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Nasdaq - Delayed Quote USD

MFS Limited Maturity R6 (MQLKX)

5.88
+0.01
+(0.17%)
As of 8:06:39 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 6.18%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 2

Performance & Risk

YTD Return 2.20%
5y Average Return 2.80%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.30
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MQLKXCategory AverageMQLKXCategory AverageMQLKXCategory Average
Alpha 0.43 0.01 1.37 0.01 0.42 0
BETA 0.3 0 0.32 0 0.31 0
Mean Annual Return 0.32 0 0.27 0 0.19 0
R-squared 88.1 0.32 71.22 0.35 50.3 0.35
Standard Deviation 2.52 0.03 2.48 0.02 2.25 0.02
Sharpe Ratio -0.28 0.01 0.17 0.01 0.14 0.01
Treynor Ratio -2.45 0.06 1.24 0.04 0.94 0.06

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