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MLLIX: MFS LIFETIME INCOME FUND I (MUTUAL FUND)
Basic Info 12.06 0.03(0.25%) April 26
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (96%) |
Start Date: | 09/29/2005 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.72% |
Expenses | 0.70% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/29/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 0.1 | 6.3 | 0.3 | 3.9 | 4.0 | 5.8 | 4.9 | 9.7 | -11.7 | 6.8 | 10.1 | 13.9 | -2.4 | 8.3 | 5.5 | -0.4 | 3.9 | 5.8 | 9.2 | 3.3 | 10.0 | 23.6 | -11.9 | 6.5 | 6.6 | -0.2 |
Sharpe Ratio | NA | -0.69 | 0.45 | -0.3 | 0.34 | 0.53 | NA | 0.63 | 0.95 | -1.58 | 1.54 | 0.98 | 3.78 | -0.86 | 3.35 | 1.31 | -0.11 | 1.31 | 1.53 | 2.47 | 0.51 | 1.89 | 3.3 | -1.49 | 1.05 | 1.13 | -0.14 |
Draw Down(%) | NA | 2.7 | 5.5 | 15.7 | 15.7 | 15.7 | NA | 16.8 | 5.5 | 15.5 | 2.0 | 14.8 | 1.0 | 5.5 | 1.0 | 2.5 | 4.2 | 2.4 | 4.3 | 2.6 | 5.0 | 3.7 | 5.6 | 16.8 | 1.8 | 1.7 | 8.9 |
Standard Deviation(%) | NA | 4.9 | 5.6 | 6.4 | 6.9 | 5.5 | NA | 6.1 | 5.8 | 8.3 | 4.4 | 10.0 | 3.3 | 4.3 | 2.3 | 4.0 | 3.8 | 3.0 | 3.8 | 3.7 | 6.3 | 5.2 | 7.1 | 8.5 | 3.4 | 2.9 | 24.6 |
Treynor Ratio | NA | -0.04 | 0.03 | -0.02 | 0.02 | 0.03 | NA | 0.05 | 0.06 | -0.14 | 0.08 | 0.1 | 0.13 | -0.04 | 0.09 | 0.06 | -0.01 | 0.05 | 0.06 | 0.1 | 0.03 | 0.11 | 0.29 | -0.18 | 0.05 | 0.05 | 0.05 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.04 | -0.02 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.94 | 0.96 | 0.93 | 0.96 | 0.95 | NA | 0.86 | 0.91 | 0.93 | 0.87 | 1.01 | 0.93 | 0.94 | 0.85 | 0.91 | 0.85 | 0.86 | 0.91 | 0.94 | 1.0 | 0.93 | 0.8 | 0.71 | 0.64 | 0.65 | -0.73 |
RSquared | NA | 0.91 | 0.91 | 0.9 | 0.92 | 0.9 | NA | 0.68 | 0.79 | 0.95 | 0.7 | 0.95 | 0.82 | 0.87 | 0.69 | 0.92 | 0.9 | 0.83 | 0.87 | 0.84 | 0.91 | 0.89 | 0.88 | 0.9 | 0.8 | 0.76 | 0.01 |
Yield(%) | N/A | 0.7 | 4.7 | 4.5 | 4.5 | 4.1 | 4.8 | N/A | 4.6 | 3.7 | 6.1 | 3.3 | 4.0 | 3.9 | 4.0 | 4.5 | 2.3 | 3.0 | 2.6 | 2.5 | 3.0 | 2.7 | 4.3 | 4.2 | 5.7 | 4.1 | 0.0 |
Dividend Growth(%) | N/A | -83.0 | 9.8 | 38.0 | 29.4 | N/A | N/A | N/A | 3.9 | -37.8 | 95.2 | -8.7 | -6.1 | 2.1 | -9.4 | 89.3 | -22.2 | 20.0 | 7.1 | -15.2 | 17.9 | -24.3 | -14.0 | -25.9 | 41.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2005
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