Back to top
Mfs Income Fund - Class B: (MF: MIOBX)
(NASDAQ Mutual Funds) As of Sep 9, 2025 08:00 PM ET
$5.97 USD
-0.02 (-0.33%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.64 | 56 |
| 3 months | 1.34 | 39 |
| 6 months | 2.91 | 57 |
| 1 Year | 3.55 | 75 |
| 3 Year | 2.30 | 69 |
| 5 Year | -0.51 | 73 |
| 10 Year | 1.90 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 37.43 |
| Bear Market (10/07 - 2/09) | -14.02 |
| Bull Market (2/09 - 3/21) | 92.51 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 1.49 |
| 5 Year | 0.06 |
| 10 Year | 1.90 |
| Since Inception | 4.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.44 | 1.19 | NA | NA |
| 2024 | -0.15 | 0.04 | 4.88 | -2.76 |
| 2023 | 3.18 | -0.49 | -2.71 | 6.78 |
| 2022 | -5.91 | -6.38 | -4.44 | 1.95 |
| 2021 | -2.95 | 2.29 | -0.33 | -0.12 |
| 2020 | -4.41 | 8.02 | 2.24 | 2.74 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.64 | 1.86 | 6.65 | -14.19 | -1.17 | 8.46 | 10.40 | -3.09 | 4.67 | 7.07 | -2.69 |
| % Total Return Rel to Index | -0.09 | 0.60 | 1.12 | -1.17 | 0.37 | 0.96 | 1.67 | -3.10 | 1.13 | 4.41 | -3.26 |
| % Total Return Rel to Peer | -0.19 | -2.00 | 0.26 | -4.66 | -1.84 | 2.53 | 2.41 | -1.94 | 0.66 | 1.93 | -0.71 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 4.00 | 2.00 | 1.00 | 5.00 | 2.00 | 2.00 | 5.00 |
| % Dividends | 0.14 | 0.24 | 0.23 | 0.12 | 0.09 | 0.12 | 0.15 | 0.14 | 0.14 | 0.18 | 0.19 |
| % Yield | 2.28 | 4.09 | 3.98 | 2.02 | 1.31 | 1.65 | 2.19 | 2.25 | 2.15 | 2.74 | 3.06 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.48 | 1.48 | 1.48 | 1.48 | 1.48 | 1.51 | 1.78 | 1.80 | 1.80 | 1.80 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%