Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBIX (MFS TOTAL RETURN BOND FUND I) | -0.34% | 4.57% | 4.61% | 0.08% | 1.90% | 2.55% | 3.60% | … | … |
Data as of 06/10/2026, Common starting date is 01/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBIX (MFS TOTAL RETURN BOND FUND I) | 01/28/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 4.57 | 4.61 | 0.08 | 1.90 | 2.55 | 3.60 | … | … | -0.34 | 7.39 | 2.48 | 7.24 | -13.91 | -2.10 | 8.44 | 9.95 | -1.04 | 4.13 | 3.77 | -0.47 | 5.82 | -0.90 | 7.61 | 6.59 | 8.16 | 20.87 | -5.96 | 4.07 | 4.27 | 2.12 | 4.81 | 2.36 | 4.51 | 2.36 | 12.37 | -1.68 |
| Sharpe Ratio | NA | 0.45 | 0.25 | -0.41 | 0.06 | NA | NA | … | … | -0.82 | 1.01 | -0.21 | 0.51 | -2.15 | -0.62 | 1.27 | 2.49 | -0.87 | 1.26 | 1.16 | -0.14 | 2.39 | -0.30 | 2.92 | 1.70 | 2.14 | 4.26 | -1.17 | 0.26 | 0.27 | -0.05 | 0.92 | 0.36 | 0.74 | -0.01 | 1.96 | -1.13 |
| Standard Deviation(%) | NA | 3.80 | 5.29 | 5.77 | 4.95 | NA | NA | … | … | 4.02 | 4.46 | 5.40 | 7.14 | 7.15 | 3.46 | 6.44 | 3.40 | 2.81 | 2.77 | 3.06 | 3.50 | 2.43 | 3.13 | 2.61 | 3.85 | 3.77 | 4.87 | 5.90 | 3.61 | 3.18 | 3.07 | 4.15 | 4.54 | 4.57 | 16.46 | 4.15 | 4.60 |
| Draw Down(%) | NA | 2.77 | 5.96 | 19.71 | 19.71 | NA | NA | … | … | 2.77 | 2.71 | 3.86 | 6.93 | 17.79 | 3.50 | 11.39 | 2.06 | 3.16 | 1.41 | 3.88 | 2.80 | 1.36 | 4.69 | 1.29 | 1.82 | 3.14 | 2.56 | 10.60 | 2.38 | 2.27 | 2.61 | 4.62 | 6.21 | 3.28 | 11.95 | 2.72 | 4.08 |
| Yield(%) | 0.00 | 3.90 | 4.21 | 3.11 | 3.02 | 3.21 | 3.85 | … | … | 1.33 | 4.37 | 4.32 | 4.22 | 2.62 | 2.04 | 2.77 | 3.25 | 2.76 | 2.67 | 3.02 | 3.31 | 3.60 | 3.06 | 3.59 | 3.98 | 4.08 | 5.86 | 5.54 | 5.15 | 5.19 | 5.33 | 5.18 | 1.50 | 0.00 | 0.00 | 6.83 | 5.90 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MRBIX (MFS TOTAL RETURN BOND FUND I) |
-5.45%
Oct 2020 – Oct 2023 |
-0.67%
Oct 2017 – Oct 2022 |
0.86%
Oct 2012 – Oct 2022 |
2.59%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBIX (MFS TOTAL RETURN BOND FUND I) |
12.50%
Oct 2008 – Oct 2011 |
8.94%
Oct 2008 – Oct 2013 |
5.52%
Nov 2002 – Nov 2012 |
5.26%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart