Performance Comparison
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
