Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRIX (MFS TOTAL RETURN FUND I) | 3.22% | 12.20% | 10.47% | 3.12% | 5.91% | 6.76% | 6.05% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRIX (MFS TOTAL RETURN FUND I) | 01/30/1997 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 12.20 | 10.47 | 3.12 | 5.91 | 6.76 | 6.05 | … | … | 3.22 | 11.26 | 7.87 | 10.62 | -12.47 | 6.81 | 4.54 | 20.49 | -5.49 | 12.38 | 9.14 | -0.12 | 8.61 | 19.16 | 11.52 | 2.15 | 10.14 | 18.60 | -22.27 | 5.22 | 12.19 | 3.69 | 11.85 | 13.89 | -8.43 | -5.73 | 11.02 | -6.21 | -1.55 | 9.25 |
| Sharpe Ratio | NA | 1.32 | 0.90 | 0.05 | 0.40 | NA | NA | … | … | 0.60 | 0.89 | 0.59 | 0.84 | -1.00 | 0.69 | 0.20 | 2.88 | -0.78 | 3.13 | 1.18 | -0.02 | 1.39 | 2.79 | 1.60 | 0.16 | 1.02 | 1.16 | -0.97 | 0.22 | 1.42 | 0.23 | 1.66 | 1.59 | -0.82 | -0.90 | 0.65 | -0.86 | -0.32 | 0.52 |
| Standard Deviation(%) | NA | 6.77 | 8.19 | 9.96 | 10.67 | NA | NA | … | … | 7.21 | 9.47 | 7.16 | 8.37 | 13.93 | 9.91 | 21.25 | 6.59 | 8.83 | 3.76 | 7.55 | 8.57 | 6.16 | 6.85 | 7.21 | 13.17 | 9.86 | 15.96 | 23.75 | 9.44 | 6.22 | 6.25 | 6.55 | 8.27 | 11.70 | 9.20 | 10.40 | 11.12 | 15.75 | 12.39 |
| Draw Down(%) | NA | 4.99 | 9.18 | 21.65 | 24.64 | NA | NA | … | … | 4.99 | 8.33 | 5.35 | 8.51 | 16.86 | 8.67 | 24.64 | 3.16 | 11.87 | 1.20 | 4.94 | 6.84 | 4.24 | 4.40 | 5.97 | 11.53 | 8.39 | 17.69 | 31.68 | 6.01 | 4.74 | 4.00 | 5.44 | 8.01 | 17.26 | 12.63 | 7.64 | 13.75 | 14.02 | 9.65 |
| Yield(%) | 0.00 | 9.04 | 8.43 | 4.89 | 5.18 | 5.78 | 5.32 | … | … | 0.92 | 9.37 | 8.85 | 6.67 | 1.84 | 1.75 | 2.09 | 4.01 | 4.72 | 6.24 | 4.02 | 5.50 | 5.03 | 3.39 | 2.90 | 2.71 | 2.53 | 3.38 | 3.00 | 11.12 | 6.64 | 7.57 | 5.54 | 0.08 | 0.00 | 0.31 | 0.00 | 1.06 | 4.14 | 4.30 |
Data as of 06/05/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRIX (MFS TOTAL RETURN FUND I) |
-7.41%
Feb 2006 – Feb 2009 |
-4.37%
Mar 1998 – Mar 2003 |
-0.48%
Nov 1998 – Nov 2008 |
2.59%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRIX (MFS TOTAL RETURN FUND I) |
16.87%
Feb 2009 – Feb 2012 |
15.24%
Feb 2009 – Feb 2014 |
10.51%
Feb 2009 – Feb 2019 |
8.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart