Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLMRX (MFS LIMITED MATURITY FUND R2) | 0.43% | 3.43% | 4.83% | 2.51% | 2.32% | 1.84% | 2.26% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLMRX (MFS LIMITED MATURITY FUND R2) | 11/03/2003 | 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 (%) | 0.00 | 3.43 | 4.83 | 2.51 | 2.32 | 1.84 | 2.26 | … | … | 0.43 | 5.40 | 4.89 | 5.87 | -3.27 | -0.23 | 3.88 | 4.64 | 0.76 | 1.23 | 1.23 | -0.27 | 0.50 | 0.20 | 3.25 | 1.02 | 3.43 | 11.03 | -4.42 | 3.58 | 4.19 | 1.10 | 1.16 | 0.33 |
| Sharpe Ratio | NA | 0.63 | 0.76 | -0.01 | 0.32 | NA | NA | … | … | -0.68 | 1.18 | 0.52 | 0.77 | -1.77 | -0.23 | 1.14 | 1.92 | -0.57 | 0.46 | 0.96 | -0.25 | 0.42 | 0.14 | 2.68 | 0.59 | 1.70 | 4.35 | -1.64 | 0.21 | 0.42 | -0.71 | 0.09 | 0.66 |
| Standard Deviation(%) | NA | 2.05 | 2.34 | 2.40 | 2.14 | NA | NA | … | … | 2.15 | 2.14 | 2.45 | 2.91 | 2.67 | 1.08 | 3.17 | 1.65 | 1.10 | 1.25 | 1.05 | 1.21 | 1.15 | 1.17 | 1.20 | 1.69 | 1.96 | 2.51 | 3.28 | 2.04 | 1.84 | 1.63 | 2.03 | 2.15 |
| Draw Down(%) | NA | 1.18 | 1.18 | 5.91 | 6.57 | NA | NA | … | … | 1.18 | 0.85 | 0.86 | 1.22 | 5.44 | 0.74 | 6.57 | 0.66 | 0.56 | 0.60 | 0.67 | 0.80 | 0.69 | 1.18 | 0.49 | 1.17 | 1.18 | 1.20 | 7.12 | 0.78 | 0.47 | 0.92 | 1.88 | 0.59 |
| Yield(%) | 0.00 | 3.72 | 3.88 | 2.80 | 2.31 | 2.00 | 2.44 | … | … | 1.27 | 4.09 | 3.94 | 3.32 | 1.48 | 1.14 | 2.00 | 2.39 | 1.92 | 1.39 | 1.06 | 0.90 | 0.99 | 1.50 | 2.40 | 2.79 | 3.07 | 4.27 | 4.39 | 4.60 | 4.25 | 3.51 | 3.80 | 0.33 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLMRX (MFS LIMITED MATURITY FUND R2) |
-0.35%
Oct 2019 – Oct 2022 |
0.38%
Apr 2013 – Apr 2018 |
0.71%
Oct 2012 – Oct 2022 |
1.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLMRX (MFS LIMITED MATURITY FUND R2) |
5.68%
Oct 2022 – Oct 2025 |
3.96%
Nov 2008 – Nov 2013 |
2.50%
Jun 2004 – Jun 2014 |
2.24%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart