Back to top
more

Mfs Total Return Bond Fund Class R4: (MF: MRBJX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:41 PM ET

$9.58 USD

+0.02 (0.21%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.93 14
3 months 1.67 25
6 months 4.02 22
1 Year 6.36 37
3 Year 5.86 44
5 Year 0.86 67
10 Year 2.51 54

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -4.79
Bull Market (2/09 - 3/21) 99.95

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.21
5 Year 0.04
10 Year 2.48
Since Inception 3.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.68 1.38 2.00 0.96
2024 -0.32 0.30 5.36 -2.74
2023 3.48 -0.35 -2.78 7.07
2022 -6.06 -5.92 -4.54 1.88
2021 -3.15 2.16 0.00 -0.04

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.937.212.457.33-14.05-1.118.689.94-1.043.913.79
% Total Return Rel to Index 0.24-0.161.191.80-1.030.431.171.22-1.050.361.13
% Total Return Rel to Peer -0.140.19-1.410.94-4.53-1.782.741.960.10-0.09-1.34
% Perf Quintile vs Peer* 3.003.000.002.005.004.002.002.004.003.003.00
% Dividends 0.060.400.410.390.270.220.280.330.290.260.31
% Yield 0.334.034.184.062.801.872.332.922.742.322.89
Capital Gains ($) 0.000.000.000.000.000.140.040.000.000.000.00
Expense Ratio 0.000.450.450.450.450.470.520.540.590.590.59

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