Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) | 2.97% | 11.61% | 9.92% | 2.61% | 5.39% | 6.23% | 5.51% | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) | 11/03/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 11.61 | 9.92 | 2.61 | 5.39 | 6.23 | 5.51 | … | … | 2.97 | 10.75 | 7.29 | 10.06 | -12.87 | 6.23 | 4.10 | 19.88 | -5.96 | 11.84 | 8.58 | -0.64 | 8.04 | 18.59 | 11.02 | 1.56 | 9.66 | 17.96 | -22.66 | 4.56 | 11.41 | 2.93 | 11.21 | 4.67 |
| Sharpe Ratio | NA | 1.32 | 0.82 | 0.00 | 0.35 | NA | NA | … | … | 0.64 | 0.84 | 0.52 | 0.77 | -1.03 | 0.63 | 0.18 | 2.80 | -0.83 | 2.96 | 1.11 | -0.08 | 1.31 | 2.71 | 1.53 | 0.12 | 0.97 | 1.12 | -0.99 | 0.15 | 1.29 | 0.11 | 1.56 | 6.74 |
| Standard Deviation(%) | NA | 6.79 | 8.17 | 9.95 | 10.66 | NA | NA | … | … | 7.15 | 9.44 | 7.11 | 8.42 | 13.93 | 9.90 | 21.23 | 6.58 | 8.83 | 3.80 | 7.55 | 8.56 | 6.13 | 6.84 | 7.24 | 13.12 | 9.86 | 15.93 | 23.72 | 9.39 | 6.22 | 6.26 | 6.55 | 4.85 |
| Draw Down(%) | NA | 5.00 | 9.33 | 22.02 | 24.69 | NA | NA | … | … | 5.00 | 8.38 | 5.37 | 8.68 | 17.16 | 8.76 | 24.69 | 3.19 | 12.24 | 1.27 | 4.96 | 7.04 | 4.32 | 4.42 | 6.10 | 11.75 | 8.45 | 17.80 | 32.02 | 6.05 | 4.78 | 4.06 | 5.31 | 0.97 |
| Yield(%) | 0.00 | 8.52 | 7.88 | 4.42 | 4.62 | 5.12 | 4.73 | … | … | 0.74 | 8.79 | 8.28 | 6.12 | 1.36 | 1.19 | 1.59 | 3.44 | 4.20 | 5.70 | 3.49 | 4.97 | 4.49 | 2.85 | 2.37 | 2.19 | 2.05 | 2.85 | 2.55 | 10.47 | 5.94 | 6.82 | 4.77 | 0.17 |
Data as of 06/05/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) |
-7.93%
Feb 2006 – Feb 2009 |
-2.47%
Feb 2004 – Feb 2009 |
3.72%
Oct 2013 – Oct 2023 |
3.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) |
16.28%
Feb 2009 – Feb 2012 |
14.66%
Feb 2009 – Feb 2014 |
9.96%
Feb 2009 – Feb 2019 |
7.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart