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MFLIX: MFS LIFETIME 2020 FUND I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/29/2005 |
Last Dividend Date: | 08/03/2022 |
12-Mo. Yield | 3.87% |
Expenses | 0.72% |
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Performance Analytics (As of 10/04/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/29/2005 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.4 | -13.2 | -6.2 | -0.3 | 0.8 | 2.1 | -4.3 | -44.0 | 9.7 | 14.6 | -2.7 | 10.0 | 6.4 | -0.4 | 4.3 | 11.7 | 12.6 | 1.0 | 14.7 | 27.4 | -29.5 | 9.2 | 12.9 | 1.7 |
Sharpe Ratio | NA | -0.41 | -0.41 | -0.27 | -0.04 | NA | 0.08 | -0.78 | -0.78 | 0.91 | 3.89 | -0.85 | 3.68 | 1.17 | -0.08 | 0.92 | 2.08 | 1.88 | 0.08 | 1.32 | 1.57 | -1.13 | 0.54 | 1.04 | 0.49 |
Draw Down(%) | NA | 12.3 | 47.3 | 47.3 | 47.3 | NA | 47.3 | 11.9 | 45.0 | 15.5 | 1.2 | 6.4 | 1.0 | 3.5 | 5.6 | 3.6 | 5.3 | 5.5 | 11.3 | 8.6 | 17.7 | 38.9 | 7.5 | 9.6 | 3.9 |
Standard Deviation(%) | NA | 7.5 | 32.9 | 25.7 | 18.5 | NA | 17.2 | 8.4 | 56.2 | 10.4 | 3.4 | 4.8 | 2.6 | 5.2 | 5.5 | 4.6 | 5.6 | 6.7 | 13.0 | 11.1 | 17.4 | 26.8 | 11.4 | 9.2 | 8.7 |
Treynor Ratio | NA | -0.29 | -0.82 | -1.14 | -0.08 | NA | 0.04 | -0.13 | 0.91 | 0.37 | 12.98 | -0.4 | 0.15 | 0.1 | -0.01 | 0.06 | 0.15 | 0.16 | 0.01 | 0.17 | 0.31 | -0.32 | 0.06 | 0.09 | 0.0 |
Alpha | NA | -0.01 | -0.05 | -0.02 | 0.0 | NA | 0.0 | 0.02 | -0.16 | 0.02 | 0.05 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 | NA |
Beta | NA | 0.11 | 0.17 | 0.06 | 0.1 | NA | 0.32 | 0.52 | -0.49 | 0.26 | 0.01 | 0.1 | 0.63 | 0.6 | 0.64 | 0.71 | 0.77 | 0.8 | 0.84 | 0.87 | 0.89 | 0.94 | 1.0 | 1.1 | NA |
RSquared | NA | 0.1 | 0.02 | 0.01 | 0.02 | NA | 0.18 | 0.47 | 0.0 | 0.37 | 0.02 | 0.21 | 0.8 | 0.84 | 0.96 | 0.96 | 0.96 | 0.97 | 0.97 | 0.94 | 0.96 | 0.97 | 0.98 | 0.4 | 0.0 |
Yield(%) | N/A | 11.1 | 7.0 | 6.2 | 5.4 | 4.4 | N/A | 3.3 | 8.4 | 4.4 | 5.5 | 5.3 | 4.9 | 7.9 | 3.7 | 2.3 | 2.1 | 2.4 | 2.9 | 2.5 | 3.4 | 3.0 | 5.3 | 2.2 | 0.0 |
Dividend Growth(%) | N/A | 179.3 | 23.8 | 81.3 | N/A | N/A | N/A | -61.5 | 101.7 | -12.1 | -5.7 | 14.8 | -39.0 | 104.1 | 63.3 | 20.0 | -3.8 | -18.8 | 28.0 | -7.4 | -22.9 | -41.7 | 160.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2005
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