Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) | 4.27% | 4.84% | 4.23% | 2.83% | 4.28% | 5.99% | 4.96% | 5.59% |
Data as of 08/01/2025, AR inception is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) | 11/03/2003 | 08/01/2025 |
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 4.84 | 4.23 | 2.83 | 4.28 | 5.99 | 4.96 | 5.59 | 4.27 | 0.81 | 5.98 | -12.87 | 6.23 | 4.10 | 19.88 | -5.96 | 11.84 | 8.58 | -0.64 | 8.04 | 18.59 | 11.02 | 1.56 | 9.66 | 17.96 | -22.66 | 4.56 | 11.41 | 2.93 | 11.21 | 4.67 |
| Sharpe Ratio | NA | 0.18 | 0.08 | 0.08 | 0.26 | NA | NA | 0.38 | 0.40 | -0.61 | 0.19 | -1.03 | 0.63 | 0.18 | 2.81 | -0.83 | 2.96 | 1.11 | -0.08 | 1.31 | 2.71 | 1.53 | 0.12 | 0.97 | 1.12 | -0.99 | 0.17 | 1.31 | 0.12 | 1.57 | 6.75 |
| Standard Deviation(%) | NA | 9.63 | 10.14 | 10.52 | 10.89 | NA | NA | 11.04 | 11.11 | 9.52 | 8.98 | 13.93 | 9.90 | 21.23 | 6.58 | 8.83 | 3.80 | 7.55 | 8.56 | 6.13 | 6.84 | 7.24 | 13.12 | 9.86 | 15.93 | 23.72 | 9.39 | 6.22 | 6.26 | 6.55 | 4.85 |
| Draw Down(%) | NA | 9.33 | 10.80 | 22.02 | 24.69 | NA | NA | 37.35 | 8.38 | 10.88 | 8.68 | 17.16 | 8.76 | 24.69 | 3.19 | 12.24 | 1.27 | 4.96 | 7.04 | 4.32 | 4.42 | 6.10 | 11.75 | 8.45 | 17.80 | 32.02 | 6.05 | 4.78 | 4.06 | 5.31 | 0.97 |
| Yield(%) | 0.00 | 7.40 | 3.92 | 2.85 | 3.65 | 4.44 | 4.11 | 4.69 | 0.73 | 8.28 | 2.17 | 1.36 | 1.19 | 1.59 | 3.44 | 4.20 | 5.70 | 3.49 | 4.97 | 4.49 | 2.85 | 2.37 | 2.19 | 2.05 | 2.85 | 2.55 | 10.47 | 5.94 | 6.82 | 4.77 | 0.17 |
Data as of 08/01/2025, AR inception is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) |
-7.93%
Feb 2006 - Feb 2009 |
-2.47%
Feb 2004 - Feb 2009 |
3.72%
Oct 2013 - Oct 2023 |
3.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRRX (MFS TOTAL RETURN FUND R2) |
16.28%
Feb 2009 - Feb 2012 |
14.66%
Feb 2009 - Feb 2014 |
9.96%
Feb 2009 - Feb 2019 |
7.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart