Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLIX (MFS LIMITED MATURITY FUND I) | 0.39% | 3.84% | 5.21% | 2.74% | 2.62% | 2.17% | 2.46% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLIX (MFS LIMITED MATURITY FUND I) | 01/30/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.84 | 5.21 | 2.74 | 2.62 | 2.17 | 2.46 | … | … | 0.39 | 5.86 | 5.35 | 6.35 | -3.78 | 0.30 | 4.31 | 4.89 | 1.17 | 1.64 | 1.64 | 0.30 | 0.73 | 0.60 | 3.67 | 1.42 | 3.81 | 10.12 | -6.18 | 4.17 | 4.79 | 1.91 | 1.67 | 3.38 | 4.45 | 8.12 | 7.77 | 3.10 | 5.01 | 5.66 |
| Sharpe Ratio | NA | 0.79 | 0.92 | 0.10 | 0.48 | NA | NA | … | … | -0.46 | 1.41 | 0.69 | 0.92 | -1.99 | 0.23 | 1.30 | 1.92 | -0.16 | 0.72 | 1.08 | 0.20 | 0.66 | 0.44 | 2.59 | 0.80 | 1.91 | 3.67 | -2.17 | 0.46 | 0.71 | -0.20 | 0.30 | 1.11 | 1.31 | 2.01 | 1.49 | -0.11 | 0.52 | 0.93 |
| Standard Deviation(%) | NA | 2.18 | 2.43 | 2.44 | 2.18 | NA | NA | … | … | 2.42 | 2.11 | 2.50 | 2.95 | 2.62 | 1.20 | 3.11 | 1.78 | 1.35 | 1.37 | 1.32 | 1.36 | 1.07 | 1.27 | 1.41 | 1.74 | 1.95 | 2.73 | 3.28 | 2.24 | 1.96 | 1.78 | 2.29 | 2.41 | 2.52 | 2.87 | 2.39 | 2.41 | 2.95 | 2.69 |
| Draw Down(%) | NA | 1.36 | 1.36 | 6.08 | 6.60 | NA | NA | … | … | 1.36 | 0.85 | 0.87 | 1.35 | 5.68 | 0.62 | 6.60 | 0.67 | 0.64 | 0.39 | 0.77 | 0.50 | 0.46 | 0.99 | 0.33 | 1.10 | 1.15 | 1.54 | 8.50 | 0.79 | 0.47 | 0.86 | 1.78 | 1.41 | 1.46 | 1.43 | 0.84 | 1.01 | 1.78 | 1.13 |
| Yield(%) | 0.00 | 4.12 | 4.29 | 3.19 | 2.71 | 2.38 | 2.67 | … | … | 1.41 | 4.52 | 4.36 | 3.72 | 1.87 | 1.54 | 2.41 | 2.80 | 2.33 | 1.80 | 1.47 | 1.30 | 1.39 | 1.90 | 2.81 | 3.19 | 3.44 | 3.44 | 2.70 | 5.18 | 4.83 | 4.15 | 4.46 | 4.65 | 5.33 | 6.15 | 6.33 | 5.78 | 6.31 | 6.79 |
Data as of 06/03/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLIX (MFS LIMITED MATURITY FUND I) |
-0.16%
Oct 2019 – Oct 2022 |
0.82%
Apr 2013 – Apr 2018 |
1.04%
Oct 2012 – Oct 2022 |
1.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLIX (MFS LIMITED MATURITY FUND I) |
7.17%
May 2000 – May 2003 |
5.82%
Feb 1997 – Feb 2002 |
4.61%
Mar 1997 – Mar 2007 |
3.92%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart