Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRRRX (MFS TOTAL RETURN BOND FUND R2) | -0.09% | 4.08% | 4.19% | -0.23% | 1.49% | 2.09% | 3.11% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRRRX (MFS TOTAL RETURN BOND FUND R2) | 11/03/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.08 | 4.19 | -0.23 | 1.49 | 2.09 | 3.11 | … | … | -0.09 | 6.84 | 1.96 | 6.68 | -14.28 | -2.63 | 7.95 | 9.51 | -1.55 | 3.59 | 3.18 | -0.89 | 5.41 | -1.40 | 7.06 | 6.11 | 7.59 | 20.31 | -6.44 | 3.45 | 3.65 | 1.44 | 3.92 | 0.67 |
| Sharpe Ratio | NA | 0.64 | 0.26 | -0.47 | -0.01 | NA | NA | … | … | -0.54 | 0.91 | -0.31 | 0.43 | -2.19 | -0.78 | 1.19 | 2.34 | -1.07 | 1.08 | 0.98 | -0.26 | 2.25 | -0.46 | 2.75 | 1.62 | 2.00 | 4.22 | -1.26 | 0.08 | 0.07 | -0.28 | 0.72 | 0.75 |
| Standard Deviation(%) | NA | 3.80 | 5.28 | 5.74 | 4.92 | NA | NA | … | … | 4.10 | 4.37 | 5.38 | 7.05 | 7.20 | 3.39 | 6.44 | 3.43 | 2.75 | 2.73 | 3.03 | 3.50 | 2.40 | 3.08 | 2.57 | 3.75 | 3.74 | 4.79 | 5.87 | 3.61 | 3.15 | 2.97 | 4.05 | 4.84 |
| Draw Down(%) | NA | 2.83 | 6.08 | 20.18 | 20.21 | NA | NA | … | … | 2.83 | 2.81 | 3.98 | 7.24 | 18.04 | 3.58 | 11.48 | 2.06 | 3.40 | 1.41 | 3.99 | 3.17 | 1.27 | 4.87 | 1.29 | 1.77 | 3.18 | 2.61 | 10.98 | 2.43 | 2.42 | 2.67 | 4.71 | 1.61 |
| Yield(%) | 0.00 | 3.42 | 3.71 | 2.70 | 2.56 | 2.73 | 3.33 | … | … | 1.16 | 3.86 | 3.81 | 3.70 | 2.16 | 1.60 | 2.32 | 2.74 | 2.27 | 2.15 | 2.53 | 2.80 | 3.11 | 2.58 | 3.14 | 3.53 | 3.53 | 5.34 | 5.07 | 4.56 | 4.60 | 4.67 | 4.41 | 0.38 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRRRX (MFS TOTAL RETURN BOND FUND R2) |
-5.89%
Oct 2020 – Oct 2023 |
-1.13%
Oct 2017 – Oct 2022 |
0.38%
Oct 2012 – Oct 2022 |
2.10%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRRRX (MFS TOTAL RETURN BOND FUND R2) |
11.96%
Oct 2008 – Oct 2011 |
8.43%
Oct 2008 – Oct 2013 |
5.00%
Mar 2009 – Mar 2019 |
4.39%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart