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MFS Lifetime 2040 R1 (MLFEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.34+0.10 (+0.49%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down5
Best 1-yr total return (3 Oct 2024)33.08%
Worst 1-yr total return (3 Oct 2024)N/A

Risk statistics

3 years
MLFEXCategory average
5 years
MLFEXCategory average
10 years
MLFEXCategory average
Alpha
1.58-0.01
1.12-0.01
0.3-0.01
BETA
1.170.01
1.250.01
1.290.01
Mean annual return
0.50.01
0.830.01
0.710.01
R-squared
96.860.98
97.030.98
96.570.97
Standard deviation
14.910.15
15.60.13
13.060.12
Sharpe ratio
0.150.01
0.480.01
0.520.01
Treynor ratio
0.980.09
5.340.09
4.840.07