Mfs Limited Maturity Fund Key Fundamental Indicators
| MQLKX Fund | USD 5.91 0.00 0.00% |
As of the 18th of February 2026, Mfs Limited secures the Mean Deviation of 0.0791, risk adjusted performance of 0.0823, and Coefficient Of Variation of 568.59. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Mfs Limited Maturity, as well as the relationship between them.
Mfs Limited'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 Limited's valuation are provided below:Mfs Limited Maturity 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 Limited '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 Limited'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 Limited.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Mfs Limited on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Mfs Limited Maturity or generate 0.0% return on investment in Mfs Limited over 90 days. Mfs Limited is related to or competes with Mfs Lifetime, Mfs Lifetime, Mfs Lifetime, Mfs Lifetime, Mfs Lifetime, Mfs Lifetime, and Mfs Lifetime. The fund normally invests its assets primarily in debt instruments More
Mfs Limited 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 Limited'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 Limited Maturity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1806 | |||
| Information Ratio | (0.27) | |||
| Maximum Drawdown | 0.5134 | |||
| Value At Risk | (0.17) | |||
| Potential Upside | 0.1718 |
Mfs Limited Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Limited's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Mfs Limited's standard deviation. In reality, there are many statistical measures that can use Mfs Limited historical prices to predict the future Mfs Limited's volatility.| Risk Adjusted Performance | 0.0823 | |||
| Jensen Alpha | 0.0093 | |||
| Total Risk Alpha | 0.0043 | |||
| Sortino Ratio | (0.18) | |||
| Treynor Ratio | 0.3181 |
Mfs Limited February 18, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0823 | |||
| Market Risk Adjusted Performance | 0.3281 | |||
| Mean Deviation | 0.0791 | |||
| Downside Deviation | 0.1806 | |||
| Coefficient Of Variation | 568.59 | |||
| Standard Deviation | 0.1178 | |||
| Variance | 0.0139 | |||
| Information Ratio | (0.27) | |||
| Jensen Alpha | 0.0093 | |||
| Total Risk Alpha | 0.0043 | |||
| Sortino Ratio | (0.18) | |||
| Treynor Ratio | 0.3181 | |||
| Maximum Drawdown | 0.5134 | |||
| Value At Risk | (0.17) | |||
| Potential Upside | 0.1718 | |||
| Downside Variance | 0.0326 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.21) | |||
| Skewness | 0.7058 | |||
| Kurtosis | 1.17 |
Mfs Limited Maturity Backtested Returns
At this stage we consider Mfs Mutual Fund to be very steady. Mfs Limited Maturity has Sharpe Ratio of 0.19, which conveys that the entity had a 0.19 % return per unit of risk over the last 3 months. We have found twenty-three technical indicators for Mfs Limited, which you can use to evaluate the volatility of the fund. Please verify Mfs Limited's Coefficient Of Variation of 568.59, risk adjusted performance of 0.0823, and Mean Deviation of 0.0791 to check out if the risk estimate we provide is consistent with the expected return of 0.0232%. The fund secures a Beta (Market Risk) of 0.0337, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Limited's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Limited is expected to be smaller as well.
Auto-correlation | 0.49 |
Average predictability
Mfs Limited Maturity has average predictability. Overlapping area represents the amount of predictability between Mfs Limited time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th 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 Limited Maturity price movement. The serial correlation of 0.49 indicates that about 49.0% of current Mfs Limited price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.49 | |
| Spearman Rank Test | 0.47 | |
| 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 Limited Maturity has a Year To Date Return of 0.7609%. This is much higher than that of the MFS family and significantly higher than that of the Short-Term Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Mfs Limited Maturity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Limited's current stock value. Our valuation model uses many indicators to compare Mfs Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Limited competition to find correlations between indicators driving Mfs Limited's intrinsic value. More Info.Mfs Limited Maturity 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 16.61 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 Limited's earnings, one of the primary drivers of an investment's value.Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Limited's current stock value. Our valuation model uses many indicators to compare Mfs Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Limited competition to find correlations between indicators driving Mfs Limited's intrinsic value. More Info.Mfs Limited Maturity 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 16.61 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 Limited's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Mfs Limited
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Mfs Limited'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 | 2.99 B | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 0.76 % | ||||
| One Year Return | 6.16 % | ||||
| Three Year Return | 5.73 % | ||||
| Five Year Return | 2.71 % | ||||
| Ten Year Return | 1.91 % | ||||
| Net Asset | 1.4 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 4.13 % | ||||
| Bond Positions Weight | 19.00 % |
About Mfs Limited Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Limited Maturity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Limited Maturity 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 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.
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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 Limited 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 Limited security.
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