Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBDIX (MFS CORPORATE BOND FUND I) | -0.24% | 4.88% | 5.35% | -0.13% | 2.37% | 3.15% | 4.38% | … | … |
Data as of 06/05/2026, Common starting date is 01/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBDIX (MFS CORPORATE BOND FUND I) | 01/02/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 4.88 | 5.35 | -0.13 | 2.37 | 3.15 | 4.38 | … | … | -0.24 | 7.69 | 2.94 | 9.20 | -16.48 | -4.25 | 10.26 | 14.70 | -2.95 | 6.31 | 6.01 | -0.12 | 6.03 | -0.33 | 10.73 | 6.68 | 11.15 | 28.57 | -9.61 | 3.72 | 5.23 | 2.04 | 5.68 | 5.12 | 2.02 | 0.57 | 5.65 | -1.68 | 4.51 | 11.48 |
| Sharpe Ratio | NA | 0.90 | 0.48 | -0.38 | 0.15 | NA | NA | … | … | -0.33 | 1.02 | -0.12 | 0.74 | -2.13 | -0.80 | 1.18 | 3.14 | -1.28 | 1.76 | 1.63 | -0.04 | 2.31 | -0.11 | 3.68 | 1.56 | 2.61 | 4.81 | -1.58 | 0.15 | 0.54 | -0.07 | 1.06 | 0.96 | 0.18 | -0.35 | 0.35 | -1.14 | 0.22 | 2.03 |
| Standard Deviation(%) | NA | 4.20 | 5.66 | 6.52 | 5.83 | NA | NA | … | … | 4.59 | 4.71 | 5.64 | 7.56 | 8.46 | 5.33 | 8.44 | 4.21 | 3.40 | 3.22 | 3.54 | 4.13 | 2.60 | 3.35 | 2.92 | 4.26 | 4.23 | 5.92 | 6.66 | 3.89 | 3.35 | 3.32 | 4.43 | 4.58 | 4.82 | 5.55 | 4.08 | 4.43 | 4.83 | 3.86 |
| Draw Down(%) | NA | 3.09 | 6.47 | 24.93 | 25.18 | NA | NA | … | … | 3.09 | 3.39 | 3.71 | 7.25 | 21.43 | 5.61 | 14.94 | 2.63 | 4.49 | 1.87 | 4.12 | 3.72 | 1.83 | 5.69 | 1.51 | 4.11 | 3.32 | 3.13 | 14.89 | 2.54 | 2.49 | 3.15 | 5.29 | 6.59 | 4.31 | 4.37 | 3.89 | 4.47 | 4.71 | 2.56 |
| Yield(%) | 0.00 | 4.43 | 4.61 | 3.32 | 3.44 | 3.76 | 4.58 | … | … | 1.52 | 4.90 | 4.66 | 4.21 | 2.83 | 2.59 | 2.98 | 3.59 | 3.22 | 3.39 | 3.61 | 3.92 | 3.92 | 3.80 | 4.68 | 5.71 | 5.74 | 6.76 | 5.65 | 5.67 | 5.57 | 5.55 | 5.08 | 1.48 | 0.00 | 0.00 | 4.34 | 6.71 | 6.77 | 7.36 |
Data as of 06/05/2026, Common starting date is 01/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDIX (MFS CORPORATE BOND FUND I) |
-6.89%
Oct 2020 – Oct 2023 |
-1.20%
Jul 2020 – Jul 2025 |
1.18%
Oct 2012 – Oct 2022 |
3.18%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDIX (MFS CORPORATE BOND FUND I) |
16.30%
Feb 2009 – Feb 2012 |
11.77%
Nov 2008 – Nov 2013 |
7.27%
Mar 2009 – Mar 2019 |
6.21%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart