Nasdaq - Delayed Quote USD
MFS Total Return C (MTRCX)
18.52
-0.66
(-3.44%)
As of 8:06:40 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.72% |
| 5y Average Return | 9.16% |
| Number of Years Up | 24 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 3, 2025) | 19.33% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 19.33% |
| Worst 3Y Total Return | 1.58% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MTRCX
Category
- YTD
- 2.61%
- 9.69%
- 1-Month
- -1.18%
- 0.91%
- 3-Month
- 2.61%
- 5.21%
- 1-Year
- 5.10%
- 27.06%
- 3-Year
- 4.11%
- 11.00%
- 5-Year
- 9.10%
- 10.26%
- 10-Year
- 5.71%
- 8.34%
- Last Bull Market
- 11.70%
- 15.58%
- Last Bear Market
- -8.88%
- -12.16%
Annual Total Return (%) History
Year
MTRCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.61% | -- | -- | -- |
| 2024 | 4.23% | -1.18% | 6.24% | -2.43% |
| 2023 | 0.85% | 2.97% | -3.14% | 8.83% |
| 2022 | -4.68% | -8.88% | -4.33% | 7.92% |
| 2021 | 4.43% | 4.22% | -0.41% | 4.39% |
| 2020 | -14.31% | 11.67% | 4.28% | 9.07% |
| 2019 | 8.54% | 3.49% | 1.51% | 4.65% |
| 2018 | -2.37% | -0.16% | 3.37% | -7.16% |
| 2017 | 3.13% | 2.58% | 1.91% | 3.18% |
| 2016 | 2.32% | 2.60% | 1.86% | 1.06% |
| 2015 | 0.86% | -0.14% | -4.23% | 2.51% |
| 2014 | 1.75% | 3.11% | -0.51% | 2.97% |
| 2013 | 7.00% | 0.85% | 3.17% | 6.00% |
| 2012 | 7.18% | -2.13% | 4.57% | 0.67% |
| 2011 | 3.47% | 0.34% | -8.93% | 6.96% |
| 2010 | 3.52% | -6.07% | 6.90% | 5.15% |
| 2009 | -6.65% | 11.42% | 9.88% | 2.74% |
| 2008 | -5.49% | -1.82% | -5.27% | -12.54% |
| 2007 | 1.98% | 3.37% | 0.29% | -1.36% |
| 2006 | 2.19% | -0.72% | 4.31% | 4.90% |
| 2005 | -0.96% | 1.57% | 1.36% | 0.65% |
| 2004 | 2.21% | -0.00% | 1.31% | 6.87% |
| 2003 | -2.70% | 10.09% | 1.03% | 7.33% |
| 2002 | 2.31% | -4.20% | -8.40% | 4.44% |
| 2001 | -3.08% | 2.38% | -5.53% | 5.32% |
| 2000 | 1.79% | 2.10% | 7.41% | 5.96% |
| 1999 | -0.57% | 4.91% | -4.81% | 2.36% |
| 1998 | 6.67% | 1.40% | -4.10% | 7.17% |
| 1997 | 1.14% | 9.18% | 5.99% | 2.45% |
| 1996 | 2.88% | 1.43% | 2.52% | 6.28% |
| 1995 | 5.96% | 7.20% | 5.38% | 5.23% |
| 1994 | -1.70% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 8 |
| 1-Month | 14 |
| 3-Month | 8 |
| 1-Year | 52 |
| 3-Year | 54 |
| 5-Year | 71 |
Load Adjusted Returns
| 1-Year | 4.13% |
| 3-Year | 4.11% |
| 5-Year | 9.10% |
| 10-Year | 5.71% |
Performance & Risk
| YTD Return | 0.72% |
| 5y Average Return | 9.16% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | MFS |
| Net Assets | 7.74B |
| YTD Return | 2.61% |
| Yield | 1.53% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2005 |
Fund Summary
The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. 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. MFS generally invests approximately 60% of the fund’s assets in equity securities and approximately 40% of the fund's assets in debt instruments.
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