Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFIIX (MFS STRATEGIC INCOME FUND I) | 2.78% | 5.15% | 3.48% | 0.47% | 2.69% | 3.53% | 3.95% | 3.57% |
Data as of 07/03/2025, AR inception is 02/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFIIX (MFS STRATEGIC INCOME FUND I) | 02/03/1997 | 07/03/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 5.15 | 3.48 | 0.47 | 2.69 | 3.53 | 3.95 | 3.57 | 2.78 | 2.43 | 7.71 | -13.23 | -1.16 | 9.53 | 11.44 | -2.02 | 5.78 | 8.23 | -1.88 | 3.01 | 1.47 | 10.91 | 4.68 | 9.43 | 25.28 | -11.35 | 3.64 | 7.22 | 2.01 | 8.29 | 7.60 | 0.63 | -6.21 | -3.82 | 7.43 | -1.61 | 8.77 |
| Sharpe Ratio | NA | 0.38 | 0.03 | -0.28 | 0.26 | NA | NA | 0.48 | 0.49 | -0.79 | 0.50 | -2.15 | -0.37 | 1.29 | 3.14 | -1.20 | 1.96 | 2.48 | -0.67 | 1.28 | 0.47 | 4.32 | 1.25 | 2.71 | 5.79 | -2.19 | 0.20 | 1.29 | -0.05 | 2.08 | 2.22 | -0.15 | -1.93 | -1.85 | 1.18 | -1.02 | 1.83 |
| Standard Deviation(%) | NA | 5.01 | 6.26 | 5.52 | 4.90 | NA | NA | 4.15 | 5.23 | 5.24 | 7.03 | 6.82 | 3.18 | 7.19 | 3.19 | 2.79 | 2.64 | 3.24 | 2.84 | 2.33 | 3.09 | 2.53 | 3.72 | 3.45 | 4.35 | 5.58 | 3.17 | 3.06 | 2.93 | 3.54 | 3.12 | 3.08 | 4.49 | 4.28 | 3.56 | 4.84 | 3.36 |
| Draw Down(%) | NA | 3.99 | 9.43 | 19.01 | 19.01 | NA | NA | 19.01 | 2.86 | 3.52 | 6.56 | 17.32 | 3.31 | 14.31 | 1.75 | 3.18 | 1.83 | 2.56 | 4.47 | 2.94 | 4.96 | 1.33 | 4.70 | 3.14 | 3.74 | 16.51 | 3.29 | 1.96 | 2.73 | 4.15 | 5.85 | 4.67 | 9.21 | 7.94 | 2.54 | 10.86 | 3.42 |
| Yield(%) | 0.00 | 4.39 | 4.41 | 3.35 | 3.54 | 4.06 | 4.34 | 3.85 | 1.73 | 5.15 | 5.03 | 2.71 | 2.46 | 3.01 | 3.52 | 3.13 | 3.55 | 3.97 | 3.96 | 4.36 | 4.60 | 5.05 | 5.20 | 5.12 | 7.01 | 7.35 | 6.07 | 6.20 | 5.81 | 5.94 | 0.55 | 0.00 | 0.00 | 3.03 | 9.18 | 9.22 | 7.96 |
Data as of 07/03/2025, AR inception is 02/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIIX (MFS STRATEGIC INCOME FUND I) |
-4.42%
Oct 2020 - Oct 2023 |
-1.34%
Jul 1997 - Jul 2002 |
1.01%
Nov 1998 - Nov 2008 |
3.37%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIIX (MFS STRATEGIC INCOME FUND I) |
14.30%
Feb 2009 - Feb 2012 |
10.80%
Nov 2008 - Nov 2013 |
6.59%
Mar 2009 - Mar 2019 |
5.54%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart