Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIAAX (MFS INFLATION-ADJUSTED BOND FUND A) | 1.11% | 4.23% | 3.13% | 0.34% | 1.95% | 1.85% | 2.81% | … | … |
Data as of 06/03/2026, Common starting date is 10/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIAAX (MFS INFLATION-ADJUSTED BOND FUND A) | 10/30/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 4.23 | 3.13 | 0.34 | 1.95 | 1.85 | 2.81 | … | … | 1.11 | 6.13 | 1.39 | 2.14 | -11.93 | 4.50 | 10.25 | 7.98 | -1.97 | 2.41 | 3.99 | -2.35 | 2.76 | -9.38 | 6.01 | 12.78 | 5.01 | 8.91 | -2.33 | 10.97 | -0.42 | -3.23 | 6.45 | 1.55 |
| Sharpe Ratio | NA | 0.52 | 0.01 | -0.35 | 0.08 | NA | NA | … | … | 0.23 | 0.73 | -0.46 | -0.20 | -1.57 | 1.10 | 1.41 | 1.53 | -1.04 | 0.50 | 0.81 | -0.43 | 0.65 | -1.67 | 1.29 | 1.91 | 0.81 | 1.09 | -0.32 | 1.40 | -0.81 | -1.16 | 0.93 | 1.67 |
| Standard Deviation(%) | NA | 3.45 | 5.33 | 6.16 | 5.48 | NA | NA | … | … | 3.47 | 4.47 | 4.82 | 7.66 | 8.56 | 4.08 | 7.04 | 4.25 | 3.23 | 3.54 | 4.68 | 5.54 | 4.20 | 5.62 | 4.64 | 6.68 | 6.08 | 8.07 | 10.38 | 5.62 | 4.78 | 4.74 | 5.86 | 5.41 |
| Draw Down(%) | NA | 2.18 | 5.88 | 16.05 | 16.05 | NA | NA | … | … | 2.18 | 3.24 | 3.80 | 7.94 | 14.00 | 2.73 | 9.65 | 2.49 | 3.42 | 1.94 | 5.09 | 5.71 | 3.58 | 10.85 | 2.43 | 3.28 | 5.55 | 4.25 | 15.14 | 3.25 | 4.32 | 5.40 | 6.12 | 1.19 |
| Yield(%) | 0.00 | 3.94 | 3.85 | 4.12 | 3.19 | 2.77 | 3.21 | … | … | 0.00 | 4.39 | 3.85 | 3.81 | 6.44 | 4.92 | 1.47 | 2.16 | 2.60 | 2.00 | 1.71 | 0.46 | 1.69 | 1.25 | 2.82 | 4.58 | 2.49 | 3.16 | 4.37 | 4.39 | 3.20 | 0.00 | 4.15 | 1.05 |
Data as of 06/03/2026, Common starting date is 10/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAAX (MFS INFLATION-ADJUSTED BOND FUND A) |
-3.29%
Oct 2020 – Oct 2023 |
-0.96%
Nov 2012 – Nov 2017 |
0.25%
Sep 2012 – Sep 2022 |
1.88%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAAX (MFS INFLATION-ADJUSTED BOND FUND A) |
10.93%
Nov 2008 – Nov 2011 |
7.46%
May 2007 – May 2012 |
3.84%
Jun 2006 – Jun 2016 |
3.80%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart