Nasdaq - Delayed Quote USD

MFS Income A (MFIOX)

5.85
+0.03
+(0.52%)
As of 8:06:36 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.32%
5y Average Return 1.14%
Number of Years Up 30
Number of Years Down 7
Best 1Y Total Return (May 14, 2025) 11.33%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 11.33%
Worst 3Y Total Return -2.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFIOX
Category
YTD
2.52%
-0.61%
1-Month
0.07%
0.77%
3-Month
1.91%
1.99%
1-Year
7.66%
3.06%
3-Year
2.50%
5.69%
5-Year
1.43%
3.75%
10-Year
2.41%
3.84%
Last Bull Market
6.72%
4.61%
Last Bear Market
-6.30%
1.87%

Annual Total Return (%) History

Year
MFIOX
Category
2025
--
--
2024
2.64%
--
2023
7.44%
--
2022
-13.57%
--
2021
-0.30%
--
2020
9.45%
8.06%
2019
11.33%
8.94%
2018
-2.39%
-0.61%

2017
5.68%
4.27%
2016
7.84%
3.86%
2015
-2.07%
-0.45%
2014
2.98%
5.42%
2013
1.29%
-0.90%
2012
10.71%
7.76%
2011
4.33%
6.27%
2010
9.90%
8.51%
2009
24.97%
15.12%
2008
-11.82%
-3.86%
2007
3.58%
5.62%
2006
6.83%
4.48%
2005
2.08%
2.09%
2004
8.32%
4.59%
2003
13.78%
6.32%
2002
7.38%
8.44%
2001
2.11%
7.84%
2000
1.01%
10.08%
1999
6.96%
-1.06%
1998
-0.67%
7.25%
1997
10.64%
9.73%
1996
9.94%
4.19%
1995
20.13%
19.51%
1994
-5.93%
-4.27%
1993
13.22%
11.26%
1992
5.27%
7.60%
1991
24.86%
17.56%
1990
1.11%
6.74%
1989
4.18%
12.07%
1988
12.48%
8.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.45% -- -- --
2024 -0.13% 0.40% 5.05% -2.56%
2023 3.36% -0.30% -2.51% 6.94%
2022 -5.69% -6.30% -4.24% 2.14%
2021 -2.89% 2.48% 0.12% 0.07%
2020 -4.20% 8.34% 2.42% 2.96%
2019 4.76% 3.44% 2.29% 0.45%
2018 -1.74% -0.80% 0.80% -0.66%
2017 1.84% 1.97% 1.28% 0.48%
2016 3.02% 3.59% 2.44% -1.37%

2015 1.56% -1.17% -1.67% -0.78%
2014 2.31% 2.22% -1.34% -0.20%
2013 0.51% -2.42% 1.47% 1.79%
2012 3.69% 1.36% 3.90% 1.38%
2011 2.04% 1.41% -2.25% 3.14%
2010 2.83% 0.89% 5.74% 0.18%
2009 1.18% 10.14% 9.52% 2.40%
2008 -0.32% -0.18% -4.64% -7.06%
2007 2.03% -0.51% 1.46% 0.57%
2006 0.73% -0.02% 3.33% 2.65%
2005 -1.22% 2.25% 0.44% 0.63%
2004 1.78% -1.42% 4.31% 3.50%
2003 3.10% 5.41% 1.06% 3.60%
2002 0.51% 0.62% 2.61% 3.48%
2001 1.78% -1.36% -0.55% 2.26%
2000 1.13% 0.56% -1.72% 1.06%
1999 0.89% 3.11% 1.10% 1.71%
1998 2.93% -0.84% -7.29% 4.97%
1997 1.51% 5.01% 3.43% 0.35%
1996 0.21% 1.47% 4.80% 3.16%
1995 4.00% 10.05% 1.56% 3.34%
1994 -5.28% -1.92% 2.44% -1.15%
1993 3.69% 3.59% 2.61% 2.73%
1992 1.40% 3.25% 0.97% -0.42%
1991 7.93% 3.44% 6.08% 5.42%
1990 -2.49% 5.53% -5.65% 4.13%
1989 1.44% 2.41% 0.69% -0.41%
1988 4.21% 2.18% 1.22% 4.36%

Rank in Category (By Total Return)

YTD 79
1-Month 78
3-Month 77
1-Year 71
3-Year 32
5-Year 14

Load Adjusted Returns

1-Year 3.09%
3-Year 1.03%
5-Year 0.56%
10-Year 1.97%

Performance & Risk

YTD Return 1.32%
5y Average Return 1.14%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family MFS
Net Assets 6.54B
YTD Return 2.52%
Yield 5.02%
Morningstar Rating
Inception Date Mar 02, 2018

Fund Summary

MFS normally invests the fund's assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund's assets in corporate bonds, mortgage-backed securities and other securitized instruments, U.S. government securities, and debt instruments of issuers located in emerging market countries.

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