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Mfs Bond Fund Class R1: (MF: MFBGX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$12.58 USD
+0.07 (0.56%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.68 | 51 |
| 3 months | 1.88 | 39 |
| 6 months | 3.10 | 45 |
| 1 Year | 3.58 | 84 |
| 3 Year | 2.79 | 72 |
| 5 Year | -1.41 | 92 |
| 10 Year | 1.92 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -10.06 |
| Bull Market (2/09 - 3/21) | 103.02 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 5.95 |
| 5 Year | -0.73 |
| 10 Year | 1.96 |
| Since Inception | 3.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.02 | 1.62 | NA | NA |
| 2024 | -0.15 | -0.03 | 5.48 | -3.12 |
| 2023 | 3.85 | -0.54 | -3.17 | 8.03 |
| 2022 | -7.85 | -8.64 | -4.89 | 3.38 |
| 2021 | -4.93 | 3.26 | -0.29 | -0.31 |
| 2020 | -3.73 | 9.47 | 1.64 | 2.74 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.68 | 2.00 | 8.04 | -17.22 | -2.43 | 10.05 | 13.51 | -3.93 | 5.07 | 5.03 | -1.11 |
| % Total Return Rel to Index | -0.06 | 0.73 | 2.52 | -4.20 | -0.88 | 2.55 | 4.79 | -3.95 | 1.53 | 2.37 | -1.68 |
| % Total Return Rel to Peer | 0.02 | -2.38 | 0.87 | -7.07 | -2.48 | 3.02 | 5.26 | -3.02 | 1.47 | 1.50 | -0.13 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 1.00 | 5.00 | 2.00 | 3.00 | 4.00 |
| % Dividends | 0.27 | 0.45 | 0.38 | 0.28 | 0.23 | 0.26 | 0.33 | 0.31 | 0.30 | 0.34 | 0.37 |
| % Yield | 2.15 | 3.59 | 3.61 | 2.29 | 1.49 | 1.59 | 2.20 | 2.30 | 2.05 | 2.41 | 2.69 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.45 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
| Expense Ratio | 1.51 | 1.52 | 1.52 | 1.50 | 1.50 | 1.53 | 1.53 | 1.54 | 1.56 | 1.57 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%