MFS Limited Maturity Fund
MFS Series Trust IX

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through April 30, 2026
Volatility (ann.)
1.76%
Sharpe
2.96
Sortino
8.85
Max drawdown
-6.08%
Best month
2.28%
Worst month
-3.77%
Beta vs VBTLX
0.29
Correlation
0.91

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

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