Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFKX (MFS TOTAL RETURN FUND R6) | 3.39% | 12.19% | 10.60% | 5.26% | 7.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFKX (MFS TOTAL RETURN FUND R6) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 12.19 | 10.60 | 5.26 | 7.59 | NA | NA | … | … | 3.39 | 11.39 | 7.89 | 10.69 | -9.36 | 14.32 | 10.09 | 20.60 | -5.65 | 12.54 | 9.01 | -0.05 | 8.68 | 19.27 | 9.65 |
| Sharpe Ratio | NA | 1.33 | 0.92 | 0.29 | 0.58 | NA | NA | … | … | 0.60 | 0.91 | 0.60 | 0.84 | -0.82 | 1.89 | 0.47 | 2.90 | -0.80 | 3.15 | 1.18 | -0.01 | 1.41 | 2.81 | 2.41 |
| Standard Deviation(%) | NA | 6.77 | 8.15 | 9.32 | 10.28 | NA | NA | … | … | 7.29 | 9.40 | 7.08 | 8.41 | 13.23 | 7.57 | 20.79 | 6.60 | 8.80 | 3.78 | 7.47 | 8.56 | 6.14 | 6.84 | 7.23 |
| Draw Down(%) | NA | 4.98 | 9.15 | 16.81 | 24.68 | NA | NA | … | … | 4.98 | 8.32 | 5.35 | 8.53 | 16.81 | 3.35 | 24.68 | 3.15 | 11.96 | 1.30 | 4.93 | 6.81 | 4.23 | 4.44 | 3.56 |
| Yield(%) | 0.00 | 9.08 | 8.50 | 6.84 | 7.00 | 7.28 | 5.46 | … | … | 0.94 | 9.44 | 8.93 | 6.74 | 4.92 | 9.17 | 7.38 | 4.11 | 4.61 | 6.33 | 3.88 | 5.57 | 5.09 | 3.49 | 1.60 |
Data as of 06/04/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFKX (MFS TOTAL RETURN FUND R6) |
2.07%
Mar 2017 – Mar 2020 |
3.46%
Mar 2015 – Mar 2020 |
5.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFKX (MFS TOTAL RETURN FUND R6) |
14.92%
Dec 2018 – Dec 2021 |
10.33%
Oct 2016 – Oct 2021 |
8.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart