Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFHX (MFS TOTAL RETURN FUND R3) | 3.28% | 11.91% | 10.26% | 2.83% | 5.65% | 6.50% | 5.78% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFHX (MFS TOTAL RETURN FUND R3) | 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 (%) | 0.46 | 11.91 | 10.26 | 2.83 | 5.65 | 6.50 | 5.78 | … | … | 3.28 | 11.03 | 7.59 | 10.33 | -12.67 | 6.53 | 4.33 | 20.24 | -5.94 | 12.15 | 8.86 | -0.38 | 8.33 | 18.86 | 11.32 | 1.82 | 9.86 | 18.28 | -22.41 | 4.75 | 11.68 | -2.34 |
| Sharpe Ratio | NA | 1.28 | 0.87 | 0.03 | 0.37 | NA | NA | … | … | 0.57 | 0.86 | 0.56 | 0.80 | -1.02 | 0.66 | 0.19 | 2.84 | -0.83 | 3.03 | 1.15 | -0.05 | 1.35 | 2.74 | 1.57 | 0.14 | 0.99 | 1.14 | -0.98 | 0.17 | 1.33 | -0.64 |
| Standard Deviation(%) | NA | 6.79 | 8.18 | 9.95 | 10.67 | NA | NA | … | … | 7.24 | 9.45 | 7.13 | 8.39 | 13.93 | 9.89 | 21.26 | 6.62 | 8.81 | 3.80 | 7.50 | 8.59 | 6.17 | 6.88 | 7.22 | 13.24 | 9.87 | 15.96 | 23.77 | 9.39 | 6.22 | 8.68 |
| Draw Down(%) | NA | 5.00 | 9.24 | 21.85 | 24.68 | NA | NA | … | … | 5.00 | 8.39 | 5.35 | 8.60 | 17.00 | 8.72 | 24.68 | 3.17 | 12.20 | 1.25 | 4.95 | 6.92 | 4.26 | 4.41 | 6.01 | 11.68 | 8.50 | 17.71 | 31.84 | 6.04 | 4.77 | 6.07 |
| Yield(%) | 0.00 | 8.77 | 8.16 | 4.64 | 4.89 | 5.44 | 5.01 | … | … | 0.83 | 9.10 | 8.58 | 6.41 | 1.61 | 1.48 | 1.85 | 3.73 | 4.31 | 5.97 | 3.74 | 5.24 | 4.76 | 3.13 | 2.64 | 2.45 | 2.28 | 3.11 | 2.76 | 10.73 | 6.18 | 0.19 |
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 |
|---|---|---|---|---|
| MSFHX (MFS TOTAL RETURN FUND R3) |
-7.72%
Feb 2006 – Feb 2009 |
0.19%
Jun 2005 – Jun 2010 |
3.97%
Oct 2013 – Oct 2023 |
4.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFHX (MFS TOTAL RETURN FUND R3) |
16.56%
Feb 2009 – Feb 2012 |
14.94%
Feb 2009 – Feb 2014 |
10.21%
Feb 2009 – Feb 2019 |
8.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart