OTC Markets OTCPK - Delayed Quote USD

MFS Meridian Limited Maturity W1 USD (0P0000NAH5)

12.95 +0.01 (+0.08%)
At close: November 27 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return 9.94%
Worst 1Y Total Return --
Best 3Y Total Return 9.94%
Worst 3Y Total Return -0.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000NAH5
Category
YTD
4.20%
0.00%
1-Month
-0.46%
0.00%
3-Month
1.25%
0.00%
1-Year
7.23%
0.00%
3-Year
1.68%
0.00%
5-Year
1.88%
0.00%
10-Year
1.79%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000NAH5
Category
2024
--
--
2023
5.63%
--
2022
-4.24%
--
2021
-0.33%
--
2020
4.24%
--
2019
4.71%
--
2018
1.08%
--
2017
1.46%
--

2016
1.48%
--
2015
0.19%
--
2014
0.65%
--
2013
0.37%
--
2012
3.38%
--
2011
1.17%
--
2010
3.35%
--
2009
9.94%
--
2008
-5.01%
--
2007
2.98%
--
2006
3.76%
--
2005
0.87%
--
2004
0.77%
--
2003
2.39%
--
2002
3.67%
--
2001
6.82%
--
2000
6.80%
--
1999
2.05%
--
1998
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.56% 1.04% 3.02% --
2023 1.71% 0.00% 0.84% 2.99%
2022 -2.69% -1.59% -1.11% 1.12%
2021 -0.16% 0.33% 0.08% -0.57%
2020 -2.21% 4.68% 1.08% 0.74%
2019 1.78% 1.48% 0.86% 0.51%
2018 -0.27% 0.36% 0.45% 0.54%
2017 0.46% 0.54% 0.54% -0.09%
2016 0.83% 0.73% 0.27% -0.36%
2015 0.46% -0.09% 0.00% -0.18%

2014 0.37% 0.37% -0.09% 0.00%
2013 0.19% -0.56% 0.47% 0.28%
2012 1.55% 0.29% 1.14% 0.38%
2011 0.59% 0.78% -0.48% 0.29%
2010 1.32% 0.70% 1.59% -0.29%
2009 1.28% 4.20% 3.21% 0.93%
2008 0.27% -0.40% -1.92% -3.03%
2007 1.23% 0.41% 1.01% 0.29%
2006 0.30% 0.49% 1.92% 1.00%
2005 -0.46% 0.98% -0.08% 0.43%
2004 1.04% -1.38% 0.98% 0.15%
2003 1.05% 1.24% -0.04% 0.12%
2002 -0.19% 1.18% 1.65% 0.99%
2001 2.48% 1.15% 2.82% 0.23%
2000 1.09% 1.13% 2.29% 2.13%
1999 0.78% 0.12% 0.75% 0.39%
1998 -0.55% -- -- --

Rank in Category (By Total Return)

YTD 68
1-Month 59
3-Month 50
1-Year 51
3-Year 59
5-Year 53

Load Adjusted Returns

1-Year 7.23%
3-Year 1.68%
5-Year 1.88%
10-Year 1.79%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category --
Fund Family MFS Investment Management Company (Lux) S.à.r.l
Net Assets --
YTD Return 4.20%
Yield 0.00%
Morningstar Rating
Inception Date Aug 24, 2012

Fund Summary

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