Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFJX (MFS TOTAL RETURN FUND R4) | 3.03% | 10.93% | 9.97% | 3.12% | 5.92% | 6.80% | 6.11% | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFJX (MFS TOTAL RETURN FUND R4) | 04/07/2005 | 06/10/2026 |
| 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 (%) | 0.26 | 10.93 | 9.97 | 3.12 | 5.92 | 6.80 | 6.11 | … | … | 3.03 | 11.30 | 7.84 | 10.66 | -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 | 1.44 | 0.89 | 0.06 | 0.40 | NA | NA | … | … | 0.78 | 0.89 | 0.59 | 0.84 | -1.00 | 0.68 | 0.20 | 2.87 | -0.78 | 3.12 | 1.18 | -0.02 | 1.40 | 2.82 | 1.62 | 0.15 | 1.02 | 1.16 | -0.97 | 0.21 | 1.38 | -0.72 |
| Standard Deviation(%) | NA | 6.80 | 8.16 | 9.95 | 10.67 | NA | NA | … | … | 7.15 | 9.44 | 7.12 | 8.43 | 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 | 4.93 | 9.16 | 21.68 | 24.66 | NA | NA | … | … | 4.93 | 8.32 | 5.34 | 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 | 9.17 | 8.39 | 4.92 | 5.21 | 5.83 | 5.39 | … | … | 1.15 | 9.35 | 8.83 | 6.66 | 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 06/10/2026, Common starting date 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 |
8.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart