Nasdaq USD
MFS Lifetime 2040 C (MLFCX)
17.77
-0.36
(-1.99%)
As of 8:06:38 AM EDT. Market Open.
Fund Summary
The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.94% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -5.78% |
| 5y Average Return | 9.51% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MLFCX | Category Average | MLFCX | Category Average | MLFCX | Category Average | |
| Alpha | 0.69 | -0.01 | 2.12 | -0.01 | 0.16 | -0.01 |
| BETA | 1.15 | 0.01 | 1.2 | 0.01 | 1.28 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 1.04 | 0.01 | 0.65 | 0.01 |
| R-squared | 96.64 | 0.98 | 96.89 | 0.98 | 96.46 | 0.97 |
| Standard Deviation | 14.68 | 0.15 | 14.05 | 0.13 | 13.14 | 0.12 |
| Sharpe Ratio | 0.05 | 0.01 | 0.69 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | -0.27 | 0.09 | 7.83 | 0.09 | 4.09 | 0.07 |
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