Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MIACX (MFS INFLATION-ADJUSTED BOND FUND C) 0.22% 3.10% 2.16% -0.75% 0.98% 0.95% 1.93%
Data as of 06/10/2026, Common starting date is 09/29/2004
More Performance Analytics Comparison
Name Start Date End Date
MIACX (MFS INFLATION-ADJUSTED BOND FUND C) 09/29/2004 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 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) -0.56 3.10 2.16 -0.75 0.98 0.95 1.93 0.22 1.99 0.51 1.42 -12.82 3.61 9.44 7.13 -3.00 1.65 3.06 -3.24 1.89 -10.12 5.10 11.93 4.22 7.87 -3.03 9.90 -1.08 -3.23 2.05
Sharpe Ratio NA 0.06 -0.22 -0.52 -0.11 NA NA -0.49 -0.18 -1.28 -0.38 -1.66 0.90 1.30 1.37 -1.34 0.29 0.62 -0.59 0.45 -1.82 1.09 1.80 0.69 0.96 -0.38 1.23 -0.93 -1.13 1.27
Standard Deviation(%) NA 3.44 5.23 6.12 5.44 NA NA 3.48 4.89 4.75 7.50 8.59 3.98 7.05 4.18 3.24 3.54 4.58 5.52 4.16 5.58 4.69 6.62 6.01 8.08 10.45 5.64 4.68 4.76 5.38
Draw Down(%) NA 2.21 5.69 17.40 17.40 NA NA 2.21 3.25 4.08 8.33 14.52 2.73 9.68 2.56 4.31 2.02 5.37 6.44 3.95 11.16 2.34 3.41 5.62 4.30 15.59 3.32 4.47 5.39 1.45
Yield(%) 0.00 3.30 3.09 3.43 2.42 2.02 2.37 0.00 3.54 2.99 3.01 5.66 4.16 0.93 1.30 1.68 1.16 0.76 0.05 0.83 0.46 2.02 3.70 1.70 2.27 3.55 3.51 2.45 0.00 1.55
Data as of 06/10/2026, 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
MIACX (MFS INFLATION-ADJUSTED BOND FUND C) -4.13%
Oct 2020 – Oct 2023
-1.80%
Nov 2012 – Nov 2017
-0.62%
Sep 2012 – Sep 2022
1.02%
Aug 2008 – Aug 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIACX (MFS INFLATION-ADJUSTED BOND FUND C) 10.02%
Nov 2008 – Nov 2011
6.57%
May 2007 – May 2012
2.98%
Jun 2006 – Jun 2016
2.93%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return