Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFBJX (MFS CORPORATE BOND FUND R4) | -0.30% | 5.18% | 5.48% | -0.24% | 2.36% | 3.19% | 4.39% | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFBJX (MFS CORPORATE BOND FUND R4) | 04/07/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 5.18 | 5.48 | -0.24 | 2.36 | 3.19 | 4.39 | … | … | -0.30 | 7.90 | 2.99 | 9.24 | -16.45 | -4.25 | 10.34 | 14.61 | -2.94 | 6.39 | 6.00 | -0.12 | 6.03 | -0.33 | 10.72 | 6.76 | 10.98 | 28.57 | -9.69 | 3.70 | 5.21 | -1.40 |
| Sharpe Ratio | NA | 0.59 | 0.39 | -0.40 | 0.13 | NA | NA | … | … | -0.66 | 1.07 | -0.11 | 0.74 | -2.09 | -0.80 | 1.19 | 3.19 | -1.28 | 1.76 | 1.65 | -0.04 | 2.24 | -0.10 | 3.65 | 1.59 | 2.57 | 4.79 | -1.59 | 0.14 | 0.54 | -1.44 |
| Standard Deviation(%) | NA | 4.11 | 5.65 | 6.56 | 5.84 | NA | NA | … | … | 4.54 | 4.71 | 5.63 | 7.61 | 8.58 | 5.32 | 8.42 | 4.12 | 3.41 | 3.27 | 3.51 | 4.11 | 2.69 | 3.44 | 2.95 | 4.24 | 4.24 | 5.94 | 6.66 | 3.93 | 3.33 | 2.98 |
| Draw Down(%) | NA | 3.16 | 6.44 | 24.96 | 25.21 | NA | NA | … | … | 3.16 | 3.38 | 3.71 | 7.20 | 21.47 | 5.60 | 14.98 | 2.62 | 4.47 | 1.94 | 4.12 | 3.79 | 1.83 | 5.69 | 1.44 | 4.03 | 3.32 | 3.22 | 14.89 | 2.54 | 2.52 | 3.97 |
| Yield(%) | 0.00 | 4.49 | 4.67 | 3.32 | 3.44 | 3.78 | 4.57 | … | … | 1.54 | 4.95 | 4.70 | 4.25 | 2.84 | 2.58 | 2.99 | 3.59 | 3.22 | 3.39 | 3.61 | 3.92 | 3.92 | 3.80 | 4.68 | 5.71 | 5.58 | 6.76 | 5.65 | 5.58 | 5.48 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBJX (MFS CORPORATE BOND FUND R4) |
-6.86%
Oct 2020 – Oct 2023 |
-1.17%
Jul 2020 – Jul 2025 |
1.19%
Oct 2012 – Oct 2022 |
3.20%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBJX (MFS CORPORATE BOND FUND R4) |
16.23%
Feb 2009 – Feb 2012 |
11.76%
Nov 2008 – Nov 2013 |
7.26%
Mar 2009 – Mar 2019 |
6.16%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart