Nasdaq - Delayed Quote USD

MFS Core Bond R1 (MCBGX)

9.35 -0.03 (-0.32%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.14%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Apr 24, 2024) 5.39%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 5.39%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCBGX
Category
YTD
-0.86%
-1.22%
1-Month
0.72%
0.67%
3-Month
-0.86%
1.77%
1-Year
1.28%
0.77%
3-Year
0.00%
5.26%
5-Year
0.00%
3.02%
10-Year
0.00%
3.31%
Last Bull Market
0.00%
3.52%
Last Bear Market
0.00%
3.25%

Annual Total Return (%) History

Year
MCBGX
Category
2024
--
--
2023
5.39%
--
2022
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.86% -- -- --
2023 3.16% -0.98% -3.21% 6.59%
2022 -5.05% 1.58% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 90
3-Month 85
1-Year 85
3-Year --
5-Year --

Load Adjusted Returns

1-Year 1.28%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return -3.14%
5y Average Return 0.00%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Intermediate Core Bond
Fund Family MFS
Net Assets 29.63M
YTD Return -0.86%
Yield 3.74%
Morningstar Rating --
Inception Date Jun 22, 2022

Fund Summary

The fund’s investment adviser normally invests at least 80% of the fund’s net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), and other obligations to repay money borrowed. It may invest the fund’s assets in foreign securities.

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