Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIAHX (MFS INFLATION-ADJUSTED BOND FUND R3) | 1.11% | 3.82% | 3.04% | 0.19% | 1.84% | 1.76% | 2.70% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIAHX (MFS INFLATION-ADJUSTED BOND FUND R3) | 04/08/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.82 | 3.04 | 0.19 | 1.84 | 1.76 | 2.70 | … | … | 1.11 | 2.13 | 1.28 | 2.12 | -12.12 | 4.41 | 10.29 | 7.78 | -2.08 | 2.30 | 3.87 | -2.40 | 2.64 | -9.56 | 6.00 | 12.66 | 4.90 | 8.78 | -2.45 | 10.70 | -0.65 | -1.69 |
| Sharpe Ratio | NA | 0.51 | 0.00 | -0.37 | 0.06 | NA | NA | … | … | 0.23 | -0.15 | -1.12 | -0.29 | -1.58 | 1.10 | 1.43 | 1.52 | -1.04 | 0.47 | 0.78 | -0.44 | 0.63 | -1.70 | 1.29 | 1.90 | 0.79 | 1.08 | -0.32 | 1.35 | -0.82 | -0.97 |
| Standard Deviation(%) | NA | 3.41 | 5.19 | 6.11 | 5.44 | NA | NA | … | … | 3.49 | 4.94 | 4.74 | 7.53 | 8.59 | 3.99 | 7.01 | 4.20 | 3.28 | 3.53 | 4.67 | 5.52 | 4.18 | 5.64 | 4.64 | 6.64 | 6.08 | 8.06 | 10.40 | 5.75 | 4.80 | 4.77 |
| Draw Down(%) | NA | 2.18 | 5.92 | 16.34 | 16.34 | NA | NA | … | … | 2.18 | 3.33 | 3.86 | 8.08 | 14.00 | 2.74 | 9.56 | 2.50 | 3.51 | 1.87 | 5.05 | 5.83 | 3.62 | 10.81 | 2.43 | 3.30 | 5.52 | 4.36 | 15.13 | 3.27 | 4.26 | 5.50 |
| Yield(%) | 0.00 | 3.86 | 3.76 | 4.02 | 3.09 | 2.68 | 3.09 | … | … | 0.00 | 4.30 | 3.74 | 3.68 | 6.33 | 4.84 | 1.40 | 2.06 | 2.50 | 1.90 | 1.59 | 0.41 | 1.58 | 1.14 | 2.72 | 4.47 | 2.38 | 3.03 | 4.25 | 4.14 | 2.98 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAHX (MFS INFLATION-ADJUSTED BOND FUND R3) |
-3.43%
Oct 2020 – Oct 2023 |
-1.06%
Nov 2012 – Nov 2017 |
0.14%
Sep 2012 – Sep 2022 |
1.77%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAHX (MFS INFLATION-ADJUSTED BOND FUND R3) |
10.80%
Nov 2008 – Nov 2011 |
7.33%
May 2007 – May 2012 |
3.71%
Jun 2006 – Jun 2016 |
3.69%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart