Mfs Inflation Adjusted Bond Fund Key Fundamental Indicators
| MIAAX Fund | USD 9.03 0.01 0.11% |
As of the 6th of February, Mfs Inflation-adjust secures the Downside Deviation of 0.2038, risk adjusted performance of (0.03), and Mean Deviation of 0.1343. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Mfs Inflation Adjusted, as well as the relationship between them.
Mfs Inflation-adjust's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Mfs Inflation-adjust's valuation are provided below:Mfs Inflation Adjusted Bond does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. MFS |
Mfs Inflation-adjust 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Mfs Inflation-adjust's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Mfs Inflation-adjust.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in Mfs Inflation-adjust on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding Mfs Inflation Adjusted Bond or generate 0.0% return on investment in Mfs Inflation-adjust over 90 days. Mfs Inflation-adjust is related to or competes with Vanguard European, Eic Value, Rbc Funds, Commonwealth Global, Volumetric Fund, T Rowe, and Barings Active. The fund normally invests at least 80 percent of the funds net assets in inflation-adjusted debt instruments and other i... More
Mfs Inflation-adjust Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Mfs Inflation-adjust's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Mfs Inflation Adjusted Bond upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2038 | |||
| Information Ratio | (0.27) | |||
| Maximum Drawdown | 0.6667 | |||
| Value At Risk | (0.22) | |||
| Potential Upside | 0.2225 |
Mfs Inflation-adjust Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Inflation-adjust's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Mfs Inflation-adjust's standard deviation. In reality, there are many statistical measures that can use Mfs Inflation-adjust historical prices to predict the future Mfs Inflation-adjust's volatility.| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | (0.15) |
Mfs Inflation-adjust February 6, 2026 Technical Indicators
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| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.14) | |||
| Mean Deviation | 0.1343 | |||
| Semi Deviation | 0.1561 | |||
| Downside Deviation | 0.2038 | |||
| Coefficient Of Variation | 119751.89 | |||
| Standard Deviation | 0.1695 | |||
| Variance | 0.0287 | |||
| Information Ratio | (0.27) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | (0.15) | |||
| Maximum Drawdown | 0.6667 | |||
| Value At Risk | (0.22) | |||
| Potential Upside | 0.2225 | |||
| Downside Variance | 0.0415 | |||
| Semi Variance | 0.0244 | |||
| Expected Short fall | (0.17) | |||
| Skewness | (0.05) | |||
| Kurtosis | (0.67) |
Mfs Inflation Adjusted Backtested Returns
At this stage we consider MFS Mutual Fund to be very steady. Mfs Inflation Adjusted has Sharpe Ratio of close to zero, which conveys that the entity had a close to zero % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Mfs Inflation-adjust, which you can use to evaluate the volatility of the fund. Please verify Mfs Inflation-adjust's Risk Adjusted Performance of (0.03), downside deviation of 0.2038, and Mean Deviation of 0.1343 to check out if the risk estimate we provide is consistent with the expected return of 1.0E-4%. The fund secures a Beta (Market Risk) of 0.065, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Inflation-adjust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Inflation-adjust is expected to be smaller as well.
Auto-correlation | -0.27 |
Weak reverse predictability
Mfs Inflation Adjusted Bond has weak reverse predictability. Overlapping area represents the amount of predictability between Mfs Inflation-adjust time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Mfs Inflation Adjusted price movement. The serial correlation of -0.27 indicates that nearly 27.0% of current Mfs Inflation-adjust price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.27 | |
| Spearman Rank Test | -0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Mfs Inflation Adjusted Bond has a Year To Date Return of 0.4444%. This is much higher than that of the MFS family and significantly higher than that of the Inflation-Protected Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Mfs Inflation Adjusted Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Inflation-adjust's current stock value. Our valuation model uses many indicators to compare Mfs Inflation-adjust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Inflation-adjust competition to find correlations between indicators driving Mfs Inflation-adjust's intrinsic value. More Info.Mfs Inflation Adjusted Bond is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 10.26 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Inflation-adjust's earnings, one of the primary drivers of an investment's value.MFS Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mfs Inflation-adjust's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mfs Inflation-adjust could also be used in its relative valuation, which is a method of valuing Mfs Inflation-adjust by comparing valuation metrics of similar companies.Mfs Inflation is currently under evaluation in year to date return among similar funds.
MFS Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Inflation-adjust's current stock value. Our valuation model uses many indicators to compare Mfs Inflation-adjust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Inflation-adjust competition to find correlations between indicators driving Mfs Inflation-adjust's intrinsic value. More Info.Mfs Inflation Adjusted Bond is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 10.26 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Inflation-adjust's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Mfs Inflation-adjust
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Mfs Inflation-adjust's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
MFS Fundamentals
| Total Asset | 45.44 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.44 % | ||||
| One Year Return | 5.29 % | ||||
| Three Year Return | 2.54 % | ||||
| Five Year Return | 0.25 % | ||||
| Ten Year Return | 2.79 % | ||||
| Net Asset | 1.54 B | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 14.25 % |
About Mfs Inflation-adjust Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Inflation Adjusted Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Inflation-adjust using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Inflation Adjusted Bond based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of the funds net assets in inflation-adjusted debt instruments and other instruments with similar economic characteristics. MFS generally focuses the funds investments in inflation-adjusted debt instruments issued by the U.S. Treasury.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in MFS Mutual Fund
Mfs Inflation-adjust financial ratios help investors to determine whether MFS Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MFS with respect to the benefits of owning Mfs Inflation-adjust security.
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