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Mfs Income Fund - Class I: (MF: MFIIX)
(NASDAQ Mutual Funds) As of Jan 6, 2026 05:40 PM ET
$5.98 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.72 | 27 |
| 3 months | 2.40 | 17 |
| 6 months | 5.25 | 22 |
| 1 Year | 6.02 | 40 |
| 3 Year | 5.96 | 37 |
| 5 Year | 0.79 | 62 |
| 10 Year | 3.39 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 34.60 |
| Bear Market (10/07 - 2/09) | -14.92 |
| Bull Market (2/09 - 3/21) | 131.29 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 3.83 |
| 5 Year | 1.02 |
| 10 Year | 3.31 |
| Since Inception | 4.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.51 | 1.61 | 2.24 | NA |
| 2024 | -0.07 | 0.46 | 5.12 | -2.50 |
| 2023 | 3.42 | -0.24 | -2.45 | 7.01 |
| 2022 | -5.50 | -6.25 | -4.18 | 2.20 |
| 2021 | -2.82 | 2.54 | 0.18 | -0.01 |
| 2020 | -4.14 | 8.42 | 2.48 | 2.99 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.71 | 2.89 | 7.71 | -13.25 | -0.19 | 9.70 | 11.44 | -1.99 | 5.45 | 8.27 | -1.83 |
| % Total Return Rel to Index | 0.17 | 1.62 | 2.18 | -0.23 | 1.35 | 2.19 | 2.71 | -2.00 | 1.91 | 5.62 | -2.41 |
| % Total Return Rel to Peer | 0.79 | -0.97 | 1.31 | -3.72 | -0.86 | 3.76 | 3.46 | -0.85 | 1.44 | 3.14 | 0.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 1.00 | 1.00 | 4.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.27 | 0.30 | 0.29 | 0.18 | 0.17 | 0.20 | 0.22 | 0.20 | 0.20 | 0.24 | 0.26 |
| % Yield | 4.26 | 5.00 | 4.72 | 3.00 | 2.37 | 2.69 | 3.08 | 3.13 | 2.99 | 3.64 | 4.02 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.48 | 0.48 | 0.48 | 0.48 | 0.48 | 0.51 | 0.77 | 0.80 | 0.80 | 0.80 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%