Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFBHX (MFS CORPORATE BOND FUND R3) | 0.17% | 4.90% | 5.28% | -0.28% | 2.18% | 2.94% | 4.08% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFBHX (MFS CORPORATE BOND FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.90 | 5.28 | -0.28 | 2.18 | 2.94 | 4.08 | … | … | 0.17 | 7.43 | 2.70 | 8.95 | -16.68 | -4.42 | 9.99 | 14.41 | -3.20 | 6.08 | 5.81 | -0.33 | 5.70 | -0.51 | 10.44 | 6.40 | 10.70 | 28.37 | -9.90 | 3.41 | 1.19 | -1.32 |
| Sharpe Ratio | NA | 0.82 | 0.44 | -0.41 | 0.11 | NA | NA | … | … | -0.37 | 0.97 | -0.16 | 0.71 | -2.14 | -0.84 | 1.15 | 3.16 | -1.35 | 1.69 | 1.56 | -0.09 | 2.19 | -0.16 | 3.68 | 1.50 | 2.54 | 4.81 | -1.65 | 0.07 | -0.75 | -1.38 |
| Standard Deviation(%) | NA | 4.16 | 5.65 | 6.53 | 5.82 | NA | NA | … | … | 4.58 | 4.71 | 5.66 | 7.52 | 8.51 | 5.31 | 8.42 | 4.10 | 3.40 | 3.22 | 3.60 | 4.12 | 2.60 | 3.32 | 2.84 | 4.24 | 4.18 | 5.88 | 6.58 | 3.90 | 2.97 | 3.05 |
| Draw Down(%) | NA | 3.16 | 6.50 | 25.07 | 25.50 | NA | NA | … | … | 3.16 | 3.48 | 3.85 | 7.44 | 21.57 | 5.64 | 14.93 | 2.56 | 4.68 | 1.87 | 4.18 | 3.86 | 1.83 | 5.71 | 1.51 | 4.15 | 3.41 | 3.16 | 15.05 | 2.57 | 4.55 | 4.05 |
| Yield(%) | 0.00 | 4.20 | 4.38 | 3.12 | 3.21 | 3.52 | 4.23 | … | … | 1.44 | 4.66 | 4.42 | 3.99 | 2.60 | 2.35 | 2.74 | 3.33 | 2.97 | 3.17 | 3.34 | 3.71 | 3.67 | 3.54 | 4.42 | 5.44 | 5.33 | 6.48 | 5.45 | 5.30 | 1.73 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MFBHX (MFS CORPORATE BOND FUND R3) |
-7.10%
Oct 2020 – Oct 2023 |
-1.41%
Jul 2020 – Jul 2025 |
0.95%
Oct 2012 – Oct 2022 |
2.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBHX (MFS CORPORATE BOND FUND R3) |
15.95%
Feb 2009 – Feb 2012 |
11.46%
Oct 2008 – Oct 2013 |
7.01%
Mar 2009 – Mar 2019 |
5.76%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart