Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBKX (MFS TOTAL RETURN BOND FUND R6) | 0.11% | 4.61% | 4.77% | 0.32% | 2.04% | 2.65% | 3.67% | … | … |
Data as of 06/04/2026, Common starting date is 05/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBKX (MFS TOTAL RETURN BOND FUND R6) | 05/30/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.61 | 4.77 | 0.32 | 2.04 | 2.65 | 3.67 | … | … | 0.11 | 7.29 | 2.54 | 7.45 | -13.81 | -2.00 | 8.55 | 10.07 | -0.93 | 4.25 | 3.64 | -0.27 | 5.94 | -0.78 | 7.54 | 6.52 | 8.36 | 20.71 | -6.16 | 4.17 | 5.35 |
| Sharpe Ratio | NA | 0.78 | 0.38 | -0.37 | 0.10 | NA | NA | … | … | -0.43 | 1.00 | -0.20 | 0.54 | -2.15 | -0.58 | 1.29 | 2.51 | -0.82 | 1.30 | 1.11 | -0.09 | 2.44 | -0.26 | 2.91 | 1.71 | 2.19 | 4.31 | -1.21 | 0.28 | 1.70 |
| Standard Deviation(%) | NA | 3.82 | 5.26 | 5.74 | 4.92 | NA | NA | … | … | 3.96 | 4.41 | 5.34 | 7.09 | 7.12 | 3.48 | 6.39 | 3.43 | 2.82 | 2.77 | 3.09 | 3.54 | 2.42 | 3.17 | 2.59 | 3.80 | 3.78 | 4.78 | 5.88 | 3.71 | 3.35 |
| Draw Down(%) | NA | 2.77 | 5.94 | 19.61 | 19.61 | NA | NA | … | … | 2.77 | 2.71 | 3.86 | 6.87 | 17.72 | 3.50 | 11.39 | 2.06 | 3.13 | 1.41 | 4.09 | 2.77 | 1.27 | 4.75 | 1.29 | 1.83 | 3.14 | 2.46 | 10.68 | 2.29 | 1.62 |
| Yield(%) | 0.00 | 3.93 | 4.25 | 3.19 | 3.09 | 3.27 | 3.90 | … | … | 1.36 | 4.38 | 4.38 | 4.31 | 2.73 | 2.14 | 2.89 | 3.37 | 2.87 | 2.79 | 2.88 | 3.42 | 3.71 | 3.19 | 3.60 | 3.92 | 4.26 | 5.75 | 5.43 | 5.05 | 3.44 |
Data as of 06/04/2026, Common starting date is 05/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBKX (MFS TOTAL RETURN BOND FUND R6) |
-5.34%
Oct 2020 – Oct 2023 |
-0.56%
Oct 2017 – Oct 2022 |
0.95%
Oct 2012 – Oct 2022 |
2.66%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBKX (MFS TOTAL RETURN BOND FUND R6) |
12.46%
Oct 2008 – Oct 2011 |
8.94%
Oct 2008 – Oct 2013 |
5.56%
Mar 2009 – Mar 2019 |
4.88%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart