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Mfs Bond Fund Cl R2: (MF: MBRRX)
(NASDAQ Mutual Funds) As of Sep 8, 2025 08:00 PM ET
$12.65 USD
+0.04 (0.32%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.06 | 27 |
| 3 months | 2.00 | 36 |
| 6 months | 3.44 | 21 |
| 1 Year | 4.18 | 68 |
| 3 Year | 3.33 | 63 |
| 5 Year | -0.92 | 85 |
| 10 Year | 2.42 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -15.92 |
| Bull Market (2/09 - 3/21) | 110.21 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 6.38 |
| 5 Year | -0.23 |
| 10 Year | 2.46 |
| Since Inception | 2.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.15 | 1.74 | NA | NA |
| 2024 | -0.10 | 0.17 | 5.59 | -3.06 |
| 2023 | 3.97 | -0.41 | -3.04 | 8.23 |
| 2022 | -7.78 | -8.50 | -4.76 | 3.50 |
| 2021 | -4.80 | 3.38 | -0.21 | -0.18 |
| 2020 | -3.60 | 9.46 | 1.82 | 2.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.06 | 2.43 | 8.66 | -16.82 | -1.97 | 10.53 | 14.13 | -3.43 | 5.55 | 5.51 | -0.53 |
| % Total Return Rel to Index | 0.31 | 1.16 | 3.13 | -3.80 | -0.42 | 3.03 | 5.40 | -3.45 | 2.00 | 2.85 | -1.10 |
| % Total Return Rel to Peer | 0.40 | -1.95 | 1.48 | -6.67 | -2.02 | 3.50 | 5.88 | -2.53 | 1.95 | 1.99 | 0.44 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 1.00 | 5.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.31 | 0.51 | 0.44 | 0.34 | 0.30 | 0.33 | 0.40 | 0.38 | 0.36 | 0.42 | 0.44 |
| % Yield | 2.40 | 4.05 | 4.05 | 2.79 | 1.92 | 2.00 | 2.64 | 2.77 | 2.47 | 2.92 | 3.16 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.45 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
| Expense Ratio | 1.01 | 1.02 | 1.02 | 1.00 | 1.00 | 1.03 | 1.03 | 1.04 | 1.05 | 1.07 | 1.07 |
* 1 = Top 20%, 5 = Bottom 20%