Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBRRX (MFS CORPORATE BOND FUND R2) | 0.07% | 4.73% | 5.01% | -0.54% | 1.92% | 2.68% | 3.88% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBRRX (MFS CORPORATE BOND FUND R2) | 11/03/2003 | 06/04/2026 |
| 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 (%) | 0.00 | 4.73 | 5.01 | -0.54 | 1.92 | 2.68 | 3.88 | … | … | 0.07 | 7.15 | 2.42 | 8.66 | -16.90 | -4.70 | 9.78 | 14.13 | -3.45 | 5.81 | 5.54 | -0.59 | 5.43 | -0.77 | 10.16 | 6.20 | 10.35 | 28.08 | -10.09 | 3.03 | 4.53 | 1.29 | 5.22 | 1.65 |
| Sharpe Ratio | NA | 0.76 | 0.39 | -0.45 | 0.07 | NA | NA | … | … | -0.42 | 0.91 | -0.21 | 0.67 | -2.15 | -0.89 | 1.13 | 3.09 | -1.46 | 1.63 | 1.50 | -0.15 | 2.09 | -0.24 | 3.60 | 1.45 | 2.45 | 4.74 | -1.66 | -0.03 | 0.35 | -0.30 | 0.97 | 2.32 |
| Standard Deviation(%) | NA | 4.15 | 5.64 | 6.54 | 5.81 | NA | NA | … | … | 4.61 | 4.68 | 5.59 | 7.55 | 8.57 | 5.30 | 8.38 | 4.09 | 3.33 | 3.18 | 3.55 | 4.11 | 2.59 | 3.31 | 2.83 | 4.25 | 4.18 | 5.91 | 6.64 | 3.80 | 3.22 | 3.26 | 4.38 | 4.40 |
| Draw Down(%) | NA | 3.16 | 6.57 | 25.40 | 25.91 | NA | NA | … | … | 3.16 | 3.42 | 3.85 | 7.55 | 21.80 | 5.68 | 14.98 | 2.62 | 4.89 | 1.87 | 4.17 | 3.95 | 1.83 | 5.80 | 1.51 | 4.12 | 3.43 | 3.17 | 15.26 | 2.59 | 2.58 | 3.21 | 5.35 | 0.92 |
| Yield(%) | 0.00 | 3.95 | 4.11 | 2.91 | 2.96 | 3.26 | 4.02 | … | … | 1.35 | 4.39 | 4.15 | 3.72 | 2.37 | 2.13 | 2.46 | 3.06 | 2.72 | 2.90 | 3.08 | 3.45 | 3.41 | 3.29 | 4.15 | 5.18 | 5.07 | 6.22 | 5.18 | 5.01 | 4.91 | 4.83 | 4.64 | 0.42 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MBRRX (MFS CORPORATE BOND FUND R2) |
-7.34%
Oct 2020 – Oct 2023 |
-1.67%
Jul 2020 – Jul 2025 |
0.69%
Oct 2012 – Oct 2022 |
2.68%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBRRX (MFS CORPORATE BOND FUND R2) |
15.66%
Feb 2009 – Feb 2012 |
11.20%
Nov 2008 – Nov 2013 |
6.74%
Mar 2009 – Mar 2019 |
5.66%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart