MLLJX
MFS Lifetime Income-R4
$12.07
0.04 (0.33%)
Currency in USD / Last Updated: 4/23/2024
| Category | Target Date |
|---|---|
| Market Cap | 629.122M |
| 52 Week High | 12.31 |
| 52 Week Low | 10.998 |
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Key Data
| Symbol | MLLJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date |
| Price | 12.07 |
| Price Yesterday | 12.03 |
| Market Cap | 629.12 |
| YTD Return | 0.27% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0045 |
Overview
| 52 Week High | 12.31 |
|---|---|
| 52 Week Low | 11.00 |
| Market Cap | 629.12M |
| Shares Outstanding | 52.12M |
| Income Dividend Yield | 3.86% |
| Long Term Dividend Yield | 0.65% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.51% |
Returns Annualized
| One Day | 131.02% |
|---|---|
| Five Days | 34.10% |
| One Months | -16.94% |
| Three Months | 4.12% |
| Six Months | 19.79% |
| Nine Months | 5.51% |
| One Year | 6.21% |
| Three Years | 0.37% |
| Five Years | 4.01% |
| Ten Years | 3.94% |
| YTD | 0.86% |
| Since Inception | 5.00% |
Returns Total
| One Day | 0.33% |
|---|---|
| Five Days | 0.58% |
| One Month | -1.53% |
| Three Months | 1.01% |
| Six Months | 9.36% |
| Nine Months | 4.12% |
| One Year | 6.20% |
| Three Years | 1.11% |
| Five Years | 21.70% |
| Ten Years | 46.98% |
| YTD | 0.27% |
| Since Inception | 146.63% |
Yearly Returns
| 2024 | 0.27% |
|---|---|
| 2023 | 9.62% |
| 2022 | -11.46% |
| 2021 | 6.51% |
| 2020 | 10.15% |
| 2019 | 13.80% |
| 2018 | -2.38% |
| 2017 | 8.22% |
| 2016 | 5.29% |
| 2015 | -0.43% |
Risk against SP-DA
| Alpha | -6.88% |
|---|---|
| Beta | 0.4 |
| Correlation | 85.01% |
| Downside Deviation | 1.51% |
| Coefficient of determination | 72.26% |
| Standard Deviation | 1.62% |
| Sharpe Ratio | -3.29 |
| Sortino | -12.19 |
| Treynor | 2.07 |
| Ulcer Index | 1.88 |
| Ulcer Performance Index | -9.8 |