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MFS Total Return R3 (MSFHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
20.79-0.05 (-0.24%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.95%
5-Year Average Return7.33%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)20.24%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return20.24%
Worst 3-Yr Total Return4.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSFHXCategory
YTD8.98%9.69%
1-Month-0.97%0.91%
3-Month1.50%5.21%
1-Year21.53%27.06%
3-Year3.12%11.00%
5-Year7.12%10.26%
10-Year6.63%8.34%
Last Bull Market16.43%15.58%
Last Bear Market-8.72%-12.16%

Annual Total Return (%) History

Year
MSFHXCategory
2024
N/AN/A
2023
10.29%N/A
2022
-9.66%N/A
2021
13.96%N/A
2020
9.69%11.72%
2019
20.24%19.23%
2018
-5.79%-5.76%
2017
12.15%13.21%
2016
8.85%7.34%
2015
-0.39%-1.93%
2014
8.33%6.21%
2013
18.86%16.48%
2012
11.32%11.72%
2011
1.82%-0.11%
2010
10.09%11.83%
2009
18.28%24.13%
2008
-22.49%-28.00%
2007
4.87%5.99%
2006
11.71%11.29%
2005
N/A5.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.40%-0.95%6.41%N/A
20231.05%3.19%-2.98%9.01%
2022-4.49%-8.72%-4.17%8.14%
20214.60%4.41%-0.27%4.62%
2020-14.14%11.88%4.47%9.30%
20198.73%3.72%1.71%4.83%
2018-2.21%0.01%3.54%-6.96%
20173.38%2.75%2.11%3.40%
20162.52%2.80%2.06%1.20%
20151.05%0.05%-4.07%2.72%
20142.00%3.26%-0.26%3.12%
20137.22%1.05%3.32%6.18%
20127.48%-1.96%4.72%0.88%
20113.68%0.53%-8.79%7.11%
20103.65%-5.85%7.06%5.37%
2009-6.50%11.58%10.12%2.95%
2008-5.27%-1.71%-5.04%-12.34%
20072.08%3.53%0.45%-1.22%
20062.35%-0.57%4.48%5.07%
20051.51%0.80%N/AN/A

Rank In Category (By Total Return)

YTD76
1-Month20
3-Month58
1-Year69
3-Year47
5-Year55

Load Adjusted Returns

1-Year21.53%
3-Year3.12%
5-Year7.12%
10-Year6.63%