Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQLKX (MFS LIMITED MATURITY FUND R6) | 0.60% | 3.99% | 5.38% | 2.91% | 2.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQLKX (MFS LIMITED MATURITY FUND R6) | 09/05/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.99 | 5.38 | 2.91 | 2.73 | NA | NA | … | … | 0.60 | 6.06 | 5.42 | 6.68 | -3.53 | -0.03 | 4.43 | 5.14 | 1.22 | 1.65 | 1.53 | 0.20 | 1.01 | 0.64 | 0.62 |
| Sharpe Ratio | NA | 0.88 | 0.95 | 0.14 | 0.51 | NA | NA | … | … | -0.53 | 1.40 | 0.73 | 0.98 | -1.90 | -0.04 | 1.32 | 2.18 | -0.12 | 0.78 | 1.17 | 0.14 | 0.87 | 0.48 | 2.56 |
| Standard Deviation(%) | NA | 2.16 | 2.41 | 2.48 | 2.19 | NA | NA | … | … | 1.96 | 2.27 | 2.47 | 3.10 | 2.62 | 1.24 | 3.15 | 1.69 | 1.27 | 1.28 | 1.13 | 1.23 | 1.14 | 1.26 | 0.76 |
| Draw Down(%) | NA | 1.18 | 1.18 | 6.22 | 6.59 | NA | NA | … | … | 1.18 | 0.85 | 1.02 | 1.22 | 5.67 | 0.78 | 6.59 | 0.66 | 0.49 | 0.50 | 0.65 | 0.60 | 0.50 | 0.98 | 0.16 |
| Yield(%) | 0.00 | 4.26 | 4.41 | 3.28 | 2.77 | 2.20 | 1.65 | … | … | 1.44 | 4.72 | 4.44 | 3.77 | 1.94 | 1.61 | 2.48 | 2.88 | 2.38 | 1.82 | 1.36 | 1.36 | 1.51 | 1.94 | 0.62 |
Data as of 06/04/2026, Common starting date is 09/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLKX (MFS LIMITED MATURITY FUND R6) |
-0.28%
Oct 2019 – Oct 2022 |
0.84%
Apr 2013 – Apr 2018 |
1.04%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQLKX (MFS LIMITED MATURITY FUND R6) |
6.41%
Oct 2022 – Oct 2025 |
3.42%
Mar 2020 – Mar 2025 |
2.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart