Nasdaq - Delayed Quote USD

MFS Total Return Bond B (MRBBX)

9.39
+0.01
+(0.11%)
At close: May 23 at 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.11%
5y Average Return -0.73%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (May 22, 2025) 9.07%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 9.07%
Worst 3Y Total Return -3.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRBBX
Category
YTD
2.63%
-0.61%
1-Month
0.17%
0.77%
3-Month
2.01%
1.99%
1-Year
7.33%
3.06%
3-Year
1.59%
5.69%
5-Year
-0.23%
3.75%
10-Year
1.05%
3.84%
Last Bull Market
6.38%
4.61%
Last Bear Market
-6.22%
1.87%

Annual Total Return (%) History

Year
MRBBX
Category
2025
--
--
2024
1.54%
--
2023
6.26%
--
2022
-14.58%
--
2021
-1.80%
--
2020
7.86%
8.06%
2019
9.07%
8.94%
2018
-1.92%
-0.61%

2017
3.20%
4.27%
2016
2.77%
3.86%
2015
-1.27%
-0.45%
2014
4.99%
5.42%
2013
-1.86%
-0.90%
2012
6.70%
7.76%
2011
5.63%
6.27%
2010
7.43%
8.51%
2009
19.78%
15.12%
2008
-6.95%
-3.86%
2007
3.19%
5.62%
2006
3.17%
4.48%
2005
1.25%
2.09%
2004
3.74%
4.59%
2003
5.97%
6.32%
2002
9.59%
8.44%
2001
8.10%
7.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.45% -- -- --
2024 -0.54% 0.19% 5.02% -2.96%
2023 3.14% -0.58% -3.00% 6.83%
2022 -6.02% -6.22% -4.76% 1.76%
2021 -3.28% 1.93% -0.14% -0.24%
2020 -1.63% 6.16% 1.45% 1.80%
2019 3.59% 3.07% 2.11% 0.04%
2018 -1.83% -0.66% 0.12% 0.45%
2017 0.67% 1.56% 0.70% 0.24%
2016 2.73% 2.23% 0.69% -2.82%

2015 1.46% -1.95% 0.10% -0.85%
2014 2.03% 2.07% -0.30% 1.12%
2013 -0.17% -2.57% 0.45% 0.45%
2012 1.38% 1.69% 2.76% 0.72%
2011 0.97% 1.73% 1.42% 1.40%
2010 2.50% 2.40% 3.12% -0.75%
2009 1.33% 8.20% 7.59% 1.54%
2008 -0.01% -0.58% -3.34% -3.16%
2007 1.22% -0.78% 1.60% 1.13%
2006 -0.78% -0.62% 3.45% 1.14%
2005 -0.77% 2.45% -0.72% 0.32%
2004 2.54% -2.96% 3.28% 0.93%
2003 1.91% 3.58% -0.23% 0.63%
2002 -0.34% 3.04% 4.91% 1.73%
2001 2.94% 0.67% 4.19% 0.13%

Rank in Category (By Total Return)

YTD 75
1-Month 58
3-Month 69
1-Year 81
3-Year 80
5-Year 80

Load Adjusted Returns

1-Year 3.33%
3-Year 0.66%
5-Year -0.58%
10-Year 1.05%

Performance & Risk

YTD Return 1.11%
5y Average Return -0.73%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family MFS
Net Assets 8.08B
YTD Return 2.63%
Yield 3.45%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Summary

The fund normally invests at least 80% of its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments, municipal instruments and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.

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