Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIATX (MFS INFLATION-ADJUSTED BOND FUND R2) | 1.00% | 3.48% | 2.77% | -0.08% | 1.60% | 1.51% | 2.45% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIATX (MFS INFLATION-ADJUSTED BOND FUND R2) | 09/29/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.48 | 2.77 | -0.08 | 1.60 | 1.51 | 2.45 | … | … | 1.00 | 2.08 | 1.05 | 1.83 | -12.36 | 4.13 | 10.02 | 7.52 | -2.32 | 2.16 | 3.63 | -2.71 | 2.40 | -9.76 | 5.70 | 12.50 | 4.67 | 8.40 | -2.58 | 10.31 | -0.78 | -3.23 | 2.06 |
| Sharpe Ratio | NA | 0.39 | -0.06 | -0.41 | 0.01 | NA | NA | … | … | 0.15 | -0.16 | -1.15 | -0.33 | -1.61 | 1.04 | 1.37 | 1.45 | -1.09 | 0.44 | 0.75 | -0.50 | 0.57 | -1.72 | 1.21 | 1.88 | 0.76 | 1.02 | -0.33 | 1.30 | -0.87 | -1.13 | 1.26 |
| Standard Deviation(%) | NA | 3.53 | 5.23 | 6.11 | 5.45 | NA | NA | … | … | 3.49 | 4.96 | 4.82 | 7.42 | 8.58 | 3.96 | 7.12 | 4.21 | 3.33 | 3.49 | 4.58 | 5.52 | 4.15 | 5.68 | 4.71 | 6.63 | 6.03 | 8.11 | 10.44 | 5.66 | 4.65 | 4.79 | 5.48 |
| Draw Down(%) | NA | 2.30 | 6.02 | 16.66 | 16.66 | NA | NA | … | … | 2.30 | 3.34 | 3.90 | 8.18 | 14.26 | 2.68 | 9.57 | 2.61 | 3.71 | 1.97 | 5.14 | 6.01 | 3.69 | 10.89 | 2.34 | 3.24 | 5.56 | 4.28 | 15.34 | 3.29 | 4.40 | 5.40 | 1.55 |
| Yield(%) | 0.00 | 3.64 | 3.52 | 3.82 | 2.87 | 2.47 | 2.85 | … | … | 0.00 | 4.02 | 3.52 | 3.41 | 6.13 | 4.58 | 1.23 | 1.80 | 2.26 | 1.66 | 1.34 | 0.29 | 1.33 | 0.93 | 2.52 | 4.23 | 2.15 | 2.78 | 4.01 | 3.89 | 2.74 | 0.00 | 1.66 |
Data as of 06/04/2026, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIATX (MFS INFLATION-ADJUSTED BOND FUND R2) |
-3.65%
Oct 2020 – Oct 2023 |
-1.29%
Nov 2012 – Nov 2017 |
-0.11%
Sep 2012 – Sep 2022 |
1.53%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIATX (MFS INFLATION-ADJUSTED BOND FUND R2) |
10.55%
Nov 2008 – Nov 2011 |
7.07%
May 2007 – May 2012 |
3.47%
Jun 2006 – Jun 2016 |
3.44%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart