Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIAIX (MFS INFLATION-ADJUSTED BOND FUND I) | 1.22% | 4.02% | 3.27% | 0.41% | 2.08% | 1.99% | 2.90% | … | … |
Data as of 06/04/2026, Common starting date is 10/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIAIX (MFS INFLATION-ADJUSTED BOND FUND I) | 10/30/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.02 | 3.27 | 0.41 | 2.08 | 1.99 | 2.90 | … | … | 1.22 | 2.20 | 1.65 | 2.14 | -11.87 | 4.64 | 10.55 | 8.03 | -1.83 | 2.55 | 4.11 | -2.28 | 2.87 | -9.34 | 6.23 | 12.91 | 5.12 | 9.15 | -2.22 | 11.13 | -2.57 | -3.23 | 6.50 | 1.55 |
| Sharpe Ratio | NA | 0.55 | 0.04 | -0.33 | 0.10 | NA | NA | … | … | 0.30 | -0.13 | -1.03 | -0.28 | -1.55 | 1.15 | 1.47 | 1.56 | -0.95 | 0.54 | 0.84 | -0.41 | 0.68 | -1.69 | 1.33 | 1.93 | 0.83 | 1.12 | -0.30 | 1.42 | -1.26 | -1.13 | 0.95 | 1.67 |
| Standard Deviation(%) | NA | 3.54 | 5.25 | 6.14 | 5.46 | NA | NA | … | … | 3.55 | 5.10 | 4.79 | 7.50 | 8.60 | 4.02 | 7.00 | 4.24 | 3.33 | 3.56 | 4.63 | 5.57 | 4.21 | 5.56 | 4.69 | 6.69 | 6.04 | 8.11 | 10.44 | 5.76 | 4.65 | 4.78 | 5.85 | 5.42 |
| Draw Down(%) | NA | 2.18 | 5.95 | 16.00 | 16.00 | NA | NA | … | … | 2.18 | 3.43 | 3.85 | 8.10 | 13.98 | 2.72 | 9.55 | 2.47 | 3.35 | 1.93 | 4.95 | 5.67 | 3.64 | 10.80 | 2.43 | 3.25 | 5.48 | 4.13 | 14.99 | 3.24 | 5.34 | 5.50 | 6.03 | 1.19 |
| Yield(%) | 0.00 | 4.05 | 3.98 | 4.22 | 3.31 | 2.89 | 3.29 | … | … | 0.00 | 4.57 | 4.01 | 3.91 | 6.55 | 5.06 | 1.56 | 2.31 | 2.74 | 2.14 | 1.82 | 0.53 | 1.81 | 1.36 | 2.94 | 4.71 | 2.59 | 3.29 | 4.48 | 4.54 | 1.08 | 0.00 | 4.20 | 1.05 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MIAIX (MFS INFLATION-ADJUSTED BOND FUND I) |
-3.23%
Oct 2020 – Oct 2023 |
-0.85%
Nov 2012 – Nov 2017 |
0.36%
Sep 2012 – Sep 2022 |
2.01%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAIX (MFS INFLATION-ADJUSTED BOND FUND I) |
11.09%
Nov 2008 – Nov 2011 |
7.61%
May 2007 – May 2012 |
3.92%
Jun 2006 – Jun 2016 |
3.94%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart