Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIOBX (MFS STRATEGIC INCOME FUND B) | -0.56% | 3.96% | 3.94% | -0.37% | 1.80% | 2.21% | 3.13% | … | … |
Data as of 06/08/2026, Common starting date is 10/01/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIOBX (MFS STRATEGIC INCOME FUND B) | 10/01/1993 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 3.96 | 3.94 | -0.37 | 1.80 | 2.21 | 3.13 | … | … | -0.56 | 6.57 | 1.84 | 6.64 | -14.19 | -1.98 | 8.49 | 10.40 | -3.10 | 4.91 | 7.07 | -2.67 | 2.27 | 0.58 | 10.02 | 3.77 | 8.75 | 24.04 | -12.17 | 2.72 | 6.15 | 1.12 | 6.72 | 13.10 | 6.82 | 1.28 | 0.49 | 6.23 | -1.34 | 9.92 | 9.15 | 16.30 | -8.10 | 2.24 |
| Sharpe Ratio | NA | 0.30 | 0.15 | -0.51 | 0.04 | NA | NA | … | … | -0.88 | 0.84 | -0.34 | 0.44 | -2.31 | -0.63 | 1.16 | 2.89 | -1.70 | 1.65 | 2.19 | -1.00 | 1.04 | 0.18 | 4.32 | 1.04 | 2.52 | 5.64 | -2.35 | -0.15 | 0.97 | -0.40 | 1.69 | 3.46 | 1.59 | -0.29 | -0.94 | 0.81 | -0.98 | 1.83 | 1.57 | 2.31 | -2.86 | 2.21 |
| Standard Deviation(%) | NA | 3.79 | 5.13 | 5.54 | 4.85 | NA | NA | … | … | 3.91 | 4.39 | 5.24 | 6.86 | 6.79 | 3.16 | 7.05 | 3.09 | 2.64 | 2.59 | 3.13 | 2.70 | 2.16 | 2.97 | 2.33 | 3.58 | 3.44 | 4.24 | 5.57 | 2.96 | 2.83 | 2.82 | 3.40 | 3.58 | 3.58 | 4.16 | 3.98 | 3.53 | 4.88 | 3.40 | 3.47 | 5.34 | 3.91 | 3.19 |
| Draw Down(%) | NA | 2.83 | 5.94 | 19.99 | 19.99 | NA | NA | … | … | 2.83 | 2.71 | 3.75 | 7.06 | 18.04 | 3.36 | 14.25 | 1.91 | 4.09 | 1.69 | 2.73 | 5.12 | 3.18 | 5.07 | 1.34 | 4.88 | 3.39 | 3.95 | 17.00 | 3.35 | 1.83 | 2.63 | 4.67 | 5.08 | 2.52 | 4.55 | 4.76 | 2.56 | 11.05 | 3.53 | 3.27 | 3.09 | 9.57 | 1.40 |
| Yield(%) | 0.00 | 3.61 | 3.98 | 2.78 | 2.69 | 2.94 | 3.52 | … | … | 1.29 | 4.02 | 4.17 | 4.02 | 1.79 | 1.52 | 2.03 | 2.48 | 2.24 | 2.54 | 2.99 | 3.04 | 3.49 | 3.76 | 4.16 | 4.33 | 4.29 | 5.95 | 6.36 | 5.06 | 5.19 | 4.85 | 4.60 | 5.65 | 6.08 | 7.54 | 7.13 | 8.37 | 9.50 | 8.35 | 7.85 | 5.70 | 4.12 | 1.49 |
Data as of 06/08/2026, Common starting date is 10/01/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIOBX (MFS STRATEGIC INCOME FUND B) |
-5.36%
Oct 2020 – Oct 2023 |
-1.07%
Oct 2017 – Oct 2022 |
0.68%
Oct 2013 – Oct 2023 |
2.24%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIOBX (MFS STRATEGIC INCOME FUND B) |
13.38%
Feb 2009 – Feb 2012 |
9.88%
Nov 2008 – Nov 2013 |
6.81%
Jan 1995 – Jan 2005 |
5.87%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart