MLMRX
MFS Limited Maturity Fund
MFS Series Trust IX

Average annual returns

Through 2025 · incl. N-PORT-derived 2025
1 year
5.43%
3 year
5.38%
5 year
2.15%
10 year

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

Calendar-year returns

2020 onward derived from N-PORT monthly returns

Risk statistics

81 months through April 30, 2026
Volatility (ann.)
1.75%
Sharpe
2.73
Sortino
7.78
Max drawdown
-6.51%
Best month
2.06%
Worst month
-3.63%
Beta vs VBTLX
0.29
Correlation
0.90

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.