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MFS Lifetime 2030 Fund (MLTBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.05-0.02 (-0.12%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)31.89%
Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years
MLTBXCategory average
5 years
MLTBXCategory average
10 years
MLTBXCategory average
Alpha
-0.36-0.01
-0.29-0
-0.27-0.01
BETA
0.90.01
0.960.01
1.020.01
Mean annual return
0.130.01
0.550.01
0.480.01
R-squared
98.460.98
97.830.98
96.70.97
Standard deviation
11.430.12
12.040.1
10.320.1
Sharpe ratio
-0.150.01
0.360.01
0.410.01
Treynor ratio
-2.60.09
3.970.09
3.760.07