Nasdaq - Delayed Quote USD

MFS Total Return B (MTRBX)

20.74 -0.18 (-0.86%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.32%
5y Average Return 6.67%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Oct 21, 2024) 19.31%
Worst 1Y Total Return (Oct 21, 2024) --
Best 3Y Total Return 19.31%
Worst 3Y Total Return 3.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MTRBX
Category
YTD
9.42%
9.69%
1-Month
0.55%
0.91%
3-Month
6.23%
5.21%
1-Year
19.09%
27.06%
3-Year
3.89%
11.00%
5-Year
6.71%
10.26%
10-Year
6.09%
8.34%
Last Bull Market
16.08%
15.58%
Last Bear Market
-8.93%
-12.16%

Annual Total Return (%) History

Year
MTRBX
Category
2024
--
--
2023
9.47%
--
2022
-10.34%
--
2021
13.11%
--
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
--
11.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.20% -1.14% 6.23% --
2023 0.86% 2.99% -3.16% 8.83%
2022 -4.67% -8.93% -4.30% 7.92%
2021 4.41% 4.19% -0.42% 4.41%
2020 -14.29% 11.67% 4.31% 9.08%
2019 8.53% 3.52% 1.51% 4.62%
2018 -2.38% -0.15% 3.34% -7.14%
2017 3.20% 2.54% 1.92% 3.19%
2016 2.33% 2.61% 1.87% 1.00%
2015 0.86% -0.14% -4.25% 2.52%

2014 1.76% 3.12% -0.46% 2.92%
2013 7.03% 0.85% 3.12% 6.03%
2012 7.28% -2.14% 4.52% 0.68%
2011 3.41% 0.41% -8.97% 6.91%
2010 3.53% -6.11% 6.93% 5.17%
2009 -6.68% 11.38% 9.92% 2.75%
2008 -5.52% -1.83% -5.29% -12.52%
2007 1.92% 3.38% 0.29% -1.30%
2006 2.20% -0.72% 4.33% 4.92%
2005 -0.96% 1.57% 1.36% 0.65%
2004 2.22% -0.00% 1.32% 6.90%
2003 -2.71% 10.13% 0.96% 7.36%
2002 2.25% -4.15% -8.35% 4.38%
2001 -3.09% 2.39% -5.55% 5.34%
2000 1.80% 2.11% 7.44% 6.04%
1999 -0.64% 4.92% -4.75% 2.30%
1998 6.62% 1.46% -4.11% 7.19%
1997 1.14% 9.12% 6.07% 2.40%
1996 2.95% 1.36% 2.52% 6.36%
1995 5.96% 7.13% 5.45% 5.16%
1994 -3.01% -0.47% 1.91% -1.87%
1993 -0.30% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 99
3-Month 22
1-Year 82
3-Year 69
5-Year 80

Load Adjusted Returns

1-Year 15.09%
3-Year 3.02%
5-Year 6.40%
10-Year 6.09%

Performance & Risk

YTD Return 9.32%
5y Average Return 6.67%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family MFS
Net Assets 8.08B
YTD Return 9.42%
Yield 1.48%
Morningstar Rating
Inception Date Apr 01, 2005

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.

Related Tickers