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MFS Lifetime 2040 Fund (MLFBX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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19.33

-0.02

(-0.10%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up13

Number of years down5

Best 1-yr total return (27 June 2024)33.03%

Worst 1-yr total return (27 June 2024)N/A

Risk statistics

3 years

MLFBXCategory average

5 years

MLFBXCategory average

10 years

MLFBXCategory average

Alpha

2.62-0.01

1.48-0.01

0.47-0.01

BETA

1.180.01

1.250.01

1.290.01

Mean annual return

0.340.01

0.820.01

0.650.01

R-squared

97.120.98

97.220.98

96.680.97

Standard deviation

15.010.15

15.730.13

13.130.12

Sharpe ratio

0.060.01

0.480.01

0.470.01

Treynor ratio

-0.170.09

5.330.09

4.290.07