Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFBGX (MFS CORPORATE BOND FUND R1) | -0.57% | 3.92% | 4.34% | -1.10% | 1.37% | 2.14% | 3.29% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFBGX (MFS CORPORATE BOND FUND R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 3.92 | 4.34 | -1.10 | 1.37 | 2.14 | 3.29 | … | … | -0.57 | 6.62 | 2.00 | 8.04 | -17.30 | -5.21 | 9.25 | 13.52 | -3.94 | 5.28 | 5.03 | -1.11 | 4.98 | -1.27 | 9.64 | 5.61 | 9.98 | 27.42 | -10.50 | 2.60 | 0.97 | -1.25 |
| Sharpe Ratio | NA | 0.66 | 0.30 | -0.53 | -0.02 | NA | NA | … | … | -0.52 | 0.81 | -0.29 | 0.59 | -2.21 | -0.99 | 1.07 | 2.96 | -1.61 | 1.44 | 1.38 | -0.28 | 1.91 | -0.39 | 3.54 | 1.34 | 2.41 | 4.66 | -1.74 | -0.15 | -0.85 | -1.39 |
| Standard Deviation(%) | NA | 4.11 | 5.58 | 6.49 | 5.79 | NA | NA | … | … | 4.48 | 4.62 | 5.58 | 7.49 | 8.52 | 5.30 | 8.39 | 4.07 | 3.33 | 3.21 | 3.50 | 4.05 | 2.60 | 3.33 | 2.73 | 4.15 | 4.11 | 5.86 | 6.57 | 3.77 | 2.89 | 2.96 |
| Draw Down(%) | NA | 3.10 | 6.71 | 25.84 | 26.60 | NA | NA | … | … | 3.10 | 3.47 | 4.05 | 7.88 | 22.08 | 5.78 | 14.95 | 2.63 | 5.30 | 1.88 | 4.38 | 4.22 | 1.84 | 5.82 | 1.52 | 4.29 | 3.48 | 3.24 | 15.54 | 2.64 | 4.57 | 3.99 |
| Yield(%) | 0.00 | 3.50 | 3.63 | 2.50 | 2.48 | 2.77 | 3.44 | … | … | 1.19 | 3.89 | 3.66 | 3.22 | 1.94 | 1.63 | 1.94 | 2.53 | 2.24 | 2.39 | 2.57 | 2.95 | 2.89 | 2.80 | 3.64 | 4.69 | 4.63 | 5.68 | 4.71 | 4.61 | 1.51 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBGX (MFS CORPORATE BOND FUND R1) |
-7.81%
Oct 2020 – Oct 2023 |
-2.18%
Jul 2020 – Jul 2025 |
0.19%
Oct 2012 – Oct 2022 |
2.17%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBGX (MFS CORPORATE BOND FUND R1) |
15.13%
Feb 2009 – Feb 2012 |
10.67%
Nov 2008 – Nov 2013 |
6.23%
Mar 2009 – Mar 2019 |
4.99%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart