Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRBJX (MFS TOTAL RETURN BOND FUND R4) | 3.60% | 2.42% | 2.58% | -0.67% | 1.97% | 2.68% | 3.33% | 3.34% |
Data as of 08/04/2025, AR inception is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBJX (MFS TOTAL RETURN BOND FUND R4) | 04/07/2005 | 08/04/2025 |
| 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 (%) | 1.05 | 2.42 | 2.58 | -0.67 | 1.97 | 2.68 | 3.33 | 3.34 | 3.60 | 1.99 | 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 | 0.02 | -0.15 | -0.48 | 0.10 | NA | NA | 0.48 | 0.61 | -0.86 | 0.44 | -2.15 | -0.64 | 1.29 | 2.47 | -0.83 | 1.27 | 1.16 | -0.12 | 2.35 | -0.30 | 2.92 | 1.72 | 2.13 | 4.20 | -1.15 | 0.26 | 0.27 | -1.37 |
| Standard Deviation(%) | NA | 5.02 | 6.36 | 5.69 | 4.92 | NA | NA | 4.39 | 5.05 | 5.36 | 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 | 4.33 | 9.93 | 19.71 | 19.71 | NA | NA | 19.71 | 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 | 3.27 | 3.64 | 2.73 | 2.96 | 3.23 | 3.61 | 3.61 | 1.45 | 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 08/04/2025, AR inception 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 |
-0.77%
Jul 2020 - Jul 2025 |
0.87%
Oct 2012 - Oct 2022 |
2.63%
Jul 2010 - Jul 2025 |
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