Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIALX (MFS INFLATION-ADJUSTED BOND FUND R1) | 0.67% | 2.91% | 2.24% | -0.58% | 1.08% | 0.99% | 1.94% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIALX (MFS INFLATION-ADJUSTED BOND FUND R1) | 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 (%) | -0.22 | 2.91 | 2.24 | -0.58 | 1.08 | 0.99 | 1.94 | … | … | 0.67 | 2.01 | 0.45 | 1.33 | -12.70 | 3.59 | 9.34 | 7.02 | -2.82 | 1.66 | 2.96 | -3.15 | 1.87 | -10.14 | 5.11 | 11.85 | 4.22 | 7.98 | -3.06 | 9.81 | -1.26 | -1.69 |
| Sharpe Ratio | NA | 0.23 | -0.16 | -0.49 | -0.08 | NA | NA | … | … | -0.08 | -0.17 | -1.26 | -0.39 | -1.64 | 0.89 | 1.28 | 1.36 | -1.28 | 0.29 | 0.60 | -0.58 | 0.44 | -1.83 | 1.08 | 1.80 | 0.69 | 0.97 | -0.38 | 1.21 | -0.97 | -0.97 |
| Standard Deviation(%) | NA | 3.52 | 5.29 | 6.14 | 5.46 | NA | NA | … | … | 3.52 | 4.93 | 4.86 | 7.49 | 8.59 | 4.00 | 7.09 | 4.14 | 3.24 | 3.53 | 4.56 | 5.50 | 4.24 | 5.55 | 4.71 | 6.58 | 5.97 | 8.09 | 10.49 | 5.68 | 4.71 | 4.77 |
| Draw Down(%) | NA | 2.33 | 6.15 | 17.40 | 17.40 | NA | NA | … | … | 2.33 | 3.18 | 4.08 | 8.33 | 14.42 | 2.73 | 9.62 | 2.56 | 4.13 | 2.03 | 5.38 | 6.36 | 3.86 | 11.18 | 2.35 | 3.33 | 5.63 | 4.41 | 15.53 | 3.23 | 4.41 | 5.50 |
| Yield(%) | 0.00 | 3.31 | 3.12 | 3.48 | 2.46 | 2.04 | 2.37 | … | … | 0.00 | 3.59 | 3.05 | 3.03 | 5.74 | 4.15 | 0.92 | 1.29 | 1.78 | 1.16 | 0.76 | 0.05 | 0.81 | 0.46 | 2.03 | 3.70 | 1.71 | 2.26 | 3.54 | 3.41 | 2.37 | 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 |
|---|---|---|---|---|
| MIALX (MFS INFLATION-ADJUSTED BOND FUND R1) |
-4.12%
Oct 2020 – Oct 2023 |
-1.79%
Nov 2012 – Nov 2017 |
-0.61%
Sep 2012 – Sep 2022 |
1.02%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIALX (MFS INFLATION-ADJUSTED BOND FUND R1) |
10.00%
Nov 2008 – Nov 2011 |
6.57%
May 2007 – May 2012 |
2.97%
Jun 2006 – Jun 2016 |
2.92%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart