Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBBX (MFS TOTAL RETURN BOND FUND B) | -0.23% | 4.24% | 3.75% | -0.58% | 1.08% | 1.67% | 2.69% | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBBX (MFS TOTAL RETURN BOND FUND B) | 01/02/2001 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.24 | 3.75 | -0.58 | 1.08 | 1.67 | 2.69 | … | … | -0.23 | 6.30 | 1.56 | 6.27 | -14.57 | -3.03 | 7.49 | 9.07 | -1.92 | 3.19 | 2.76 | -1.26 | 4.99 | -1.85 | 6.68 | 5.62 | 7.12 | 19.77 | -6.96 | 3.18 | 3.16 | 1.26 | 3.47 | 6.14 | 9.63 | 7.12 |
| Sharpe Ratio | NA | 0.52 | 0.19 | -0.54 | -0.09 | NA | NA | … | … | -0.58 | 0.77 | -0.39 | 0.38 | -2.24 | -0.91 | 1.12 | 2.23 | -1.21 | 0.93 | 0.86 | -0.37 | 2.09 | -0.63 | 2.63 | 1.49 | 1.96 | 4.09 | -1.34 | 0.01 | -0.08 | -0.34 | 0.63 | 1.14 | 1.78 | 0.92 |
| Standard Deviation(%) | NA | 3.83 | 5.25 | 5.70 | 4.90 | NA | NA | … | … | 3.97 | 4.44 | 5.28 | 7.01 | 7.16 | 3.35 | 6.42 | 3.40 | 2.74 | 2.74 | 2.95 | 3.49 | 2.38 | 3.02 | 2.54 | 3.74 | 3.59 | 4.80 | 5.88 | 3.57 | 3.09 | 2.92 | 3.97 | 4.75 | 4.78 | 5.22 |
| Draw Down(%) | NA | 2.90 | 6.06 | 20.49 | 20.74 | NA | NA | … | … | 2.90 | 2.71 | 4.07 | 7.47 | 18.22 | 3.64 | 11.46 | 2.06 | 3.70 | 1.44 | 4.09 | 3.38 | 1.36 | 4.97 | 1.29 | 1.90 | 3.21 | 2.52 | 11.32 | 2.45 | 2.55 | 2.69 | 5.06 | 5.62 | 3.37 | 4.00 |
| Yield(%) | 0.00 | 3.05 | 3.32 | 2.37 | 2.18 | 2.33 | 2.91 | … | … | 1.02 | 3.45 | 3.42 | 3.32 | 1.83 | 1.20 | 1.88 | 2.32 | 1.90 | 1.76 | 2.11 | 2.43 | 2.70 | 2.21 | 2.69 | 3.06 | 3.08 | 4.89 | 4.60 | 4.20 | 4.24 | 4.39 | 3.98 | 5.21 | 4.88 | 5.66 |
Data as of 06/03/2026, Common starting date is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBBX (MFS TOTAL RETURN BOND FUND B) |
-6.24%
Oct 2020 – Oct 2023 |
-1.51%
Oct 2017 – Oct 2022 |
-0.01%
Oct 2012 – Oct 2022 |
1.69%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBBX (MFS TOTAL RETURN BOND FUND B) |
11.41%
Oct 2008 – Oct 2011 |
7.93%
Oct 2008 – Oct 2013 |
5.33%
May 2001 – May 2011 |
4.54%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart