Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MIAKX (MFS INFLATION-ADJUSTED BOND FUND R6) 1.22% 4.53% 3.35% 0.59% 2.18% NA NA
Data as of 06/03/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
Name Start Date End Date
MIAKX (MFS INFLATION-ADJUSTED BOND FUND R6) 03/04/2013 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
Annualized Return (%) 0.11 4.53 3.35 0.59 2.18 NA NA 1.22 2.20 1.63 2.50 -11.87 4.71 10.69 8.11 -1.73 2.66 3.92 -2.12 2.95 -8.62
Sharpe Ratio NA 0.58 0.06 -0.32 0.12 NA NA 0.30 -0.13 -1.04 -0.24 -1.55 1.16 1.48 1.58 -0.92 0.57 0.78 -0.39 0.69 -1.74
Standard Deviation(%) NA 3.41 5.22 6.11 5.46 NA NA 3.47 5.02 4.77 7.50 8.60 4.03 7.04 4.24 3.31 3.54 4.76 5.52 4.28 5.91
Draw Down(%) NA 2.28 5.74 15.68 15.68 NA NA 2.28 3.53 3.87 7.89 13.90 2.72 9.62 2.46 3.32 1.92 5.08 5.53 3.60 10.75
Yield(%) 0.00 4.12 4.05 4.29 3.38 2.33 1.75 0.00 4.63 4.08 4.04 6.60 5.12 1.62 2.40 2.83 2.25 1.64 0.59 1.89 1.18
Data as of 06/03/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIAKX (MFS INFLATION-ADJUSTED BOND FUND R6) -3.07%
Oct 2020 – Oct 2023
-0.71%
Apr 2013 – Apr 2018
0.90%
Apr 2013 – Apr 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIAKX (MFS INFLATION-ADJUSTED BOND FUND R6) 7.97%
Nov 2018 – Nov 2021
4.80%
Dec 2016 – Dec 2021
2.52%
Dec 2015 – Dec 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return