Back to top
more

Mfs Total Return Bond Fund Class R3: (MF: MRBHX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:39 PM ET

$9.76 USD

+0.01 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.22 75
3 months 0.59 76
6 months 3.40 49
1 Year 6.61 48
3 Year 4.14 69
5 Year -0.02 75
10 Year 2.16 67

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -5.12
Bull Market (2/09 - 3/21) 91.70

Load Adjusted Returns as of Jan 31, 2026

1 Year 7.06
5 Year -0.18
10 Year 2.23
Since Inception 3.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.72 1.21 2.05 0.90
2024 -0.27 0.24 5.19 -2.80
2023 3.42 -0.42 -2.95 7.01
2022 -6.02 -6.07 -4.61 1.93
2021 -3.13 2.09 -0.13 -0.11

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.227.062.196.95-14.17-1.348.349.78-1.383.773.43
% Total Return Rel to Index 0.00-0.310.931.42-1.150.200.831.05-1.390.220.77
% Total Return Rel to Peer 0.000.04-1.670.55-4.65-2.012.401.80-0.24-0.23-1.70
% Perf Quintile vs Peer* 0.000.000.002.005.004.002.002.004.003.003.00
% Dividends 0.030.380.380.370.250.190.250.300.260.230.29
% Yield NA3.793.943.832.571.652.122.692.502.102.65
Capital Gains ($) 0.000.000.000.000.000.140.040.000.000.000.00
Expense Ratio 0.000.700.700.700.700.720.770.790.840.840.84

* 1 = Top 20%, 5 = Bottom 20%