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MIAIX: MFS Inflation Adjusted Bond I (MUTUAL FUND)
Basic Info 9 0.02(0.22%) December 08
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 10/30/2003 |
| Last Dividend Date: | 09/21/2023 |
| 12-Mo. Yield | 5.20% |
| Expenses | 1.50% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 0.0 | -2.4 | -2.4 | 2.0 | 1.5 | 2.7 | 2.4 | -11.9 | 4.6 | 10.6 | 8.0 | -1.8 | 2.6 | 4.1 | -2.3 | 2.9 | -9.3 | 6.2 | 12.9 | 5.1 | 9.2 | -2.2 | 11.1 | -2.6 | -3.2 | 6.5 | 1.6 |
| SR | NA | -0.57 | -0.89 | -0.61 | 0.08 | 0.1 | NA | 0.23 | -1.55 | 1.15 | 1.47 | 1.56 | -0.94 | 0.54 | 0.84 | -0.41 | 0.68 | -1.69 | 1.33 | 1.93 | 0.83 | 1.12 | -0.3 | 1.42 | -1.26 | -1.13 | 0.95 | 1.67 |
| DD(%) | NA | 8.1 | 8.1 | 16.0 | 16.0 | 16.0 | NA | 16.0 | 14.0 | 2.7 | 9.6 | 2.5 | 3.3 | 1.9 | 4.9 | 5.7 | 3.6 | 10.8 | 2.4 | 3.2 | 5.5 | 4.1 | 15.0 | 3.2 | 5.3 | 5.5 | 6.0 | 1.2 |
| SD(%) | NA | 7.6 | 7.5 | 6.9 | 6.5 | 5.5 | NA | 6.0 | 8.6 | 4.0 | 7.0 | 4.2 | 3.3 | 3.6 | 4.6 | 5.6 | 4.2 | 5.6 | 4.7 | 6.7 | 6.0 | 8.1 | 10.4 | 5.8 | 4.7 | 4.8 | 5.9 | 5.4 |
| TR | NA | -0.04 | -0.06 | -0.04 | 0.01 | 0.01 | NA | 0.01 | -0.14 | 0.06 | 0.12 | 0.07 | -0.03 | 0.02 | 0.04 | -0.02 | 0.03 | -0.11 | 0.07 | 0.14 | 0.05 | 0.09 | -0.03 | 0.08 | -0.06 | -0.06 | 0.06 | 0.1 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.01 |
| Beta | NA | 1.04 | 1.04 | 0.97 | 0.95 | 0.94 | NA | 0.94 | 0.96 | 0.83 | 0.89 | 0.96 | 0.92 | 0.89 | 0.95 | 0.95 | 0.89 | 0.89 | 0.95 | 0.92 | 1.0 | 1.0 | 0.92 | 0.97 | 1.0 | 0.95 | 0.92 | 0.87 |
| RS | NA | 0.86 | 0.86 | 0.91 | 0.87 | 0.86 | NA | 0.87 | 0.97 | 0.87 | 0.81 | 0.78 | 0.72 | 0.8 | 0.82 | 0.89 | 0.87 | 0.89 | 0.83 | 0.89 | 0.91 | 0.9 | 0.83 | 0.9 | 0.94 | 0.96 | 0.9 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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Best ETFs
- TIP (iShares TIPS Bond) 0.12% (97%)
- SCHP (Schwab US TIPS ETF) 0.10% (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS ETF) 0.14% (40%)
- TIPZ (PIMCO Broad U.S. TIPS ETF) 0.06% (39%)
- STIP (iShares 0-5 Year TIPS Bond) 0.08% (38%)
- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.13% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.17% (36%)
- VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.15% (4%)
Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.81% (100%)
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