Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBJX (MFS TOTAL RETURN BOND FUND R4) | 0.19% | 4.67% | 4.75% | 0.27% | 1.99% | 2.58% | 3.61% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBJX (MFS TOTAL RETURN BOND FUND R4) | 04/07/2005 | 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 (%) | -0.10 | 4.67 | 4.75 | 0.27 | 1.99 | 2.58 | 3.61 | … | … | 0.19 | 7.27 | 2.48 | 7.35 | -13.91 | -2.19 | 8.54 | 9.95 | -1.04 | 4.13 | 3.77 | -0.38 | 5.82 | -0.90 | 7.52 | 6.59 | 8.04 | 20.87 | -5.95 | 3.94 | 4.15 | -1.02 |
| Sharpe Ratio | NA | 0.76 | 0.36 | -0.38 | 0.09 | NA | NA | … | … | -0.43 | 1.00 | -0.21 | 0.52 | -2.16 | -0.64 | 1.28 | 2.45 | -0.85 | 1.26 | 1.16 | -0.12 | 2.35 | -0.30 | 2.92 | 1.72 | 2.13 | 4.20 | -1.16 | 0.22 | 0.22 | -1.41 |
| Standard Deviation(%) | NA | 3.87 | 5.32 | 5.77 | 4.95 | NA | NA | … | … | 4.14 | 4.42 | 5.37 | 7.16 | 7.13 | 3.45 | 6.43 | 3.46 | 2.86 | 2.77 | 3.07 | 3.53 | 2.47 | 3.08 | 2.58 | 3.81 | 3.72 | 4.94 | 5.93 | 3.67 | 3.32 | 2.69 |
| Draw Down(%) | NA | 2.85 | 5.96 | 19.71 | 19.71 | NA | NA | … | … | 2.85 | 2.71 | 3.86 | 6.93 | 17.79 | 3.50 | 11.47 | 2.06 | 3.16 | 1.41 | 3.88 | 2.72 | 1.27 | 4.70 | 1.29 | 1.73 | 3.14 | 2.56 | 10.60 | 2.39 | 2.31 | 3.74 |
| Yield(%) | 0.00 | 3.89 | 4.20 | 3.12 | 3.02 | 3.20 | 3.84 | … | … | 1.33 | 4.37 | 4.32 | 4.21 | 2.62 | 2.04 | 2.78 | 3.25 | 2.76 | 2.67 | 3.02 | 3.32 | 3.60 | 3.07 | 3.59 | 3.99 | 3.96 | 5.86 | 5.55 | 5.03 | 5.07 | 0.44 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBJX (MFS TOTAL RETURN BOND FUND R4) |
-5.45%
Oct 2020 – Oct 2023 |
-0.67%
Oct 2017 – Oct 2022 |
0.87%
Oct 2012 – Oct 2022 |
2.59%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBJX (MFS TOTAL RETURN BOND FUND R4) |
12.43%
Oct 2008 – Oct 2011 |
8.90%
Oct 2008 – Oct 2013 |
5.51%
Mar 2009 – Mar 2019 |
4.88%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart