Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBCX (MFS TOTAL RETURN BOND FUND C) | -0.25% | 4.15% | 3.69% | -0.68% | 0.98% | 1.57% | 2.61% | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBCX (MFS TOTAL RETURN BOND FUND C) | 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 | 4.15 | 3.69 | -0.68 | 0.98 | 1.57 | 2.61 | … | … | -0.25 | 6.19 | 1.45 | 6.28 | -14.75 | -3.13 | 7.48 | 8.86 | -2.02 | 3.09 | 2.66 | -1.36 | 4.87 | -1.86 | 6.47 | 5.61 | 7.12 | 19.72 | -6.97 | 3.17 | 3.16 | 1.26 | 3.47 | 6.00 | 9.62 | 7.17 |
| Sharpe Ratio | NA | 0.49 | 0.16 | -0.55 | -0.12 | NA | NA | … | … | -0.64 | 0.76 | -0.42 | 0.37 | -2.28 | -0.94 | 1.13 | 2.19 | -1.24 | 0.90 | 0.81 | -0.40 | 2.07 | -0.62 | 2.56 | 1.48 | 1.95 | 4.08 | -1.35 | 0.01 | -0.08 | -0.34 | 0.63 | 1.12 | 1.78 | 0.93 |
| Standard Deviation(%) | NA | 3.83 | 5.23 | 5.70 | 4.89 | NA | NA | … | … | 4.05 | 4.37 | 5.21 | 7.10 | 7.12 | 3.37 | 6.38 | 3.37 | 2.76 | 2.71 | 3.00 | 3.46 | 2.35 | 3.05 | 2.53 | 3.77 | 3.61 | 4.81 | 5.85 | 3.61 | 3.12 | 2.93 | 3.97 | 4.72 | 4.75 | 5.23 |
| Draw Down(%) | NA | 3.01 | 6.19 | 20.61 | 20.94 | NA | NA | … | … | 3.01 | 2.71 | 4.10 | 7.55 | 18.39 | 3.66 | 11.46 | 2.06 | 3.78 | 1.45 | 4.11 | 3.45 | 1.36 | 5.01 | 1.29 | 1.91 | 3.21 | 2.53 | 11.33 | 2.45 | 2.55 | 2.69 | 5.06 | 5.62 | 3.28 | 4.00 |
| Yield(%) | 0.00 | 2.97 | 3.22 | 2.28 | 2.09 | 2.24 | 2.83 | … | … | 0.99 | 3.34 | 3.32 | 3.23 | 1.73 | 1.09 | 1.78 | 2.22 | 1.80 | 1.66 | 2.01 | 2.33 | 2.59 | 2.11 | 2.58 | 3.05 | 3.08 | 4.84 | 4.59 | 4.19 | 4.24 | 4.39 | 3.98 | 5.08 | 4.87 | 5.70 |
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 |
|---|---|---|---|---|
| MRBCX (MFS TOTAL RETURN BOND FUND C) |
-6.37%
Oct 2020 – Oct 2023 |
-1.64%
Oct 2017 – Oct 2022 |
-0.12%
Oct 2012 – Oct 2022 |
1.58%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBCX (MFS TOTAL RETURN BOND FUND C) |
11.40%
Oct 2008 – Oct 2011 |
7.88%
Oct 2008 – Oct 2013 |
5.31%
May 2001 – May 2011 |
4.49%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart