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MFS Total Return B (MTRBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.74-0.10 (-0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.56%
5-year average return5.94%
Number of years up23
Number of years down7
Best 1-yr total return (24 Jun 2024)19.31%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return19.31%
Worst 3-yr total return3.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMTRBXCategory
YTD3.45%9.69%
1-month3.05%0.91%
3-month2.55%5.21%
1-year13.25%27.06%
3-year1.68%11.00%
5-year6.77%10.26%
10-year5.56%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%N/AN/AN/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)

YTD84
1-month58
3-month41
1-year74
3-year68
5-year72

Load adjusted returns

1-year9.25%
3-year0.82%
5-year6.46%
10-year5.56%