Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBFX (MFS TOTAL RETURN BOND FUND A) | -0.39% | 4.49% | 4.40% | 0.00% | 1.78% | 2.42% | 3.47% | … | … |
Data as of 06/08/2026, Common starting date is 01/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBFX (MFS TOTAL RETURN BOND FUND A) | 01/28/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 4.49 | 4.40 | 0.00 | 1.78 | 2.42 | 3.47 | … | … | -0.39 | 7.14 | 2.35 | 7.10 | -13.94 | -2.31 | 8.31 | 9.89 | -1.27 | 4.09 | 3.55 | -0.49 | 5.70 | -1.01 | 7.40 | 6.47 | 8.04 | 20.71 | -6.07 | 3.94 | 4.14 | 2.00 | 4.35 | 6.57 | 10.44 | 8.95 | 13.23 | -1.58 |
| Sharpe Ratio | NA | 0.43 | 0.23 | -0.43 | 0.03 | NA | NA | … | … | -0.79 | 0.98 | -0.24 | 0.49 | -2.15 | -0.69 | 1.25 | 2.50 | -0.95 | 1.23 | 1.07 | -0.15 | 2.37 | -0.34 | 2.91 | 1.69 | 2.15 | 4.19 | -1.18 | 0.22 | 0.22 | -0.08 | 0.83 | 1.22 | 1.92 | 1.20 | 2.16 | -1.10 |
| Standard Deviation(%) | NA | 3.74 | 5.22 | 5.73 | 4.92 | NA | NA | … | … | 4.04 | 4.36 | 5.31 | 7.10 | 7.18 | 3.39 | 6.42 | 3.36 | 2.81 | 2.81 | 3.11 | 3.51 | 2.40 | 3.10 | 2.54 | 3.81 | 3.69 | 4.92 | 5.96 | 3.66 | 3.26 | 3.06 | 4.07 | 4.81 | 4.84 | 5.48 | 4.18 | 4.60 |
| Draw Down(%) | NA | 2.77 | 5.99 | 19.82 | 19.82 | NA | NA | … | … | 2.77 | 2.81 | 3.89 | 7.01 | 17.79 | 3.53 | 11.39 | 2.06 | 3.20 | 1.41 | 3.90 | 2.79 | 1.27 | 4.73 | 1.29 | 1.74 | 3.15 | 2.57 | 10.69 | 2.39 | 2.30 | 2.62 | 5.01 | 5.40 | 3.28 | 4.04 | 2.72 | 4.00 |
| Yield(%) | 0.00 | 3.73 | 4.04 | 3.00 | 2.89 | 3.08 | 3.72 | … | … | 1.28 | 4.14 | 4.19 | 4.09 | 2.52 | 1.93 | 2.67 | 3.10 | 2.64 | 2.54 | 2.90 | 3.20 | 3.49 | 2.96 | 3.47 | 3.87 | 3.96 | 5.72 | 5.43 | 5.03 | 5.07 | 5.21 | 4.74 | 5.63 | 5.73 | 6.54 | 7.44 | 5.90 |
Data as of 06/08/2026, Common starting date is 01/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBFX (MFS TOTAL RETURN BOND FUND A) |
-5.53%
Oct 2020 – Oct 2023 |
-0.79%
Oct 2017 – Oct 2022 |
0.75%
Oct 2012 – Oct 2022 |
2.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBFX (MFS TOTAL RETURN BOND FUND A) |
12.37%
Oct 2008 – Oct 2011 |
8.85%
Jan 2000 – Jan 2005 |
6.83%
Jan 2000 – Jan 2010 |
6.32%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart