months 25.40%
Three Months 8.96%
Six Months 20.64%
Nine Months 9.83%
One Year 9.53%
Three Years 1.39%
Five Years 4.31%
Ten Years 3.93%
YTD 8.81%
Since Inception 4.86%
Returns Total
One Day 0.41%
Five Days 0.49%
One Month 1.90%
Three Months 2.13%
Six Months 9.75%
Nine Months 7.28%
One Year 9.52%
Three Years 4.21%
Five Years 23.46%
Ten Years 46.91%
YTD 2.03%
Since Inception 139.55%
Yearly Returns
2024 2.03%
2023 9.35%
2022 -11.75%
2021 6.32%
2020 9.88%
2019 13.52%
2018 -2.64%
2017 8.05%
2016 5.04%
2015 -0.67%
Risk against SP-DA
Alpha -7.38%
Beta 0.4
Correlation 85.81%
Downside Deviation 1.56%
Coefficient of determination 73.64%
Standard Deviation 1.58%
Sharpe Ratio -4.48
Sortino -15.76
Treynor 10.55
Ulcer Index 1.84
Ulcer Performance Index -13.38

Other "Target-Date Retirement" Mutual Funds

POMGX PBRNX FYTKX TDIFX URINX MLLGX ISWAX WOTDX FIRNX FIAFX LPRRX FIKFX ARSRX JSRSX LERIX VTINX FHRDX ARTAX FRIMX FIRMX FEGLX FFFAX PALTX VTRVX FTRAX WDYAX WFLOX ARTOX PRMYX PRMAX PLSPX STLAX ARDTX NWEIX JSIQX FTAFX JSIYX LERKX SSFOX FFGZX JSRAX PBRDX JSIIX MLLIX LERAX MLLAX FCAFX NWEAX JIBBX JIYBX FLRDX PLSSX LPRAX PLSIX FNSHX FRAMX PBRAX MLLJX STWRX ATTIX LIRIX JRFSX LIRAX FAFAX FAPIX VSZJX LIRKX NWEBX ISKAX