Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIABX (MFS INFLATION-ADJUSTED BOND FUND B) | 0.22% | 3.23% | 2.15% | -0.57% | 1.10% | 1.06% | 2.04% | … | … |
Data as of 06/08/2026, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIABX (MFS INFLATION-ADJUSTED BOND FUND B) | 09/29/2004 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 3.23 | 2.15 | -0.57 | 1.10 | 1.06 | 2.04 | … | … | 0.22 | 5.35 | 0.65 | 1.38 | -12.65 | 3.72 | 9.58 | 7.11 | -2.71 | 1.78 | 3.15 | -3.01 | 1.88 | -10.05 | 5.23 | 12.01 | 4.26 | 8.10 | -3.10 | 10.06 | -1.09 | -3.23 | 1.96 |
| Sharpe Ratio | NA | 0.07 | -0.20 | -0.51 | -0.09 | NA | NA | … | … | -0.50 | 0.55 | -0.63 | -0.30 | -1.65 | 0.92 | 1.31 | 1.36 | -1.25 | 0.32 | 0.64 | -0.55 | 0.45 | -1.80 | 1.12 | 1.79 | 0.70 | 1.00 | -0.39 | 1.23 | -0.96 | -1.14 | 1.16 |
| Standard Deviation(%) | NA | 3.43 | 5.27 | 6.13 | 5.45 | NA | NA | … | … | 3.44 | 4.53 | 4.74 | 7.58 | 8.55 | 4.01 | 7.11 | 4.15 | 3.29 | 3.49 | 4.58 | 5.51 | 4.19 | 5.60 | 4.68 | 6.70 | 5.96 | 7.99 | 10.36 | 5.66 | 4.73 | 4.80 | 5.47 |
| Draw Down(%) | NA | 2.30 | 5.70 | 17.27 | 17.27 | NA | NA | … | … | 2.30 | 3.26 | 4.06 | 8.37 | 14.39 | 2.72 | 9.60 | 2.56 | 4.04 | 2.01 | 5.32 | 6.24 | 3.83 | 11.05 | 2.43 | 3.40 | 5.62 | 4.31 | 15.58 | 3.22 | 4.37 | 5.41 | 1.45 |
| Yield(%) | 0.00 | 3.20 | 3.07 | 3.46 | 2.49 | 2.10 | 2.44 | … | … | 0.00 | 3.39 | 3.02 | 3.08 | 5.71 | 4.18 | 0.97 | 1.38 | 1.88 | 1.29 | 0.96 | 0.09 | 0.92 | 0.54 | 2.15 | 3.76 | 1.75 | 2.38 | 3.59 | 3.54 | 2.44 | 0.00 | 1.55 |
Data as of 06/08/2026, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIABX (MFS INFLATION-ADJUSTED BOND FUND B) |
-4.02%
Oct 2020 – Oct 2023 |
-1.68%
Nov 2012 – Nov 2017 |
-0.50%
Sep 2012 – Sep 2022 |
1.12%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIABX (MFS INFLATION-ADJUSTED BOND FUND B) |
10.10%
Nov 2008 – Nov 2011 |
6.65%
May 2007 – May 2012 |
3.07%
Jun 2006 – Jun 2016 |
3.03%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart