Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLCX (MFS LIMITED MATURITY FUND C) | 0.05% | 2.68% | 4.15% | 1.71% | 1.59% | 1.16% | 1.64% | … | … |
Data as of 06/05/2026, Common starting date is 07/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLCX (MFS LIMITED MATURITY FUND C) | 07/28/1994 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 2.68 | 4.15 | 1.71 | 1.59 | 1.16 | 1.64 | … | … | 0.05 | 4.75 | 4.26 | 5.05 | -4.38 | -1.01 | 3.27 | 4.01 | 0.15 | 0.61 | 0.62 | -0.70 | -0.27 | -0.39 | 2.82 | 0.43 | 3.20 | 10.37 | -5.00 | 3.14 | 3.66 | 0.82 | 0.06 | 2.43 | 3.62 | 7.05 | 6.69 | 2.07 | 3.92 | 4.47 | 4.16 | 10.71 | 0.67 |
| Sharpe Ratio | NA | 0.33 | 0.48 | -0.35 | -0.01 | NA | NA | … | … | -1.06 | 0.92 | 0.28 | 0.48 | -2.29 | -0.87 | 1.00 | 1.52 | -1.13 | -0.04 | 0.37 | -0.62 | -0.25 | -0.33 | 2.71 | 0.25 | 1.58 | 4.12 | -1.82 | 0.00 | 0.14 | -0.84 | -0.43 | 0.76 | 1.00 | 1.74 | 1.08 | -0.61 | 0.17 | 0.32 | 0.20 | 2.46 | -0.68 |
| Standard Deviation(%) | NA | 1.97 | 2.22 | 2.33 | 2.06 | NA | NA | … | … | 1.86 | 2.04 | 2.27 | 2.93 | 2.55 | 1.19 | 3.02 | 1.67 | 1.09 | 1.16 | 1.09 | 1.18 | 1.13 | 1.29 | 1.03 | 1.62 | 1.97 | 2.50 | 3.27 | 2.13 | 1.75 | 1.70 | 2.12 | 2.25 | 2.47 | 2.69 | 2.29 | 2.13 | 2.75 | 2.49 | 2.55 | 2.74 | 2.98 |
| Draw Down(%) | NA | 1.18 | 1.18 | 7.21 | 7.30 | NA | NA | … | … | 1.18 | 0.85 | 0.86 | 1.43 | 6.29 | 1.12 | 6.58 | 0.66 | 0.77 | 0.58 | 0.93 | 1.13 | 0.71 | 1.15 | 0.34 | 1.42 | 1.23 | 1.05 | 7.71 | 0.78 | 0.47 | 0.81 | 2.22 | 1.55 | 1.61 | 1.43 | 1.06 | 1.01 | 1.72 | 1.23 | 1.73 | 1.24 | 1.19 |
| Yield(%) | 0.00 | 3.16 | 3.27 | 2.23 | 1.71 | 1.42 | 1.91 | … | … | 1.07 | 3.48 | 3.32 | 2.69 | 0.88 | 0.56 | 1.40 | 1.78 | 1.32 | 0.78 | 0.45 | 0.30 | 0.40 | 0.91 | 1.81 | 2.22 | 3.01 | 3.64 | 3.81 | 4.18 | 3.74 | 3.09 | 2.87 | 3.72 | 4.39 | 5.14 | 5.31 | 4.78 | 5.28 | 5.80 | 6.08 | 6.14 | 2.65 |
Data as of 06/05/2026, Common starting date is 07/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLCX (MFS LIMITED MATURITY FUND C) |
-1.24%
Oct 2019 – Oct 2022 |
-0.19%
Apr 2013 – Apr 2018 |
0.02%
Oct 2012 – Oct 2022 |
0.78%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLCX (MFS LIMITED MATURITY FUND C) |
6.61%
Nov 1994 – Nov 1997 |
5.05%
Oct 1996 – Oct 2001 |
4.48%
Dec 1994 – Dec 2004 |
3.83%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart