Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRCX (MFS TOTAL RETURN FUND C) | 2.57% | 9.81% | 8.88% | 2.10% | 4.88% | 5.74% | 5.07% | … | … |
Data as of 06/10/2026, Common starting date is 08/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRCX (MFS TOTAL RETURN FUND C) | 08/30/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 9.81 | 8.88 | 2.10 | 4.88 | 5.74 | 5.07 | … | … | 2.57 | 10.22 | 6.75 | 9.50 | -13.29 | 5.82 | 3.54 | 19.33 | -6.47 | 11.25 | 8.07 | -1.11 | 7.50 | 18.03 | 10.43 | 1.14 | 9.13 | 17.41 | -23.12 | 4.17 | 11.04 | 2.64 | 10.35 | 16.14 | -6.21 | -1.26 | 18.29 | 1.66 | 11.17 | 19.91 | 13.80 | 24.84 | -3.45 |
| Sharpe Ratio | NA | 1.28 | 0.76 | -0.05 | 0.31 | NA | NA | … | … | 0.62 | 0.78 | 0.44 | 0.70 | -1.06 | 0.59 | 0.15 | 2.69 | -0.89 | 2.85 | 1.04 | -0.13 | 1.22 | 2.62 | 1.45 | 0.08 | 0.92 | 1.09 | -1.01 | 0.11 | 1.23 | 0.06 | 1.44 | 1.84 | -0.63 | -0.42 | 1.45 | -0.19 | 0.42 | 1.89 | 1.50 | 4.49 | -2.55 |
| Standard Deviation(%) | NA | 6.76 | 8.15 | 9.94 | 10.67 | NA | NA | … | … | 7.13 | 9.45 | 7.11 | 8.38 | 13.93 | 9.87 | 21.29 | 6.63 | 8.81 | 3.73 | 7.56 | 8.58 | 6.15 | 6.87 | 7.22 | 13.13 | 9.83 | 15.91 | 23.75 | 9.41 | 6.22 | 6.20 | 6.52 | 8.38 | 11.73 | 8.99 | 9.70 | 8.94 | 18.36 | 8.57 | 6.72 | 4.64 | 5.34 |
| Draw Down(%) | NA | 5.05 | 9.53 | 22.34 | 24.77 | NA | NA | … | … | 5.05 | 8.46 | 5.39 | 8.80 | 17.44 | 8.77 | 24.77 | 3.22 | 12.71 | 1.33 | 5.03 | 7.17 | 4.36 | 4.51 | 6.17 | 11.97 | 8.59 | 17.84 | 32.35 | 6.08 | 4.86 | 4.07 | 5.72 | 7.60 | 16.17 | 11.91 | 7.40 | 8.98 | 11.88 | 5.41 | 3.77 | 1.79 | 5.31 |
| Yield(%) | 0.00 | 8.04 | 7.27 | 3.98 | 4.08 | 4.49 | 4.23 | … | … | 0.71 | 8.20 | 7.70 | 5.57 | 0.89 | 0.64 | 1.08 | 2.87 | 3.67 | 5.15 | 2.95 | 4.47 | 3.97 | 2.31 | 1.84 | 1.70 | 1.58 | 2.32 | 2.07 | 10.07 | 5.60 | 6.54 | 4.19 | 2.07 | 2.26 | 4.75 | 6.83 | 8.84 | 16.13 | 12.59 | 10.91 | 8.47 | 1.38 |
Data as of 06/10/2026, Common starting date is 08/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRCX (MFS TOTAL RETURN FUND C) |
-8.35%
Feb 2006 – Feb 2009 |
-2.95%
Feb 2004 – Feb 2009 |
1.62%
Feb 1999 – Feb 2009 |
3.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRCX (MFS TOTAL RETURN FUND C) |
19.70%
Mar 1995 – Mar 1998 |
14.12%
Feb 2009 – Feb 2014 |
10.45%
Dec 1994 – Dec 2004 |
7.37%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart