Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRBX (MFS TOTAL RETURN FUND B) | 2.83% | 11.10% | 9.38% | 2.11% | 4.87% | 5.71% | 5.00% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRBX (MFS TOTAL RETURN FUND B) | 09/29/1993 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 11.10 | 9.38 | 2.11 | 4.87 | 5.71 | 5.00 | … | … | 2.83 | 10.15 | 6.78 | 9.50 | -13.33 | 5.75 | 3.57 | 19.32 | -6.49 | 11.31 | 8.04 | -1.12 | 7.53 | 18.02 | 10.47 | 1.06 | 9.17 | 17.37 | -23.14 | 4.18 | 11.07 | 2.63 | 10.39 | 16.25 | -6.24 | -1.26 | 18.38 | 1.61 | 11.20 | 19.87 | 13.79 | 24.73 | -3.54 | -1.76 |
| Sharpe Ratio | NA | 1.18 | 0.77 | -0.05 | 0.30 | NA | NA | … | … | 0.49 | 0.77 | 0.44 | 0.70 | -1.06 | 0.58 | 0.16 | 2.69 | -0.90 | 2.83 | 1.04 | -0.13 | 1.22 | 2.63 | 1.45 | 0.08 | 0.92 | 1.08 | -1.01 | 0.11 | 1.23 | 0.06 | 1.44 | 1.86 | -0.62 | -0.42 | 1.45 | -0.20 | 0.42 | 1.87 | 1.49 | 4.41 | -1.13 | -1.70 |
| Standard Deviation(%) | NA | 6.71 | 8.17 | 9.95 | 10.67 | NA | NA | … | … | 7.18 | 9.43 | 7.12 | 8.39 | 13.92 | 9.92 | 21.28 | 6.62 | 8.80 | 3.77 | 7.51 | 8.61 | 6.15 | 6.83 | 7.24 | 13.15 | 9.84 | 15.97 | 23.76 | 9.42 | 6.26 | 6.23 | 6.52 | 8.36 | 11.83 | 9.00 | 9.75 | 8.86 | 18.31 | 8.61 | 6.74 | 4.71 | 5.83 | 5.21 |
| Draw Down(%) | NA | 5.04 | 9.51 | 22.34 | 24.76 | NA | NA | … | … | 5.04 | 8.43 | 5.42 | 8.76 | 17.46 | 8.78 | 24.76 | 3.24 | 12.66 | 1.31 | 5.06 | 7.21 | 4.37 | 4.54 | 6.13 | 11.97 | 8.56 | 17.84 | 32.41 | 6.04 | 4.88 | 4.09 | 5.80 | 7.53 | 16.23 | 11.90 | 7.35 | 8.94 | 11.85 | 5.39 | 3.79 | 1.79 | 7.69 | 3.40 |
| Yield(%) | 0.00 | 7.99 | 7.33 | 3.96 | 4.06 | 4.47 | 4.18 | … | … | 0.55 | 8.22 | 7.73 | 5.60 | 0.90 | 0.64 | 1.10 | 2.89 | 3.69 | 5.17 | 2.96 | 4.48 | 3.98 | 2.30 | 1.84 | 1.69 | 1.58 | 2.31 | 2.08 | 10.11 | 5.61 | 6.55 | 4.20 | 2.17 | 2.26 | 4.77 | 6.87 | 8.89 | 16.17 | 12.61 | 10.88 | 8.42 | 3.25 | 1.16 |
Data as of 06/05/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRBX (MFS TOTAL RETURN FUND B) |
-8.37%
Feb 2006 – Feb 2009 |
-2.96%
Feb 2004 – Feb 2009 |
1.64%
Feb 1999 – Feb 2009 |
3.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRBX (MFS TOTAL RETURN FUND B) |
19.63%
Mar 1995 – Mar 1998 |
14.53%
Jun 1994 – Jun 1999 |
10.46%
Dec 1994 – Dec 2004 |
7.35%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart