Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFIOX (MFS STRATEGIC INCOME FUND A) | 0.05% | 5.24% | 4.86% | 0.58% | 2.65% | 2.97% | 3.86% | … | … |
Data as of 06/03/2026, Common starting date is 05/03/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFIOX (MFS STRATEGIC INCOME FUND A) | 05/03/1991 | 06/03/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.24 | 4.86 | 0.58 | 2.65 | 2.97 | 3.86 | … | … | 0.05 | 7.38 | 2.66 | 7.47 | -13.52 | -1.25 | 9.30 | 11.33 | -2.38 | 5.71 | 7.85 | -2.06 | 2.98 | 1.29 | 10.71 | 4.33 | 9.41 | 24.97 | -11.81 | 3.58 | 6.84 | 1.67 | 7.28 | 12.66 | 7.38 | 2.10 | 1.01 | 6.96 | -0.67 | 10.64 | 9.94 | 18.99 | -7.53 | 11.31 | 1.83 | 8.59 |
| Sharpe Ratio | NA | 0.82 | 0.41 | -0.35 | 0.22 | NA | NA | … | … | -0.51 | 1.05 | -0.19 | 0.56 | -2.21 | -0.40 | 1.26 | 3.03 | -1.37 | 1.94 | 2.38 | -0.75 | 1.31 | 0.41 | 4.13 | 1.22 | 2.60 | 5.59 | -2.26 | 0.14 | 1.18 | -0.20 | 1.86 | 3.41 | 1.60 | -0.08 | -0.80 | 1.01 | -0.85 | 2.07 | 1.70 | 2.83 | -2.88 | 2.35 | -0.15 | 2.20 |
| Standard Deviation(%) | NA | 3.70 | 5.12 | 5.52 | 4.88 | NA | NA | … | … | 3.89 | 4.29 | 5.16 | 6.93 | 6.78 | 3.21 | 7.17 | 3.25 | 2.75 | 2.61 | 3.21 | 2.77 | 2.26 | 3.05 | 2.60 | 3.53 | 3.58 | 4.45 | 5.64 | 3.07 | 2.93 | 2.92 | 3.39 | 3.50 | 3.89 | 4.42 | 4.01 | 3.57 | 4.85 | 3.35 | 3.66 | 5.30 | 3.69 | 3.87 | 4.24 | 4.35 |
| Draw Down(%) | NA | 2.81 | 5.87 | 19.29 | 19.29 | NA | NA | … | … | 2.81 | 2.86 | 3.53 | 6.68 | 17.54 | 3.21 | 14.29 | 1.90 | 3.34 | 1.68 | 2.72 | 4.58 | 2.98 | 4.98 | 1.48 | 4.72 | 3.16 | 3.98 | 16.80 | 3.34 | 1.81 | 2.73 | 4.56 | 4.91 | 2.45 | 4.37 | 4.51 | 2.54 | 10.86 | 3.45 | 3.21 | 2.63 | 8.82 | 1.51 | 3.90 | 2.12 |
| Yield(%) | 0.00 | 4.34 | 4.74 | 3.46 | 3.44 | 3.64 | 4.21 | … | … | 1.56 | 4.82 | 4.94 | 4.81 | 2.52 | 2.22 | 2.81 | 3.26 | 2.92 | 3.32 | 3.78 | 3.78 | 4.18 | 4.43 | 4.85 | 5.02 | 4.94 | 6.75 | 7.00 | 5.72 | 5.85 | 5.49 | 5.14 | 5.21 | 6.60 | 8.11 | 7.70 | 8.89 | 10.06 | 8.90 | 8.45 | 8.01 | 4.53 | 5.48 | 6.50 | 6.19 |
Data as of 06/03/2026, Common starting date is 05/03/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIOX (MFS STRATEGIC INCOME FUND A) |
-4.62%
Oct 2020 – Oct 2023 |
-0.30%
Oct 2017 – Oct 2022 |
1.41%
Oct 2012 – Oct 2022 |
2.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIOX (MFS STRATEGIC INCOME FUND A) |
14.07%
Feb 2009 – Feb 2012 |
10.59%
Nov 2008 – Nov 2013 |
7.51%
Jan 1995 – Jan 2005 |
6.56%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart