Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBEX (MFS Core Bond A) | -0.19% | 4.62% | 3.85% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBEX (MFS Core Bond A) | 06/22/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 4.62 | 3.85 | NA | NA | NA | NA | … | … | -0.19 | 6.83 | 1.62 | 6.08 | -2.64 |
| Sharpe Ratio | NA | 0.48 | 0.13 | NA | NA | NA | NA | … | … | -0.70 | 0.92 | -0.37 | 0.34 | -0.92 |
| Standard Deviation(%) | NA | 3.63 | 5.26 | NA | NA | NA | NA | … | … | 3.84 | 4.31 | 5.43 | 7.19 | 7.91 |
| Draw Down(%) | NA | 2.72 | 6.10 | NA | NA | NA | NA | … | … | 2.72 | 2.68 | 3.94 | 7.12 | 9.78 |
| Yield(%) | 0.00 | 4.49 | 4.43 | 3.24 | 1.62 | 1.08 | 0.81 | … | … | 1.68 | 4.60 | 4.36 | 4.34 | 1.84 |
Data as of 06/08/2026, Common starting date is 06/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBEX (MFS Core Bond A) |
1.85%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBEX (MFS Core Bond A) |
5.76%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart