Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLBX (MFS LIMITED MATURITY FUND B) | 0.25% | 3.19% | 4.35% | 1.79% | 1.68% | 1.24% | 1.69% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLBX (MFS LIMITED MATURITY FUND B) | 09/29/1993 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.19 | 4.35 | 1.79 | 1.68 | 1.24 | 1.69 | … | … | 0.25 | 4.97 | 4.39 | 5.16 | -4.73 | -0.88 | 3.38 | 4.12 | 0.22 | 0.72 | 0.64 | -0.64 | -0.15 | -0.34 | 2.89 | 0.43 | 2.89 | 10.46 | -5.01 | 3.18 | 3.82 | 1.00 | 0.15 | 2.57 | 3.67 | 7.17 | 6.79 | 2.17 | 4.03 | 4.55 | 4.02 | 10.80 | -0.72 | 0.24 |
| Sharpe Ratio | NA | 0.49 | 0.58 | -0.32 | 0.03 | NA | NA | … | … | -0.66 | 1.07 | 0.34 | 0.52 | -2.43 | -0.80 | 1.03 | 1.64 | -1.10 | 0.05 | 0.38 | -0.55 | -0.16 | -0.30 | 2.63 | 0.25 | 1.59 | 4.17 | -1.84 | 0.02 | 0.22 | -0.79 | -0.39 | 0.83 | 1.00 | 1.77 | 1.18 | -0.55 | 0.20 | 0.35 | 0.14 | 2.41 | -1.37 | -0.60 |
| Standard Deviation(%) | NA | 2.05 | 2.22 | 2.33 | 2.06 | NA | NA | … | … | 2.21 | 1.96 | 2.24 | 2.94 | 2.54 | 1.14 | 3.03 | 1.61 | 1.06 | 1.21 | 1.13 | 1.21 | 1.03 | 1.28 | 1.09 | 1.59 | 1.77 | 2.48 | 3.24 | 2.12 | 1.79 | 1.60 | 2.11 | 2.23 | 2.52 | 2.70 | 2.18 | 2.20 | 2.74 | 2.47 | 2.61 | 2.83 | 2.76 | 2.12 |
| Draw Down(%) | NA | 1.35 | 1.35 | 7.23 | 7.29 | NA | NA | … | … | 1.35 | 0.85 | 0.90 | 1.42 | 6.39 | 1.03 | 6.59 | 0.66 | 0.78 | 0.59 | 0.93 | 1.13 | 0.63 | 1.31 | 0.33 | 1.27 | 1.23 | 1.20 | 7.56 | 0.79 | 0.47 | 0.93 | 2.22 | 1.56 | 1.61 | 1.43 | 1.06 | 0.91 | 1.71 | 1.22 | 1.60 | 1.24 | 3.12 | 0.93 |
| Yield(%) | 0.00 | 3.33 | 3.39 | 2.34 | 1.82 | 1.51 | 1.96 | … | … | 1.10 | 3.68 | 3.43 | 2.71 | 1.00 | 0.67 | 1.53 | 1.88 | 1.39 | 0.89 | 0.47 | 0.37 | 0.51 | 0.97 | 1.88 | 2.22 | 2.55 | 3.71 | 3.82 | 4.23 | 3.89 | 3.27 | 2.97 | 3.86 | 4.45 | 5.24 | 5.40 | 4.88 | 5.38 | 5.87 | 6.09 | 6.22 | 5.00 | 1.58 |
Data as of 06/03/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLBX (MFS LIMITED MATURITY FUND B) |
-1.23%
Oct 2019 – Oct 2022 |
-0.12%
Apr 2013 – Apr 2018 |
0.07%
Oct 2012 – Oct 2022 |
0.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLBX (MFS LIMITED MATURITY FUND B) |
6.62%
Nov 1994 – Nov 1997 |
5.13%
Sep 1996 – Sep 2001 |
4.67%
Mar 1994 – Mar 2004 |
3.92%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart