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MFS Inflation-Adjusted Bond R6 (MIAKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.02+0.04 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.89%
5-year average return1.43%
Number of years up7
Number of years down3
Best 1-yr total return (2 Jul 2024)10.70%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return10.70%
Worst 3-yr total return-1.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIAKXCategory
YTD0.67%2.01%
1-month0.77%0.29%
3-month0.88%2.93%
1-year2.22%7.04%
3-year-1.99%5.93%
5-year1.40%3.88%
10-year1.37%2.85%
Last bull market5.73%4.99%
Last bear market-5.99%3.43%

Annual total return (%) history

Year
MIAKXCategory
2024
N/AN/A
2023
2.49%N/A
2022
-11.84%N/A
2021
4.70%N/A
2020
10.70%10.01%
2019
8.11%7.92%
2018
-1.73%-1.64%
2017
2.66%2.72%
2016
4.22%4.59%
2015
-2.12%-2.36%
2014
2.94%1.80%
2013
N/A-7.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.22%0.88%N/AN/A
20233.30%-2.30%-3.28%5.00%
2022-3.12%-5.99%-5.09%2.00%
2021-1.70%2.92%1.45%2.02%
20201.73%4.20%3.00%1.39%
20193.31%2.91%1.31%0.38%
2018-0.98%0.69%-0.95%-0.49%
20171.18%-0.49%0.85%1.11%
20164.57%1.53%0.85%-2.66%
20151.25%-1.15%-1.35%-0.87%
20141.76%3.54%-2.23%-0.06%
2013-7.11%0.52%-2.11%N/A

Rank in category (by total return)

YTD68
1-month39
3-month33
1-year74
3-year73
5-year75

Load adjusted returns

1-year2.22%
3-year-1.99%
5-year1.40%
10-year1.37%