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MFS Total Return B (MTRBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
20.85-0.05 (-0.24%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.25%
5-Year Average Return6.53%
Number of Years Up23
Number of Years Down7
Best 1 Yr Total Return (Nov 5, 2024)19.31%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return19.31%
Worst 3-Yr Total Return3.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMTRBXCategory
YTD8.30%9.69%
1-Month-1.03%0.91%
3-Month1.35%5.21%
1-Year20.64%27.06%
3-Year2.36%11.00%
5-Year6.32%10.26%
10-Year5.83%8.34%
Last Bull Market16.08%15.58%
Last Bear Market-8.93%-12.16%

Annual Total Return (%) History

Year
MTRBXCategory
2024
N/AN/A
2023
9.47%N/A
2022
-10.34%N/A
2021
13.11%N/A
2020
8.89%11.72%
2019
19.31%19.23%
2018
-6.47%-5.76%
2017
11.30%13.21%
2016
8.04%7.34%
2015
-1.14%-1.93%
2014
7.50%6.21%
2013
18.01%16.48%
2012
10.46%11.72%
2011
1.05%-0.11%
2010
9.32%11.83%
2009
17.39%24.13%
2008
-23.15%-28.00%
2007
4.29%5.99%
2006
11.05%11.29%
2005
2.62%5.13%
2004
10.70%8.86%
2003
16.13%20.35%
2002
-6.24%-12.02%
2001
-1.27%-5.05%
2000
18.42%1.82%
1999
1.57%10.71%
1998
11.20%13.52%
1997
19.87%19.63%
1996
13.78%13.70%
1995
25.87%25.63%
1994
-3.47%-2.52%
1993
N/A11.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.20%-1.14%6.23%N/A
20230.86%2.99%-3.16%8.83%
2022-4.67%-8.93%-4.30%7.92%
20214.41%4.19%-0.42%4.41%
2020-14.29%11.67%4.31%9.08%
20198.53%3.52%1.51%4.62%
2018-2.38%-0.15%3.34%-7.14%
20173.20%2.54%1.92%3.19%
20162.33%2.61%1.87%1.00%
20150.86%-0.14%-4.25%2.52%
20141.76%3.12%-0.46%2.92%
20137.03%0.85%3.12%6.03%
20127.28%-2.14%4.52%0.68%
20113.41%0.41%-8.97%6.91%
20103.53%-6.11%6.93%5.17%
2009-6.68%11.38%9.92%2.75%
2008-5.52%-1.83%-5.29%-12.52%
20071.92%3.38%0.29%-1.30%
20062.20%-0.72%4.33%4.92%
2005-0.96%1.57%1.36%0.65%
20042.22%-0.00%1.32%6.90%
2003-2.71%10.13%0.96%7.36%
20022.25%-4.15%-8.35%4.38%
2001-3.09%2.39%-5.55%5.34%
20001.80%2.11%7.44%6.04%
1999-0.64%4.92%-4.75%2.30%
19986.62%1.46%-4.11%7.19%
19971.14%9.12%6.07%2.40%
19962.95%1.36%2.52%6.36%
19955.96%7.13%5.45%5.16%
1994-3.01%-0.47%1.91%-1.87%
1993-0.30%N/AN/AN/A

Rank In Category (By Total Return)

YTD85
1-Month20
3-Month67
1-Year78
3-Year64
5-Year76

Load Adjusted Returns

1-Year16.64%
3-Year1.50%
5-Year6.00%
10-Year5.83%