Nasdaq - Delayed Quote USD
MFS Total Return R3 (MSFHX)
At close: November 15 at 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.95% |
| 5y Average Return | 7.33% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2024) | 20.24% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 20.24% |
| Worst 3Y Total Return | 4.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSFHX
Category
- YTD
- 8.98%
- 9.69%
- 1-Month
- -0.97%
- 0.91%
- 3-Month
- 1.50%
- 5.21%
- 1-Year
- 21.53%
- 27.06%
- 3-Year
- 3.12%
- 11.00%
- 5-Year
- 7.12%
- 10.26%
- 10-Year
- 6.63%
- 8.34%
- Last Bull Market
- 16.43%
- 15.58%
- Last Bear Market
- -8.72%
- -12.16%
Annual Total Return (%) History
Year
MSFHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.40% | -0.95% | 6.41% | -- |
| 2023 | 1.05% | 3.19% | -2.98% | 9.01% |
| 2022 | -4.49% | -8.72% | -4.17% | 8.14% |
| 2021 | 4.60% | 4.41% | -0.27% | 4.62% |
| 2020 | -14.14% | 11.88% | 4.47% | 9.30% |
| 2019 | 8.73% | 3.72% | 1.71% | 4.83% |
| 2018 | -2.21% | 0.01% | 3.54% | -6.96% |
| 2017 | 3.38% | 2.75% | 2.11% | 3.40% |
| 2016 | 2.52% | 2.80% | 2.06% | 1.20% |
| 2015 | 1.05% | 0.05% | -4.07% | 2.72% |
| 2014 | 2.00% | 3.26% | -0.26% | 3.12% |
| 2013 | 7.22% | 1.05% | 3.32% | 6.18% |
| 2012 | 7.48% | -1.96% | 4.72% | 0.88% |
| 2011 | 3.68% | 0.53% | -8.79% | 7.11% |
| 2010 | 3.65% | -5.85% | 7.06% | 5.37% |
| 2009 | -6.50% | 11.58% | 10.12% | 2.95% |
| 2008 | -5.27% | -1.71% | -5.04% | -12.34% |
| 2007 | 2.08% | 3.53% | 0.45% | -1.22% |
| 2006 | 2.35% | -0.57% | 4.48% | 5.07% |
| 2005 | 1.51% | 0.80% | -- | -- |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 20 |
| 3-Month | 58 |
| 1-Year | 69 |
| 3-Year | 47 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 21.53% |
| 3-Year | 3.12% |
| 5-Year | 7.12% |
| 10-Year | 6.63% |
Performance & Risk
| YTD Return | 10.95% |
| 5y Average Return | 7.33% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | MFS |
| Net Assets | 7.94B |
| YTD Return | 8.98% |
| Yield | 2.19% |
| Morningstar Rating | |
| Inception Date | Jun 01, 2012 |
Fund Summary
The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. It generally invests approximately 60% of its assets in equity securities and approximately 40% of its assets in debt instruments.
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