Mfs Inflation Adjusted Bond Fund Class C: (MF: MIACX)
(NASDAQ Mutual Funds) As of Aug 20, 2024 08:00 PM ET
$9.11 USD
+0.03 (0.33%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 1.84 | 66 |
3 months | 4.04 | 53 |
6 months | 1.61 | 72 |
1 Year | 2.80 | 90 |
3 Year | -3.23 | 81 |
5 Year | 0.61 | 61 |
10 Year | 0.46 | 82 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -3.08 |
Bull Market (2/09 - 3/21) | 33.08 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 0.08 |
5 Year | 0.32 |
10 Year | 0.27 |
Since Inception | 1.57 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | -0.44 | 0.60 | NA | NA |
2023 | 3.06 | -2.51 | -3.61 | 4.72 |
2022 | -3.37 | -6.23 | -5.35 | 1.69 |
2021 | -1.90 | 2.69 | 1.11 | 1.70 |
2020 | 1.37 | 3.83 | 2.84 | 1.06 |
2019 | 3.15 | 2.55 | 1.04 | 0.20 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 1.84 | 1.40 | -12.80 | 3.60 | 9.40 | 7.10 | -2.91 | 1.59 | 3.10 | -3.24 | 1.87 |
% Total Return Rel to Index | 0.22 | -4.11 | 0.22 | 5.15 | 1.90 | -1.62 | -2.93 | -1.95 | 0.44 | -3.81 | -4.06 |
% Total Return Rel to Peer | -0.27 | -2.81 | -2.43 | 2.37 | 2.09 | 0.50 | -2.13 | -0.85 | 0.61 | -2.31 | -0.88 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 4.00 | 2.00 | 2.00 | 2.00 | 5.00 | 3.00 | 3.00 | 5.00 | 3.00 |
% Dividends | 0.12 | 0.27 | 0.62 | 0.46 | 0.09 | 0.12 | 0.18 | 0.11 | 0.08 | 0.00 | 0.08 |
% Yield | 1.31 | 3.15 | 6.57 | 4.01 | 0.80 | 1.15 | 1.76 | 1.05 | 0.75 | 0.04 | 0.77 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.49 | 1.49 | 1.49 | 1.51 | 1.62 | 1.65 | 1.65 | 1.65 | 1.65 | 1.65 | 1.65 |
* 1 = Top 20%, 5 = Bottom 20%