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MLTGX

2030 MFS Lifetime-R2

$16.00 0.08 (0.50%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2030s
Market Cap 812.858M
52 Week High 16
52 Week Low 13.851
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Key Data
Symbol MLTGX
Type Mutual Fund
Category Target Date-2030s
Price 16
Price Yesterday 15.92
Market Cap 812.86
YTD Return 3.76%
Expense Details
Deferred 0
12b-1 0.005
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0101
Overview
52 Week High 16.00
52 Week Low 13.85
Market Cap 812.86M
Shares Outstanding 50.80M
Income Dividend Yield 2.09%
Long Term Dividend Yield 1.14%
Short Term Dividend Yield 0.11%
52 Week Yield (All) 3.34%
Returns Annualized
One Day 254.10%
Five Days 28.77%
One Months 32.45%
Three Months 14.69%
Six Months 27.43%
Nine Months 13.25%
One Year 13.86%
Three Years 2.90%
Five Years 6.63%
Ten Years 6.26%
YTD 16.79%
Since Inception 6.18%
Returns Total
One Day 0.50%
Five Days 0.50%
One Month 2.37%
Three Months 3.43%
Six Months 12.76%
Nine Months 9.77%
One Year 13.85%
Three Years 8.93%
Five Years 37.74%
Ten Years 83.28%
YTD 3.76%
Since Inception 202.00%
Yearly Returns
2024 3.76%
2023 11.88%
2022 -14.20%
2021 12.19%
2020 11.31%
2019 21.35%
2018 -6.14%
2017 16.56%
2016 8.37%
2015 -0.91%
Risk against SP-DA
Alpha -6.70%
Beta 0.53
Correlation 91.40%
Downside Deviation 2.06%
Coefficient of determination 83.54%
Standard Deviation 1.95%
Sharpe Ratio -2.99
Sortino -9.81
Treynor 16.19
Ulcer Index 2.34
Ulcer Performance Index -8.66

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