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Mfs Income Fund - Class A: (MF: MFIOX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$5.89 USD
-0.02 (-0.34%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.04 | 37 |
| 3 months | 1.55 | 41 |
| 6 months | 4.04 | 37 |
| 1 Year | 6.50 | 44 |
| 3 Year | 3.92 | 55 |
| 5 Year | 0.80 | 61 |
| 10 Year | 2.64 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 42.19 |
| Bear Market (10/07 - 2/09) | -13.46 |
| Bull Market (2/09 - 3/21) | 116.01 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 2.16 |
| 5 Year | -0.03 |
| 10 Year | 2.22 |
| Since Inception | 5.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.45 | 1.55 | NA | NA |
| 2024 | -0.13 | 0.40 | 5.05 | -2.55 |
| 2023 | 3.35 | -0.29 | -2.50 | 6.94 |
| 2022 | -5.69 | -6.30 | -4.23 | 2.13 |
| 2021 | -2.88 | 2.47 | -0.06 | 0.06 |
| 2020 | -4.19 | 8.09 | 2.41 | 2.95 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.04 | 2.64 | 7.43 | -13.57 | -0.47 | 9.20 | 11.33 | -2.38 | 5.37 | 7.83 | -2.07 |
| % Total Return Rel to Index | 0.02 | 1.37 | 1.91 | -0.55 | 1.06 | 1.69 | 2.60 | -2.40 | 1.82 | 5.18 | -2.64 |
| % Total Return Rel to Peer | 0.24 | -1.22 | 1.04 | -4.04 | -1.14 | 3.26 | 3.35 | -1.24 | 1.36 | 2.70 | -0.08 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 1.00 | 1.00 | 5.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.14 | 0.29 | 0.28 | 0.17 | 0.14 | 0.17 | 0.20 | 0.19 | 0.19 | 0.23 | 0.24 |
| % Yield | 2.32 | 4.82 | 4.73 | 2.79 | 1.98 | 2.28 | 2.89 | 2.93 | 2.81 | 3.45 | 3.82 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.76 | 1.02 | 1.04 | 1.04 | 1.05 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%