Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLGX (MFS LIMITED MATURITY FUND R1) | 0.22% | 2.86% | 4.55% | 2.13% | 1.82% | 1.32% | 1.74% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLGX (MFS LIMITED MATURITY FUND R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.86 | 4.55 | 2.13 | 1.82 | 1.32 | 1.74 | … | … | 0.22 | 4.77 | 4.27 | 7.02 | -4.36 | -0.85 | 3.28 | 3.84 | 0.15 | 0.62 | 0.62 | -0.70 | -0.27 | -0.23 | 2.66 | 0.43 | 3.29 | 10.41 | -5.07 | 3.01 | 3.78 | -1.08 |
| Sharpe Ratio | NA | 0.41 | 0.67 | -0.15 | 0.10 | NA | NA | … | … | -0.71 | 0.95 | 0.28 | 1.05 | -2.17 | -0.83 | 0.99 | 1.48 | -0.91 | -0.03 | 0.30 | -0.56 | -0.28 | -0.23 | 2.13 | 0.25 | 1.76 | 4.16 | -1.85 | -0.07 | 0.22 | -2.94 |
| Standard Deviation(%) | NA | 2.04 | 2.32 | 2.43 | 2.15 | NA | NA | … | … | 2.16 | 1.99 | 2.28 | 3.21 | 2.68 | 1.06 | 3.06 | 1.60 | 1.36 | 1.29 | 1.34 | 1.29 | 1.00 | 1.18 | 1.23 | 1.59 | 1.82 | 2.48 | 3.25 | 2.03 | 1.70 | 1.32 |
| Draw Down(%) | NA | 1.35 | 1.35 | 7.36 | 7.48 | NA | NA | … | … | 1.35 | 0.85 | 0.86 | 1.30 | 6.47 | 1.26 | 6.59 | 0.66 | 0.81 | 0.59 | 0.90 | 1.13 | 0.71 | 1.31 | 0.34 | 1.27 | 1.23 | 1.22 | 7.62 | 0.79 | 0.47 | 1.39 |
| Yield(%) | 0.00 | 3.17 | 3.28 | 2.23 | 1.72 | 1.43 | 1.90 | … | … | 1.07 | 3.49 | 3.33 | 2.70 | 0.88 | 0.56 | 1.40 | 1.78 | 1.33 | 0.79 | 0.45 | 0.30 | 0.40 | 0.92 | 1.82 | 2.22 | 2.94 | 3.66 | 3.76 | 4.05 | 3.70 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLGX (MFS LIMITED MATURITY FUND R1) |
-1.24%
Oct 2019 – Oct 2022 |
-0.19%
Apr 2013 – Apr 2018 |
0.00%
Oct 2012 – Oct 2022 |
0.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLGX (MFS LIMITED MATURITY FUND R1) |
5.76%
Oct 2022 – Oct 2025 |
3.45%
Nov 2008 – Nov 2013 |
1.97%
Feb 2016 – Feb 2026 |
1.67%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart