Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIAJX (MFS INFLATION-ADJUSTED BOND FUND R4) | 1.22% | 4.02% | 3.29% | 0.44% | 2.08% | 1.99% | 2.94% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIAJX (MFS INFLATION-ADJUSTED BOND FUND R4) | 04/07/2005 | 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 | 4.02 | 3.29 | 0.44 | 2.08 | 1.99 | 2.94 | … | … | 1.22 | 2.19 | 1.55 | 2.31 | -11.80 | 4.55 | 10.56 | 8.04 | -1.93 | 2.55 | 4.11 | -2.18 | 2.87 | -9.27 | 6.12 | 12.92 | 5.13 | 9.04 | -2.22 | 11.00 | -0.36 | -1.69 |
| Sharpe Ratio | NA | 0.56 | 0.05 | -0.33 | 0.10 | NA | NA | … | … | 0.31 | -0.13 | -1.05 | -0.26 | -1.55 | 1.12 | 1.43 | 1.56 | -0.97 | 0.54 | 0.83 | -0.40 | 0.67 | -1.65 | 1.29 | 1.93 | 0.84 | 1.10 | -0.30 | 1.39 | -0.75 | -0.96 |
| Standard Deviation(%) | NA | 3.47 | 5.23 | 6.11 | 5.47 | NA | NA | … | … | 3.39 | 5.05 | 4.78 | 7.52 | 8.56 | 4.05 | 7.17 | 4.25 | 3.37 | 3.57 | 4.69 | 5.54 | 4.27 | 5.63 | 4.74 | 6.69 | 5.99 | 8.10 | 10.43 | 5.80 | 4.84 | 4.78 |
| Draw Down(%) | NA | 2.18 | 5.80 | 15.87 | 15.87 | NA | NA | … | … | 2.18 | 3.44 | 3.82 | 7.96 | 13.99 | 2.73 | 9.65 | 2.57 | 3.41 | 1.93 | 4.95 | 5.58 | 3.64 | 10.81 | 2.43 | 3.25 | 5.48 | 4.24 | 14.99 | 3.25 | 4.21 | 5.50 |
| Yield(%) | 0.00 | 4.06 | 3.99 | 4.23 | 3.31 | 2.90 | 3.33 | … | … | 0.00 | 4.56 | 4.02 | 3.97 | 6.56 | 5.05 | 1.55 | 2.32 | 2.73 | 2.15 | 1.82 | 0.53 | 1.81 | 1.36 | 2.92 | 4.72 | 2.60 | 3.29 | 4.48 | 4.42 | 3.26 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAJX (MFS INFLATION-ADJUSTED BOND FUND R4) |
-3.15%
Oct 2020 – Oct 2023 |
-0.84%
Nov 2012 – Nov 2017 |
0.37%
Sep 2012 – Sep 2022 |
2.00%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAJX (MFS INFLATION-ADJUSTED BOND FUND R4) |
11.06%
Nov 2008 – Nov 2011 |
7.58%
May 2007 – May 2012 |
3.96%
Jun 2006 – Jun 2016 |
3.92%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart