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Mfs Bond Fund Class R3: (MF: MFBHX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$12.61 USD
+0.07 (0.56%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.21 | 22 |
| 3 months | 2.06 | 34 |
| 6 months | 3.48 | 19 |
| 1 Year | 4.36 | 64 |
| 3 Year | 3.58 | 58 |
| 5 Year | -0.67 | 79 |
| 10 Year | 2.66 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -9.20 |
| Bull Market (2/09 - 3/21) | 128.79 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 6.65 |
| 5 Year | 0.01 |
| 10 Year | 2.70 |
| Since Inception | 4.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.29 | 1.72 | NA | NA |
| 2024 | -0.04 | 0.24 | 5.65 | -3.00 |
| 2023 | 4.12 | -0.35 | -3.06 | 8.29 |
| 2022 | -7.72 | -8.44 | -4.70 | 3.57 |
| 2021 | -4.68 | 3.44 | -0.17 | -0.11 |
| 2020 | -3.61 | 9.58 | 1.89 | 2.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.21 | 2.68 | 8.92 | -16.61 | -1.68 | 10.71 | 14.41 | -3.19 | 5.79 | 5.74 | -0.36 |
| % Total Return Rel to Index | 0.46 | 1.41 | 3.40 | -3.59 | -0.13 | 3.21 | 5.68 | -3.21 | 2.24 | 3.08 | -0.93 |
| % Total Return Rel to Peer | 0.55 | -1.70 | 1.75 | -6.46 | -1.73 | 3.68 | 6.15 | -2.29 | 2.19 | 2.21 | 0.62 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 1.00 | 5.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.33 | 0.54 | 0.47 | 0.37 | 0.33 | 0.36 | 0.44 | 0.41 | 0.39 | 0.44 | 0.48 |
| % Yield | 2.56 | 4.32 | 4.32 | 3.07 | 2.15 | 2.23 | 2.89 | 3.04 | 2.71 | 3.08 | 3.44 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.45 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
| Expense Ratio | 0.76 | 0.77 | 0.76 | 0.75 | 0.75 | 0.78 | 0.78 | 0.80 | 0.80 | 0.82 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%