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Nasdaq - Delayed Quote USD

MFS Limited Maturity C (MQLCX)

5.86
+0.01
+(0.17%)
As of 8:06:41 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.15%
5y Average Return 1.69%
Number of Years Up 24
Number of Years Down 6
Best 1Y Total Return (Apr 15, 2025) 5.05%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 5.05%
Worst 3Y Total Return -1.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MQLCX
Category
YTD
1.53%
0.44%
1-Month
0.45%
0.02%
3-Month
1.53%
0.56%
1-Year
5.40%
2.65%
3-Year
2.78%
3.38%
5-Year
2.09%
2.40%
10-Year
1.19%
2.01%
Last Bull Market
4.14%
2.63%
Last Bear Market
-1.92%
-0.33%

Annual Total Return (%) History

Year
MQLCX
Category
2025
--
--
2024
4.26%
--
2023
5.05%
--
2022
-5.08%
--
2021
-1.09%
--
2020
3.27%
3.81%
2019
4.01%
4.72%
2018
0.14%
0.92%

2017
0.60%
1.73%
2016
0.58%
2.08%
2015
-0.72%
0.19%
2014
-0.27%
1.07%
2013
-0.43%
0.45%
2012
2.78%
3.67%
2011
0.36%
1.66%
2010
2.89%
4.11%
2009
10.32%
9.30%
2008
-5.06%
-4.23%
2007
3.12%
4.29%
2006
3.70%
4.05%
2005
0.86%
1.45%
2004
0.64%
1.63%
2003
2.37%
2.54%
2002
3.57%
5.47%
2001
7.05%
7.27%
2000
6.68%
7.59%
1999
2.07%
2.21%
1998
3.93%
6.27%
1997
4.49%
6.59%
1996
4.15%
4.56%
1995
10.70%
11.03%
1994
--
-0.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.53% -- -- --
2024 0.43% 1.02% 2.78% -0.02%
2023 1.51% -0.02% 0.54% 2.95%
2022 -2.79% -1.92% -1.46% 1.03%
2021 -0.30% 0.00% -0.01% -0.78%
2020 -2.79% 4.53% 1.04% 0.58%
2019 1.62% 1.31% 0.60% 0.43%
2018 -0.55% 0.13% 0.34% 0.22%
2017 0.27% 0.28% 0.39% -0.34%
2016 0.59% 0.59% 0.09% -0.68%

2015 0.23% -0.30% -0.10% -0.55%
2014 0.17% 0.11% -0.27% -0.27%
2013 0.11% -0.75% 0.22% -0.01%
2012 1.34% 0.13% 1.10% 0.19%
2011 0.40% 0.55% -0.62% 0.03%
2010 1.21% 0.69% 1.31% -0.34%
2009 1.34% 4.20% 3.51% 0.92%
2008 0.29% -0.23% -2.10% -3.07%
2007 1.14% 0.38% 0.98% 0.59%
2006 0.29% 0.45% 1.89% 1.04%
2005 -0.55% 1.07% -0.01% 0.36%
2004 1.02% -1.36% 0.88% 0.12%
2003 0.97% 1.25% 0.00% 0.14%
2002 -0.30% 1.28% 1.54% 1.01%
2001 2.53% 1.14% 2.73% 0.49%
2000 1.12% 1.16% 2.11% 2.13%
1999 0.78% 0.17% 0.76% 0.35%
1998 1.26% 1.48% 1.59% -0.45%
1997 0.78% 1.79% 1.87% -0.01%
1996 0.28% 0.72% 1.57% 1.52%
1995 3.12% 3.94% 1.04% 2.21%
1994 -0.41% -- -- --

Rank in Category (By Total Return)

YTD 78
1-Month 6
3-Month 78
1-Year 82
3-Year 83
5-Year 73

Load Adjusted Returns

1-Year 4.40%
3-Year 2.78%
5-Year 2.09%
10-Year 1.19%

Performance & Risk

YTD Return 1.15%
5y Average Return 1.69%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.30
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family MFS
Net Assets 3.09B
YTD Return 1.53%
Yield 3.35%
Morningstar Rating
Inception Date Oct 31, 2003

Fund Summary

The fund normally invests its assets primarily in debt instruments. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, securitized instruments, and other obligations to repay money borrowed. Its dollar-weighted average effective maturity will normally not exceed five years.

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