Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFGHX (MFS GOVERNMENT SECURITIES FUND R3) | 2.35% | 3.08% | 0.47% | -1.79% | 0.63% | 1.11% | 1.98% | 2.02% |
Data as of 07/24/2025, AR inception is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFGHX (MFS GOVERNMENT SECURITIES FUND R3) | 04/08/2005 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.08 | 0.47 | -1.79 | 0.63 | 1.11 | 1.98 | 2.02 | 2.35 | 0.04 | 3.96 | -12.29 | -2.18 | 6.36 | 6.08 | 0.27 | 1.94 | 0.66 | 0.21 | 4.64 | -2.95 | 2.08 | 7.19 | 4.29 | 4.23 | 8.53 | 6.86 | 0.49 | -0.63 |
| Sharpe Ratio | NA | -0.13 | -0.38 | -0.66 | -0.16 | NA | NA | 0.19 | 0.25 | -1.15 | -0.04 | -1.91 | -0.82 | 1.45 | 1.40 | -0.36 | 0.47 | 0.15 | 0.05 | 1.87 | -0.96 | 0.87 | 2.01 | 1.19 | 1.05 | 1.29 | 1.07 | -0.96 | -1.13 |
| Standard Deviation(%) | NA | 5.33 | 6.77 | 5.82 | 4.75 | NA | NA | 4.19 | 5.41 | 5.71 | 7.74 | 7.18 | 2.70 | 4.21 | 3.34 | 2.89 | 2.79 | 3.00 | 3.30 | 2.48 | 3.12 | 2.34 | 3.57 | 3.53 | 3.95 | 5.90 | 3.63 | 2.91 | 2.79 |
| Draw Down(%) | NA | 5.21 | 10.78 | 18.98 | 18.98 | NA | NA | 18.98 | 2.93 | 4.59 | 8.59 | 15.60 | 2.88 | 4.37 | 1.97 | 2.72 | 1.51 | 4.67 | 2.50 | 0.99 | 4.52 | 1.58 | 1.83 | 3.59 | 2.24 | 3.05 | 2.38 | 3.97 | 3.48 |
| Yield(%) | 0.00 | 3.06 | 2.78 | 1.92 | 2.11 | 2.23 | 2.59 | 2.60 | 1.17 | 3.66 | 3.04 | 1.39 | 1.00 | 1.91 | 2.18 | 2.29 | 2.43 | 2.30 | 1.98 | 2.17 | 2.43 | 3.01 | 2.95 | 2.99 | 3.97 | 4.43 | 4.44 | 1.43 | 0.00 |
Data as of 07/24/2025, AR inception is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGHX (MFS GOVERNMENT SECURITIES FUND R3) |
-6.07%
Oct 2020 - Oct 2023 |
-1.71%
May 2020 - May 2025 |
-0.12%
Oct 2012 - Oct 2022 |
1.17%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGHX (MFS GOVERNMENT SECURITIES FUND R3) |
7.83%
Jun 2007 - Jun 2010 |
6.35%
Jun 2007 - Jun 2012 |
4.23%
Jun 2006 - Jun 2016 |
3.42%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart