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MFS Lifetime 2040 Fund (MLFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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19.57

-0.01

(-0.05%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up14

Number of years down4

Best 1-yr total return (27 June 2024)34.21%

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

Risk statistics

3 years

MLFIXCategory average

5 years

MLFIXCategory average

10 years

MLFIXCategory average

Alpha

3.61-0.01

2.49-0.01

1.45-0.01

BETA

1.180.01

1.250.01

1.290.01

Mean annual return

0.430.01

0.90.01

0.730.01

R-squared

97.170.98

97.250.98

96.720.97

Standard deviation

150.15

15.740.13

13.140.12

Sharpe ratio

0.130.01

0.540.01

0.550.01

Treynor ratio

0.70.09

6.20.09

5.10.07