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Mfs Total Return Fund Class R3: (MF: MSFHX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 05:42 PM ET

$19.54 USD

-0.10 (-0.51%)

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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.86 93
3 months -2.21 97
6 months 4.06 84
1 Year 11.46 91
3 Year 10.55 88
5 Year 4.95 80
10 Year 7.30 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -33.32
Bull Market (2/09 - 3/21) 354.02

Load Adjusted Returns as of May 31, 2026

1 Year 9.46
5 Year 5.61
10 Year 7.35
Since Inception 6.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.34 NA NA NA
2025 2.77 2.23 3.60 1.98
2024 4.40 -0.94 6.40 -2.21
2023 1.05 3.19 -2.97 9.01
2022 -4.49 -8.72 -4.17 8.14
2021 4.60 4.40 -0.26 4.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8611.017.6010.29-9.6513.959.7020.23-5.7812.118.86
% Total Return Rel to Index -2.79-7.20-17.41-15.958.54-14.72-8.69-11.25-1.39-9.67-3.07
% Total Return Rel to Peer -1.10-2.16-4.02-3.674.090.77-1.561.46-0.21-1.032.51
% Perf Quintile vs Peer* 4.005.005.005.001.003.004.003.004.004.001.00
% Dividends 0.200.490.460.450.340.290.370.380.380.360.38
% Yield 0.782.332.402.351.731.241.651.792.091.772.03
Capital Gains ($) 0.001.211.170.730.641.491.050.260.470.710.25
Expense Ratio 0.720.720.720.720.720.720.730.730.730.740.74

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