Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLFX (MFS LIMITED MATURITY FUND A) | 0.49% | 3.80% | 5.07% | 2.44% | 2.39% | 1.98% | 2.45% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLFX (MFS LIMITED MATURITY FUND A) | 03/30/1992 | 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.80 | 5.07 | 2.44 | 2.39 | 1.98 | 2.45 | … | … | 0.49 | 5.61 | 5.20 | 5.97 | -4.24 | -0.25 | 4.15 | 4.72 | 1.17 | 1.28 | 1.45 | 0.16 | 0.81 | 0.44 | 3.52 | 1.22 | 4.01 | 11.25 | -4.24 | 4.04 | 4.58 | 1.49 | 0.96 | 2.35 | 4.51 | 7.97 | 7.62 | 2.97 | 5.12 | 5.37 | 4.76 | 11.64 | 0.23 | 6.41 | 7.03 |
| Sharpe Ratio | NA | 0.76 | 0.86 | -0.03 | 0.36 | NA | NA | … | … | -0.38 | 1.28 | 0.65 | 0.78 | -2.29 | -0.20 | 1.23 | 1.85 | -0.15 | 0.54 | 0.97 | 0.10 | 0.66 | 0.35 | 2.56 | 0.71 | 2.04 | 4.18 | -1.57 | 0.40 | 0.61 | -0.45 | -0.01 | 0.71 | 1.22 | 1.98 | 1.30 | -0.17 | 0.55 | 0.66 | 0.38 | 2.67 | -0.90 | 1.56 | 2.25 |
| Standard Deviation(%) | NA | 2.21 | 2.36 | 2.41 | 2.18 | NA | NA | … | … | 2.27 | 2.13 | 2.42 | 3.00 | 2.49 | 1.36 | 3.16 | 1.75 | 1.42 | 1.16 | 1.27 | 1.29 | 1.20 | 1.17 | 1.36 | 1.67 | 1.92 | 2.67 | 3.31 | 2.26 | 1.90 | 1.69 | 2.11 | 2.30 | 2.75 | 2.84 | 2.61 | 2.34 | 3.02 | 2.56 | 2.89 | 2.87 | 3.16 | 2.71 | 3.10 |
| Draw Down(%) | NA | 1.35 | 1.35 | 6.72 | 6.72 | NA | NA | … | … | 1.35 | 0.85 | 0.87 | 1.22 | 6.09 | 0.83 | 6.57 | 0.66 | 0.51 | 0.55 | 0.73 | 0.60 | 0.63 | 1.16 | 0.49 | 1.13 | 1.17 | 1.15 | 7.08 | 0.78 | 0.47 | 0.87 | 2.14 | 1.55 | 1.60 | 1.42 | 0.99 | 1.01 | 1.79 | 1.16 | 1.62 | 1.24 | 3.05 | 1.07 | 1.98 |
| Yield(%) | 0.00 | 3.92 | 4.11 | 3.05 | 2.56 | 2.25 | 2.70 | … | … | 1.34 | 4.29 | 4.21 | 3.55 | 1.75 | 1.45 | 2.33 | 2.64 | 2.16 | 1.62 | 1.28 | 1.16 | 1.30 | 1.75 | 2.66 | 2.99 | 3.64 | 4.47 | 4.58 | 5.05 | 4.62 | 3.89 | 3.61 | 3.79 | 5.24 | 6.01 | 6.19 | 5.64 | 6.14 | 6.65 | 6.80 | 7.01 | 5.92 | 6.27 | 5.54 |
Data as of 06/03/2026, Common starting date is 03/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLFX (MFS LIMITED MATURITY FUND A) |
-0.60%
Oct 2019 – Oct 2022 |
0.67%
Apr 2013 – Apr 2018 |
0.79%
Oct 2012 – Oct 2022 |
1.55%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLFX (MFS LIMITED MATURITY FUND A) |
7.42%
Nov 1994 – Nov 1997 |
6.01%
Sep 1996 – Sep 2001 |
5.79%
Apr 1992 – Apr 2002 |
4.86%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart