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Nasdaq - Delayed Quote USD

MFS Inflation-Adjusted Bond B (MIABX)

9.01
+0.03
+(0.33%)
At close: April 17 at 8:01:39 PM EDT

Fund Summary

The fund normally invests at least 80% of the fund's net assets in inflation-adjusted debt instruments and other instruments with similar economic characteristics. MFS generally focuses the fund's investments in inflation-adjusted debt instruments issued by the U.S. Treasury.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.02%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 6

Performance & Risk

YTD Return 2.51%
5y Average Return 0.12%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MIABXCategory AverageMIABXCategory AverageMIABXCategory Average
Alpha -2.49 0.01 0.78 0.01 -0.49 -0
BETA 0.85 0.01 0.88 0.01 0.88 0.01
Mean Annual Return -0.09 0 0.08 0 0.09 0
R-squared 79.36 0.45 75.98 0.49 74.89 0.5
Standard Deviation 7.3 0.04 6.32 0.04 5.09 0.04
Sharpe Ratio -0.78 0.01 -0.28 0.01 -0.16 0.01
Treynor Ratio -7.06 0.08 -2.32 0.03 -1.09 0.02

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