EBRBX - MFS Total Return Bond Fund Class 529B
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return Rating★★
Year-to-Date Return1.16%
5-Year Average Return1.31%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)19.58%
Worst 1 Yr Total Return (Feb 3, 2019)-7.09%
Best 3-Yr Total Return19.58%
Worst 3-Yr Total Return0.42%
Trailing Returns (%) Vs. Benchmarks
ReturnEBRBXCategory
YTD-6.08%-0.61%
1-Month-2.29%0.77%
3-Month-6.04%1.99%
1-Year-3.91%3.06%
3-Year2.21%5.69%
5-Year1.79%3.75%
10-Year1.94%3.84%
Last Bull Market3.71%4.61%
Last Bear Market1.69%1.87%
Annual Total Return (%) History
YearEBRBXCategory
2021N/AN/A
20208.51%8.06%
20198.91%8.94%
2018-2.07%-0.61%
20173.05%4.27%
20162.61%3.86%
2015-1.42%-0.45%
20144.73%5.42%
2013-1.93%-0.90%
20126.54%7.76%
20115.49%6.27%
20107.27%8.51%
200919.58%15.12%
2008-7.09%-3.86%
20072.81%5.62%
20063.01%4.48%
20050.90%2.09%
20043.50%4.59%
20035.71%6.32%
2002N/A8.44%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
2021-3.21%2.17%N/AN/A
2020-1.48%6.34%1.60%1.95%
20193.55%3.03%2.07%0.01%
2018-1.87%-0.70%0.08%0.41%
20170.73%1.43%0.66%0.20%
20162.69%2.20%0.65%-2.85%
20151.42%-1.99%0.06%-0.89%
20141.99%1.94%-0.34%1.08%
2013-0.21%-2.61%0.41%0.51%
20121.34%1.75%2.63%0.67%
20110.93%1.69%1.39%1.37%
20102.56%2.26%3.09%-0.79%
20091.28%8.15%7.55%1.50%
2008-0.07%-0.50%-3.47%-3.20%
20071.06%-0.85%1.63%0.96%
2006-0.84%-0.58%3.38%1.08%
2005-0.93%2.49%-0.88%0.26%
20042.48%-3.02%3.12%0.98%
20031.75%3.61%-0.29%0.57%
20021.77%N/AN/AN/A
Rank In Category (By Total Return)
YTD70
1-Month57
3-Month45
1-Year70
3-Year58
5-Year82
Load Adjusted Returns
1-Year-5.03%
3-Year4.39%
5-Year2.98%
10-Year2.69%
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