Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRBHX (MFS TOTAL RETURN BOND FUND R3) | 2.86% | 4.96% | 2.74% | -0.63% | 1.68% | 2.49% | 3.03% | 3.08% |
Data as of 07/03/2025, AR inception is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBHX (MFS TOTAL RETURN BOND FUND R3) | 04/08/2005 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 4.96 | 2.74 | -0.63 | 1.68 | 2.49 | 3.03 | 3.08 | 2.86 | 2.22 | 6.96 | -14.04 | -2.41 | 8.20 | 9.78 | -1.38 | 4.00 | 3.44 | -0.60 | 5.59 | -1.12 | 7.39 | 6.35 | 7.94 | 20.58 | -6.20 | 3.70 | 3.79 | -0.95 |
| Sharpe Ratio | NA | 0.38 | 0.00 | -0.44 | 0.07 | NA | NA | 0.43 | 0.60 | -0.81 | 0.39 | -2.14 | -0.71 | 1.24 | 2.50 | -0.96 | 1.22 | 1.06 | -0.18 | 2.34 | -0.38 | 2.87 | 1.67 | 2.13 | 4.22 | -1.21 | 0.19 | 0.17 | -1.31 |
| Standard Deviation(%) | NA | 5.17 | 6.41 | 5.68 | 4.90 | NA | NA | 4.36 | 5.24 | 5.42 | 7.06 | 7.23 | 3.40 | 6.41 | 3.36 | 2.82 | 2.77 | 3.05 | 3.47 | 2.38 | 3.07 | 2.58 | 3.79 | 3.70 | 4.85 | 5.86 | 3.66 | 3.18 | 2.76 |
| Draw Down(%) | NA | 4.51 | 9.88 | 19.92 | 19.92 | NA | NA | 19.92 | 2.71 | 3.92 | 7.09 | 17.87 | 3.55 | 11.39 | 2.06 | 3.24 | 1.50 | 3.93 | 2.86 | 1.27 | 4.77 | 1.20 | 1.84 | 3.16 | 2.48 | 10.80 | 2.41 | 2.41 | 3.74 |
| Yield(%) | 0.00 | 3.51 | 3.55 | 2.63 | 2.76 | 3.05 | 3.36 | 3.39 | 1.35 | 4.07 | 3.96 | 2.41 | 1.83 | 2.56 | 3.00 | 2.53 | 2.45 | 2.79 | 3.10 | 3.38 | 2.85 | 3.36 | 3.76 | 3.86 | 5.59 | 5.31 | 4.80 | 4.84 | 0.42 |
Data as of 07/03/2025, AR inception is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBHX (MFS TOTAL RETURN BOND FUND R3) |
-5.64%
Oct 2020 - Oct 2023 |
-0.90%
Oct 2017 - Oct 2022 |
0.65%
Oct 2012 - Oct 2022 |
2.52%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBHX (MFS TOTAL RETURN BOND FUND R3) |
12.21%
Oct 2008 - Oct 2011 |
8.68%
Oct 2008 - Oct 2013 |
5.28%
Mar 2009 - Mar 2019 |
4.65%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart