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MFSPX: MFS Lifetime 2010 R4 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/30/2005 |
Last Dividend Date: | 12/27/2013 |
12-Mo. Yield | 2.16% |
Expenses | 0.66% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/30/2005 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.6 | 4.6 | 5.5 | 5.3 | -1.5 | 5.7 | 9.2 | 3.3 | 10.2 | 22.8 | -14.1 | 7.3 | 8.7 | 0.5 |
Sharpe Ratio | NA | -0.12 | 1.01 | 1.11 | 0.71 | -0.3 | 1.55 | 2.6 | 0.57 | 1.9 | 2.78 | -1.36 | 0.88 | 1.26 | -0.12 |
Draw Down(%) | NA | 4.8 | 4.8 | 5.2 | 20.4 | 4.8 | 4.2 | 2.6 | 5.2 | 3.8 | 7.7 | 19.8 | 2.8 | 3.6 | 2.0 |
Standard Deviation(%) | NA | 5.5 | 4.5 | 4.9 | 6.2 | 5.5 | 3.7 | 3.6 | 5.7 | 5.3 | 8.2 | 11.0 | 4.9 | 4.3 | 4.6 |
Treynor Ratio | NA | -0.02 | 0.08 | 0.1 | 0.08 | -0.07 | 0.08 | 0.15 | 0.06 | 0.18 | 0.41 | -0.29 | 0.08 | 0.09 | 0.0 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.04 | -0.02 | 0.01 | 0.0 | NA |
Beta | NA | 0.27 | 0.58 | 0.54 | 0.53 | 0.23 | 0.72 | 0.62 | 0.5 | 0.57 | 0.55 | 0.51 | 0.56 | 0.62 | NA |
RSquared | NA | 0.04 | 0.44 | 0.61 | 0.79 | 0.03 | 0.91 | 0.89 | 0.78 | 0.89 | 0.92 | 0.95 | 0.96 | 0.36 | 0.0 |
Yield(%) | N/A | 2.2 | 2.8 | 3.0 | N/A | 0.0 | 2.3 | 2.7 | 3.4 | 3.1 | 3.8 | 3.6 | 3.9 | 2.2 | 0.0 |
Dividend Growth(%) | N/A | -12.8 | -7.8 | N/A | N/A | -100.0 | -12.5 | -20.0 | 17.6 | -2.9 | -12.5 | -4.8 | 90.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2005
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See Target Date 2000-2010 Asset Class Trend Rankings |
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