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MFS Total Return I (MTRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.54-0.07 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.38%
5-year average return7.09%
Number of years up20
Number of years down6
Best 1-yr total return (13 Jun 2024)20.49%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return20.49%
Worst 3-yr total return4.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMTRIXCategory
YTD3.86%9.69%
1-month3.10%0.91%
3-month2.78%5.21%
1-year14.37%27.06%
3-year2.69%11.00%
5-year7.83%10.26%
10-year6.62%8.34%
Last bull market16.57%15.58%
Last bear market-8.68%-12.16%

Annual total return (%) history

Year
MTRIXCategory
2024
N/AN/A
2023
10.59%N/A
2022
-9.44%N/A
2021
14.27%N/A
2020
9.93%11.72%
2019
20.49%19.23%
2018
-5.50%-5.76%
2017
12.38%13.21%
2016
9.13%7.34%
2015
-0.13%-1.93%
2014
8.60%6.21%
2013
19.16%16.48%
2012
11.53%11.72%
2011
2.15%-0.11%
2010
10.37%11.83%
2009
18.59%24.13%
2008
-22.36%-28.00%
2007
5.35%5.99%
2006
12.16%11.29%
2005
3.65%5.13%
2004
11.84%8.86%
2003
17.26%20.35%
2002
-5.30%-12.02%
2001
-0.28%-5.05%
2000
19.44%1.82%
1999
2.67%10.71%
1998
12.31%13.52%
1997
N/A19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.47%N/AN/AN/A
20231.11%3.26%-2.92%9.10%
2022-4.44%-8.68%-4.06%8.16%
20214.67%4.48%-0.16%4.64%
2020-14.10%11.96%4.54%9.33%
20198.74%3.79%1.78%4.90%
2018-2.15%0.07%3.61%-6.85%
20173.39%2.87%2.12%3.47%
20162.52%2.92%2.07%1.33%
20151.11%0.11%-4.02%2.79%
20142.00%3.39%-0.25%3.24%
20137.29%1.11%3.38%6.25%
20127.48%-1.90%4.78%0.95%
20113.74%0.59%-8.74%7.26%
20103.72%-5.79%7.13%5.44%
2009-6.44%11.66%10.20%3.01%
2008-5.27%-1.57%-5.05%-12.30%
20072.17%3.70%0.48%-1.05%
20062.45%-0.47%4.58%5.18%
2005-0.71%1.83%1.67%0.84%
20042.47%0.24%1.57%7.19%
2003-2.47%10.39%1.20%7.62%
20022.50%-3.91%-8.19%4.72%
2001-2.85%2.64%-5.31%5.61%
20002.05%2.36%7.70%6.17%
1999-0.33%5.11%-4.51%2.63%
19986.95%1.65%-3.81%7.39%
19979.42%6.33%2.65%N/A

Rank in category (by total return)

YTD77
1-month55
3-month29
1-year58
3-year46
5-year46

Load adjusted returns

1-year14.37%
3-year2.69%
5-year7.83%
10-year6.62%