Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBGX (MFS TOTAL RETURN BOND FUND R1) | -0.04% | 3.82% | 3.77% | -0.78% | 0.96% | 1.60% | 2.56% | … | … |
Data as of 06/11/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBGX (MFS TOTAL RETURN BOND FUND R1) | 04/08/2005 | 06/11/2026 |
| 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 (%) | 0.10 | 3.82 | 3.77 | -0.78 | 0.96 | 1.60 | 2.56 | … | … | -0.04 | 6.19 | 1.45 | 6.17 | -14.66 | -3.13 | 7.38 | 8.96 | -2.01 | 3.10 | 2.66 | -1.36 | 4.78 | -1.86 | 6.47 | 5.71 | 7.18 | 19.72 | -6.99 | 2.94 | 0.25 | -1.36 |
| Sharpe Ratio | NA | 0.20 | 0.06 | -0.58 | -0.15 | NA | NA | … | … | -0.96 | 0.75 | -0.40 | 0.35 | -2.28 | -0.94 | 1.11 | 2.19 | -1.25 | 0.90 | 0.82 | -0.40 | 2.03 | -0.62 | 2.64 | 1.52 | 1.95 | 4.10 | -1.36 | -0.06 | -1.11 | -1.54 |
| Standard Deviation(%) | NA | 3.77 | 5.31 | 5.75 | 4.92 | NA | NA | … | … | 3.99 | 4.45 | 5.39 | 7.15 | 7.08 | 3.37 | 6.41 | 3.41 | 2.73 | 2.72 | 2.99 | 3.49 | 2.34 | 3.04 | 2.45 | 3.74 | 3.63 | 4.78 | 5.85 | 3.56 | 2.87 | 2.77 |
| Draw Down(%) | NA | 3.01 | 6.19 | 20.52 | 20.90 | NA | NA | … | … | 3.01 | 2.71 | 4.09 | 7.55 | 18.30 | 3.66 | 11.46 | 2.06 | 3.78 | 1.50 | 4.11 | 3.45 | 1.36 | 5.01 | 1.29 | 1.84 | 3.21 | 2.53 | 11.35 | 2.46 | 4.33 | 3.73 |
| Yield(%) | 0.00 | 2.95 | 3.22 | 2.27 | 2.08 | 2.24 | 2.76 | … | … | 0.99 | 3.34 | 3.31 | 3.23 | 1.73 | 1.09 | 1.78 | 2.22 | 1.80 | 1.66 | 2.01 | 2.33 | 2.60 | 2.11 | 2.58 | 3.05 | 3.14 | 4.84 | 4.57 | 4.07 | 1.33 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| MRBGX (MFS TOTAL RETURN BOND FUND R1) |
-6.37%
Oct 2020 – Oct 2023 |
-1.66%
Oct 2017 – Oct 2022 |
-0.12%
Oct 2012 – Oct 2022 |
1.58%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBGX (MFS TOTAL RETURN BOND FUND R1) |
11.42%
Oct 2008 – Oct 2011 |
7.89%
Oct 2008 – Oct 2013 |
4.50%
Mar 2009 – Mar 2019 |
3.78%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart