Advertisement
Advertisement
U.S. markets close in 2 hours 37 minutes
Advertisement
Advertisement
Advertisement
Advertisement

MFS Limited Maturity Fund Class I (MQLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
5.61-0.01 (-0.18%)
As of 08:05AM EDT. Market open.
Advertisement

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return0.58%
5-Year Average Return1.12%
Number of Years Up22
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)11.44%
Worst 1 Yr Total Return (Feb 3, 2019)-4.13%
Best 3-Yr Total Return11.44%
Worst 3-Yr Total Return0.53%

Trailing Returns (%) Vs. Benchmarks

ReturnMQLIXCategory
YTD-5.17%0.44%
1-Month-1.21%0.02%
3-Month-1.22%0.56%
1-Year-5.70%2.65%
3-Year-0.35%3.38%
5-Year1.01%2.40%
10-Year0.99%2.01%
Last Bull Market1.14%2.63%
Last Bear Market-1.68%-0.33%

Annual Total Return (%) History

Year
MQLIXCategory
2022
N/AN/A
2021
-0.10%N/A
2020
4.31%3.81%
2019
4.89%4.72%
2018
1.14%0.92%
2017
1.61%1.73%
2016
1.59%2.08%
2015
0.28%0.19%
2014
0.73%1.07%
2013
0.57%0.45%
2012
3.65%3.67%
2011
1.36%1.66%
2010
4.09%4.11%
2009
11.44%9.30%
2008
-4.13%-4.23%
2007
4.15%4.29%
2006
4.74%4.05%
2005
1.87%1.45%
2004
1.64%1.63%
2003
3.39%2.54%
2002
4.47%5.47%
2001
8.13%7.27%
2000
7.76%7.59%
1999
3.10%2.21%
1998
4.98%6.27%
1997
N/A6.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-2.39%N/AN/AN/A
2021-0.06%0.42%0.08%-0.54%
2020-2.40%4.80%1.29%0.67%
20191.87%1.56%0.86%0.51%
2018-0.30%0.38%0.59%0.47%
20170.52%0.53%0.47%0.08%
20160.85%0.84%0.34%-0.44%
20150.48%-0.05%0.15%-0.30%
20140.42%0.36%-0.02%-0.02%
20130.20%-0.51%0.63%0.24%
20121.59%0.22%1.35%0.44%
20110.65%0.80%-0.37%0.28%
20101.63%0.78%1.72%-0.10%
20091.60%4.47%3.77%1.18%
20080.53%0.18%-1.86%-3.00%
20071.39%0.63%1.23%0.84%
20060.53%0.70%2.14%1.29%
2005-0.31%1.32%0.24%0.61%
20041.28%-1.12%1.13%0.37%
20031.22%1.65%0.11%0.38%
2002-0.05%1.39%1.81%1.27%
20012.79%1.39%2.99%0.74%
20001.23%1.41%2.53%2.39%
19991.03%0.42%1.02%0.60%
19981.52%1.59%2.00%-0.20%
19972.18%2.13%0.24%N/A

Rank In Category (By Total Return)

YTD31
1-Month29
3-Month27
1-Year32
3-Year32
5-Year32

Load Adjusted Returns

1-Year-4.43%
3-Year0.25%
5-Year1.20%
10-Year1.16%
Advertisement
Advertisement