Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLJX (MFS LIMITED MATURITY FUND R4) | 0.56% | 3.81% | 5.23% | 2.79% | 2.69% | 2.23% | 2.65% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLJX (MFS LIMITED MATURITY FUND R4) | 04/07/2005 | 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 | 3.81 | 5.23 | 2.79 | 2.69 | 2.23 | 2.65 | … | … | 0.56 | 5.82 | 5.30 | 6.10 | -3.43 | 0.32 | 4.29 | 4.69 | 1.85 | 1.46 | 1.80 | 0.13 | 0.73 | 0.76 | 3.66 | 1.41 | 3.63 | 11.65 | -4.05 | 4.04 | 4.58 | -1.23 |
| Sharpe Ratio | NA | 0.87 | 0.92 | 0.12 | 0.51 | NA | NA | … | … | -0.30 | 1.40 | 0.71 | 0.82 | -1.92 | 0.26 | 1.28 | 1.92 | 0.31 | 0.70 | 1.38 | 0.08 | 0.68 | 0.58 | 2.64 | 0.82 | 1.88 | 4.20 | -1.49 | 0.40 | 0.61 | -2.92 |
| Standard Deviation(%) | NA | 2.16 | 2.37 | 2.40 | 2.16 | NA | NA | … | … | 2.32 | 2.11 | 2.38 | 3.02 | 2.54 | 1.16 | 3.15 | 1.67 | 1.51 | 1.16 | 1.15 | 1.28 | 1.05 | 1.24 | 1.37 | 1.69 | 1.88 | 2.75 | 3.36 | 2.22 | 1.92 | 1.39 |
| Draw Down(%) | NA | 1.34 | 1.34 | 5.58 | 6.56 | NA | NA | … | … | 1.34 | 0.85 | 0.86 | 1.34 | 5.35 | 0.61 | 6.56 | 0.66 | 0.49 | 0.50 | 0.72 | 0.60 | 0.63 | 1.14 | 0.49 | 1.10 | 1.15 | 1.13 | 6.93 | 0.78 | 0.47 | 1.38 |
| Yield(%) | 0.00 | 4.08 | 4.28 | 3.19 | 2.71 | 2.39 | 2.82 | … | … | 1.40 | 4.49 | 4.34 | 3.73 | 1.90 | 1.53 | 2.39 | 2.79 | 2.33 | 1.79 | 1.46 | 1.30 | 1.39 | 1.89 | 2.80 | 3.18 | 3.43 | 4.68 | 4.76 | 5.05 | 4.62 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLJX (MFS LIMITED MATURITY FUND R4) |
-0.10%
Oct 2019 – Oct 2022 |
0.78%
Apr 2013 – Apr 2018 |
1.08%
Oct 2012 – Oct 2022 |
1.78%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLJX (MFS LIMITED MATURITY FUND R4) |
6.04%
Oct 2022 – Oct 2025 |
4.36%
Nov 2008 – Nov 2013 |
2.85%
Feb 2016 – Feb 2026 |
2.66%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart