MFS Lifetime Manager Performance Evaluation

ML
LFEBX -- USA Fund  

USD 14.62  0.04  0.27%

The fund secures a Beta (Market Risk) of -0.1316, which conveys that not very significant volatility relative to the market. Let's try to break down what LFEBX's beta means in this case. As returns on the market increase, returns on owning MFS Lifetime are expected to decrease at a much lower rate. During the bear market, MFS Lifetime is likely to outperform the market. Although it is vital to follow to MFS Lifetime 2035 price patterns, it is good to be conservative about what you can do with the information regarding equity historical price patterns. The approach into estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting MFS Lifetime 2035 technical indicators you can now evaluate if the expected return of 0.34% will be sustainable into the future.

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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in MFS Lifetime 2035 are ranked lower than 14 (%) of all funds and portfolios of funds over the last 30 days. In spite of fairly weak basic indicators, MFS Lifetime showed solid returns over the last few months and may actually be approaching a breakup point.
Fifty Two Week Low11.12
Fifty Two Week High15.99
Annual Report Expense Ratio1.60%

MFS Lifetime Relative Risk vs. Return Landscape

If you would invest  1,192  in MFS Lifetime 2035 on June 2, 2020 and sell it today you would earn a total of  270.00  from holding MFS Lifetime 2035 or generate 22.65% return on investment over 30 days. MFS Lifetime 2035 is currently producing 0.3381% returns and takes up 1.6649% volatility of returns over 30 trading days. Put another way, 14% of traded equities are less volatile than the company and 94% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 30 trading days horizon, MFS Lifetime is expected to generate 1.09 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.25 times less risky than the market. It trades about 0.2 of its potential returns per unit of risk. The DOW is currently generating roughly 0.18 of returns per unit of risk over similar time horizon.

MFS Lifetime Current Valuation

Undervalued
Today
14.62
2nd of July 2020
15.02
Real Value
16.68
Upside
MFS Lifetime is very steady asset. MFS Lifetime 2035 secures a last-minute Real Value of $15.02 per share. The latest price of the fund is $14.62. At this time, the fund appears to be undervalued. We determine the value of MFS Lifetime 2035 from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point future time stock prices and their ongoing real values will merge together.
Hype
Prediction
LowEstimated ValueHigh
12.9614.6216.28
Details

MFS Lifetime Market Risk Analysis

Sharpe Ratio = 0.2031
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MFS Lifetime Performance Indicators

Estimated Market Risk
 1.66
  actual daily
 
 14 %
of total potential
 
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Expected Return
 0.34
  actual daily
 
 6 %
of total potential
 
66
Risk-Adjusted Return
 0.2
  actual daily
 
 14 %
of total potential
 
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Based on monthly moving average MFS Lifetime is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of MFS Lifetime by adding it to a well-diversified portfolio.

About MFS Lifetime Performance

To evaluate MFS Lifetime 2035 Mutual Fund as a possible investment, you need to clearly understand its upside, downside potential, and overall future performance outlook. You may be satisfied when MFS Lifetime generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare LFEBX's stock performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand MFS Lifetime 2035 stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents LFEBX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2035 thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2035. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS Lifetime Alerts

Equity Alerts and Improvement Suggestions

The fund maintains about 6.67% of its assets in cash
Additionally, see Stocks Correlation. Please also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page