Nasdaq - Delayed Quote USD

MFS Corporate Bond R2 (MBRRX)

11.99 +0.01 (+0.08%)
At close: 8:00 PM EDT

Fund Summary

The adviser normally invests at least 80% of the fund's net assets in corporate debt instruments. It may also invest the fund's assets in U.S. government securities. MFS invests the majority of the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.06%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 6

Performance & Risk

YTD Return -2.46%
5y Average Return 0.76%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MBRRXCategory AverageMBRRXCategory AverageMBRRXCategory Average
Alpha 1.65 0.01 1.6 0.01 0.66 0.01
BETA 1.26 0.01 1.32 0.01 1.28 0.01
Mean Annual Return -0.16 0.01 0.14 0 0.2 0
R-squared 95.19 0.48 81.6 0.51 80.28 0.53
Standard Deviation 9.38 0.07 9 0.06 6.84 0.05
Sharpe Ratio -0.53 0.01 -0.06 0.01 0.13 0.01
Treynor Ratio -4.2 0.05 -0.7 0.06 0.52 0.04

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