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Nasdaq - Delayed Quote USD

MFS Corporate Bond R4 (MFBJX)

12.09
-0.03
(-0.25%)
As of 8:06:35 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.40%
5y Average Return 1.26%
Number of Years Up 13
Number of Years Down 6
Best 1Y Total Return (Apr 8, 2025) 14.61%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 14.61%
Worst 3Y Total Return -3.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFBJX
Category
YTD
2.28%
-0.67%
1-Month
-0.41%
1.48%
3-Month
2.28%
3.14%
1-Year
5.26%
4.42%
3-Year
1.35%
7.37%
5-Year
1.82%
4.80%
10-Year
2.59%
4.92%
Last Bull Market
7.32%
5.92%
Last Bear Market
-8.38%
1.35%

Annual Total Return (%) History

Year
MFBJX
Category
2025
--
--
2024
2.94%
--
2023
9.20%
--
2022
-16.40%
--
2021
-1.29%
--
2020
11.33%
9.24%
2019
14.61%
13.03%
2018
-2.95%
-2.49%

2017
6.40%
5.79%
2016
5.99%
6.51%
2015
-0.11%
-1.39%
2014
6.03%
6.93%
2013
-0.33%
-1.06%
2012
10.71%
11.06%
2011
6.74%
7.46%
2010
11.50%
10.00%
2009
28.57%
22.61%
2008
-9.69%
-7.90%
2007
3.72%
4.17%
2006
5.22%
4.36%
2005
--
1.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.28% -- -- --
2024 0.02% 0.30% 5.72% -2.94%
2023 4.19% -0.29% -3.00% 8.36%
2022 -7.66% -8.38% -4.64% 3.64%
2021 -4.68% 3.58% 0.03% -0.06%
2020 -3.48% 9.89% 1.95% 2.95%
2019 5.52% 4.35% 3.22% 0.85%
2018 -2.55% -1.16% 1.07% -0.31%
2017 1.32% 2.58% 1.41% 0.94%
2016 3.98% 3.04% 1.70% -2.72%

2015 2.47% -2.34% -0.02% -0.16%
2014 2.67% 2.41% -0.56% 1.40%
2013 0.23% -2.88% 1.05% 1.33%
2012 3.02% 2.08% 3.72% 1.50%
2011 2.13% 1.81% -0.67% 3.35%
2010 3.87% 1.73% 5.49% 0.03%
2009 1.96% 11.26% 10.19% 2.85%
2008 -0.35% -0.36% -5.18% -4.07%
2007 1.71% -0.68% 1.55% 1.11%
2006 -0.37% -0.45% 4.06% 1.95%
2005 -0.50% 0.51% -- --

Rank in Category (By Total Return)

YTD 53
1-Month 82
3-Month 53
1-Year 52
3-Year 50
5-Year 49

Load Adjusted Returns

1-Year 5.26%
3-Year 1.35%
5-Year 1.82%
10-Year 2.59%

Performance & Risk

YTD Return 0.40%
5y Average Return 1.26%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Corporate Bond
Fund Family MFS
Net Assets 4.61B
YTD Return 2.28%
Yield 4.73%
Morningstar Rating
Inception Date Jan 02, 1997

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.

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