Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/21/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| MGF (MFS Government Markets Income Closed Fund) | 3.56% | 13.79% | 6.86% | 5.46% | 4.06% | 3.09% | 4.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGF (MFS Government Markets Income Closed Fund) | 05/20/1987 | 03/21/2025 |
The return data shown below all have the same latest date: 03/21/2025.
AR inception is since 05/20/1987.
AR inception is since 05/20/1987.
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 13.79 | 6.86 | 5.46 | 4.06 | 3.09 | 4.67 | 13.02 | 3.56 | 8.13 | 12.20 | -9.47 | 3.17 | 7.78 | 10.27 | 1.33 | 2.63 | 2.69 | 1.75 | 6.95 | -9.62 | 5.76 | 9.81 | -2.64 | -0.54 | 26.24 | 9.18 | 5.95 | 2.44 | 2.93 | 2.36 | 14.46 | 5.97 | 26.64 | 1.00 | 14.02 | 16.30 | 29.71 | 25.90 | 6.11 | 27.18 | 22.62 | 55.56 | 25.58 | 59.26 | 50.00 | 38.46 |
| Sharpe Ratio | NA | 68.41 | 21.37 | 25.49 | 24.06 | NA | NA | 64.08 | 173.89 | 14.22 | 70.62 | -72.60 | 43.79 | 66.61 | 103.01 | 0.07 | 24.82 | 25.42 | 16.18 | 86.76 | -106.90 | 48.79 | 92.36 | -19.02 | -2.75 | 82.35 | 71.17 | 41.33 | 3.75 | 26.83 | 21.55 | 156.64 | 31.68 | 169.66 | -15.31 | 72.21 | -246.57 | 122.82 | 106.25 | 13.21 | 117.19 | 97.83 | 218.01 | 80.01 | 216.19 | 154.91 | 181.23 |
| Standard Deviation(%) | NA | 10.75 | 12.13 | 11.17 | 10.15 | NA | NA | 16.48 | 8.30 | 11.09 | 11.36 | 15.01 | 7.19 | 11.28 | 8.60 | 6.79 | 8.07 | 9.75 | 10.66 | 7.99 | 9.03 | 11.80 | 10.59 | 14.34 | 23.17 | 30.60 | 8.68 | 6.45 | 7.17 | 7.39 | 7.72 | 8.53 | 11.71 | 13.32 | 14.55 | 14.81 | 15.72 | 21.15 | 20.76 | 23.85 | 21.33 | 20.50 | 23.65 | 25.27 | 24.77 | 29.12 | 35.90 |
| Draw Down(%) | NA | 5.88 | 13.12 | 17.32 | 17.32 | NA | NA | 21.62 | 2.56 | 5.57 | 7.48 | 17.32 | 5.20 | 9.35 | 2.91 | 5.36 | 3.50 | 6.94 | 8.47 | 4.16 | 15.65 | 9.62 | 5.70 | 12.52 | 15.41 | 21.62 | 6.82 | 4.46 | 4.76 | 8.89 | 7.36 | 4.90 | 6.83 | 5.52 | 5.31 | 6.03 | 3.88 | 6.91 | 5.44 | 9.02 | 5.26 | 12.17 | 11.84 | 12.50 | 5.00 | 5.26 | 13.33 |
| Yield(%) | 0.61 | 7.70 | 6.65 | 6.52 | 5.86 | 5.01 | 5.96 | 18.39 | 1.87 | 7.55 | 7.49 | 6.66 | 7.16 | 7.54 | 7.61 | 7.22 | 7.58 | 7.66 | 7.41 | 7.68 | 6.81 | 7.20 | 7.49 | 7.17 | 4.91 | 7.75 | 5.42 | 5.47 | 4.47 | 4.81 | 5.12 | 6.66 | 6.00 | 8.78 | 7.83 | 8.25 | 9.62 | 11.83 | 11.90 | 11.80 | 16.00 | 21.28 | 32.61 | 31.28 | 34.44 | 35.00 | 23.94 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGF (MFS Government Markets Income Closed Fund) |
-3.37%
Aug 2012 - Aug 2015 |
-0.33%
Aug 2010 - Aug 2015 |
0.78%
Sep 2012 - Sep 2022 |
2.52%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGF (MFS Government Markets Income Closed Fund) |
52.96%
Mar 1988 - Mar 1991 |
51.86%
Jun 1987 - Jun 1992 |
33.91%
Jun 1987 - Jun 1997 |
26.44%
Jun 1987 - Jun 2002 |
Annualized Rolling Returns Comparison Chart