Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFFX (MFS TOTAL RETURN FUND R1) | 3.04% | 11.12% | 9.47% | 2.06% | 4.88% | 5.72% | 5.01% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFFX (MFS TOTAL RETURN FUND R1) | 04/08/2005 | 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 (%) | 0.51 | 11.12 | 9.47 | 2.06 | 4.88 | 5.72 | 5.01 | … | … | 3.04 | 10.17 | 6.75 | 9.50 | -13.32 | 5.74 | 3.49 | 19.33 | -6.46 | 11.27 | 8.06 | -1.13 | 7.55 | 17.94 | 10.51 | 1.08 | 9.12 | 17.43 | -23.12 | 4.14 | 10.94 | -2.40 |
| Sharpe Ratio | NA | 1.17 | 0.78 | -0.05 | 0.30 | NA | NA | … | … | 0.49 | 0.77 | 0.44 | 0.70 | -1.06 | 0.58 | 0.15 | 2.69 | -0.90 | 2.89 | 1.05 | -0.13 | 1.22 | 2.62 | 1.46 | 0.08 | 0.91 | 1.08 | -1.01 | 0.11 | 1.21 | -0.65 |
| Standard Deviation(%) | NA | 6.73 | 8.17 | 9.96 | 10.67 | NA | NA | … | … | 7.19 | 9.44 | 7.11 | 8.41 | 13.94 | 9.93 | 21.26 | 6.63 | 8.79 | 3.69 | 7.48 | 8.60 | 6.16 | 6.82 | 7.20 | 13.14 | 9.88 | 15.98 | 23.75 | 9.38 | 6.26 | 8.67 |
| Draw Down(%) | NA | 5.02 | 9.50 | 22.40 | 24.74 | NA | NA | … | … | 5.02 | 8.42 | 5.41 | 8.76 | 17.47 | 8.85 | 24.74 | 3.19 | 12.65 | 1.29 | 5.01 | 7.17 | 4.38 | 4.54 | 6.20 | 11.97 | 8.57 | 17.84 | 32.40 | 6.11 | 4.89 | 6.08 |
| Yield(%) | 0.00 | 8.08 | 7.41 | 3.99 | 4.10 | 4.50 | 4.19 | … | … | 0.58 | 8.33 | 7.82 | 5.63 | 0.92 | 0.66 | 1.11 | 2.91 | 3.72 | 5.19 | 2.97 | 4.50 | 4.00 | 2.33 | 1.86 | 1.71 | 1.60 | 2.34 | 2.08 | 10.09 | 5.50 | 0.13 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFFX (MFS TOTAL RETURN FUND R1) |
-8.37%
Feb 2006 – Feb 2009 |
-0.46%
Jun 2005 – Jun 2010 |
3.21%
Oct 2013 – Oct 2023 |
3.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFFX (MFS TOTAL RETURN FUND R1) |
15.72%
Feb 2009 – Feb 2012 |
14.10%
Feb 2009 – Feb 2014 |
9.41%
Feb 2009 – Feb 2019 |
7.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart