Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSFJX (MFS TOTAL RETURN FUND R4) | 5.69% | 10.09% | 6.60% | 4.21% | 5.01% | 7.03% | 5.30% | 5.35% |
Data as of 07/02/2025, AR inception is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFJX (MFS TOTAL RETURN FUND R4) | 04/07/2005 | 07/02/2025 |
| 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 (%) | 1.69 | 10.09 | 6.60 | 4.21 | 5.01 | 7.03 | 5.30 | 5.35 | 5.69 | 1.27 | 6.53 | -12.46 | 6.80 | 4.54 | 20.53 | -5.49 | 12.36 | 9.13 | -0.12 | 8.60 | 19.21 | 11.59 | 2.08 | 10.13 | 18.58 | -22.25 | 5.12 | 12.03 | -2.87 |
| Sharpe Ratio | NA | 0.58 | 0.26 | 0.22 | 0.31 | NA | NA | 0.36 | 0.55 | -0.56 | 0.26 | -1.00 | 0.68 | 0.20 | 2.88 | -0.78 | 3.13 | 1.18 | -0.02 | 1.40 | 2.82 | 1.62 | 0.15 | 1.02 | 1.16 | -0.97 | 0.23 | 1.41 | -0.71 |
| Standard Deviation(%) | NA | 9.69 | 10.24 | 10.54 | 10.90 | NA | NA | 11.39 | 11.81 | 9.54 | 9.00 | 13.90 | 9.92 | 21.26 | 6.63 | 8.79 | 3.76 | 7.56 | 8.61 | 6.12 | 6.80 | 7.19 | 13.27 | 9.87 | 15.95 | 23.77 | 9.37 | 6.25 | 8.68 |
| Draw Down(%) | NA | 9.16 | 10.73 | 21.68 | 24.66 | NA | NA | 36.85 | 8.32 | 10.87 | 8.49 | 16.86 | 8.69 | 24.66 | 3.15 | 11.85 | 1.21 | 4.93 | 6.88 | 4.29 | 4.45 | 6.03 | 11.59 | 8.46 | 17.68 | 31.73 | 5.95 | 4.75 | 6.07 |
| Yield(%) | 0.00 | 8.26 | 4.62 | 3.48 | 4.23 | 5.45 | 4.41 | 4.45 | 0.91 | 8.83 | 2.69 | 1.83 | 1.75 | 2.09 | 4.01 | 4.71 | 6.23 | 4.01 | 5.49 | 5.02 | 3.39 | 2.90 | 2.70 | 2.53 | 3.38 | 3.00 | 11.02 | 6.50 | 0.21 |
Data as of 07/02/2025, 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 |
|---|---|---|---|---|
| MSFJX (MFS TOTAL RETURN FUND R4) |
-7.45%
Feb 2006 - Feb 2009 |
0.44%
Jun 2005 - Jun 2010 |
4.24%
Oct 2013 - Oct 2023 |
4.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFJX (MFS TOTAL RETURN FUND R4) |
16.86%
Feb 2009 - Feb 2012 |
15.24%
Feb 2009 - Feb 2014 |
10.51%
Feb 2009 - Feb 2019 |
8.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart