Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBHX (MFS Core Bond R2) | -0.18% | 4.35% | 3.70% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBHX (MFS Core Bond R2) | 06/22/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 4.35 | 3.70 | NA | NA | NA | NA | … | … | -0.18 | 6.67 | 1.27 | 5.91 | -2.78 |
| Sharpe Ratio | NA | 0.40 | 0.08 | NA | NA | NA | NA | … | … | -0.75 | 0.87 | -0.43 | 0.32 | -0.96 |
| Standard Deviation(%) | NA | 3.69 | 5.29 | NA | NA | NA | NA | … | … | 3.93 | 4.38 | 5.43 | 7.19 | 7.82 |
| Draw Down(%) | NA | 2.86 | 6.16 | NA | NA | NA | NA | … | … | 2.86 | 2.67 | 4.00 | 7.24 | 9.82 |
| Yield(%) | 0.00 | 4.22 | 4.19 | 3.05 | 1.52 | 1.02 | 0.76 | … | … | 1.58 | 4.35 | 4.12 | 4.09 | 1.70 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MCBHX (MFS Core Bond R2) |
1.63%
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 |
|---|---|---|---|---|
| MCBHX (MFS Core Bond R2) |
5.53%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart