Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLHX (MFS LIMITED MATURITY FUND R3) | 0.46% | 3.59% | 4.99% | 2.71% | 2.49% | 2.04% | 2.47% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLHX (MFS LIMITED MATURITY FUND R3) | 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 | 3.59 | 4.99 | 2.71 | 2.49 | 2.04 | 2.47 | … | … | 0.46 | 5.60 | 5.05 | 6.03 | -3.14 | -0.02 | 4.22 | 4.61 | 0.94 | 1.43 | 1.43 | 0.26 | 0.53 | 0.40 | 3.63 | 1.22 | 3.88 | 11.22 | -4.33 | 3.77 | 4.38 | -1.08 |
| Sharpe Ratio | NA | 0.68 | 0.82 | 0.08 | 0.41 | NA | NA | … | … | -0.60 | 1.25 | 0.61 | 0.81 | -1.73 | -0.04 | 1.27 | 1.80 | -0.30 | 0.58 | 0.97 | 0.17 | 0.49 | 0.28 | 2.77 | 0.71 | 1.99 | 4.48 | -1.57 | 0.29 | 0.52 | -2.80 |
| Standard Deviation(%) | NA | 2.13 | 2.36 | 2.42 | 2.17 | NA | NA | … | … | 2.30 | 2.18 | 2.37 | 2.95 | 2.65 | 1.11 | 3.10 | 1.75 | 1.50 | 1.34 | 1.25 | 1.35 | 1.05 | 1.28 | 1.30 | 1.66 | 1.90 | 2.48 | 3.37 | 2.13 | 1.87 | 1.39 |
| Draw Down(%) | NA | 1.18 | 1.18 | 5.74 | 6.57 | NA | NA | … | … | 1.18 | 0.85 | 0.86 | 1.22 | 5.37 | 0.69 | 6.57 | 0.66 | 0.67 | 0.40 | 0.80 | 0.60 | 0.50 | 1.05 | 0.33 | 1.29 | 1.18 | 1.03 | 7.05 | 0.78 | 0.47 | 1.38 |
| Yield(%) | 0.00 | 3.87 | 4.05 | 2.96 | 2.47 | 2.17 | 2.63 | … | … | 1.30 | 4.29 | 4.13 | 3.49 | 1.62 | 1.29 | 2.16 | 2.54 | 2.09 | 1.59 | 1.26 | 1.10 | 1.19 | 1.70 | 2.60 | 2.99 | 3.68 | 4.44 | 4.48 | 4.78 | 4.43 | 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 |
|---|---|---|---|---|
| MQLHX (MFS LIMITED MATURITY FUND R3) |
-0.14%
Oct 2019 – Oct 2022 |
0.64%
Apr 2013 – Apr 2018 |
0.91%
Oct 2012 – Oct 2022 |
1.62%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLHX (MFS LIMITED MATURITY FUND R3) |
5.85%
Oct 2022 – Oct 2025 |
4.21%
Nov 2008 – Nov 2013 |
2.64%
Feb 2016 – Feb 2026 |
2.45%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart