MRBJX
MFS Total Return Bond-R4
$9.43
-0.01 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Intermediate Bond |
|---|---|
| Market Cap | 7807.239M |
| 52 Week High | 9.44 |
| 52 Week Low | 8.52 |
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Key Data
| Symbol | MRBJX |
|---|---|
| Type | Mutual Fund |
| Category | Intermediate Bond |
| Price | 9.43 |
| Price Yesterday | 9.44 |
| Market Cap | 7,807.24 |
| YTD Return | 0.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0045 |
Overview
| 52 Week High | 9.44 |
|---|---|
| 52 Week Low | 8.52 |
| Market Cap | 7,807.24M |
| Shares Outstanding | 827.92M |
| Income Dividend Yield | 4.26% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.26% |
Returns Annualized
| One Day | -23.46% |
|---|---|
| Five Days | 80.75% |
| One Months | 16.42% |
| Three Months | 7.59% |
| Six Months | 3.25% |
| Nine Months | 11.41% |
| One Year | 6.21% |
| Three Years | -2.47% |
| Five Years | 0.63% |
| Ten Years | 1.78% |
| YTD | 1.20% |
| Since Inception | 3.50% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 1.18% |
| One Month | 1.21% |
| Three Months | 1.81% |
| Six Months | 1.58% |
| Nine Months | 8.34% |
| One Year | 6.21% |
| Three Years | -7.19% |
| Five Years | 3.18% |
| Ten Years | 19.19% |
| YTD | 0.62% |
| Since Inception | 93.83% |
Yearly Returns
| 2024 | 0.62% |
|---|---|
| 2023 | 7.34% |
| 2022 | -13.90% |
| 2021 | -0.91% |
| 2020 | 8.93% |
| 2019 | 9.95% |
| 2018 | -1.04% |
| 2017 | 4.14% |
| 2016 | 3.79% |
| 2015 | -0.39% |
Risk against SP-DA
| Alpha | -9.56% |
|---|---|
| Beta | 0.45 |
| Correlation | 75.75% |
| Downside Deviation | 1.55% |
| Coefficient of determination | 57.39% |
| Standard Deviation | 1.89% |
| Sharpe Ratio | -3.43 |
| Sortino | -14.51 |
| Treynor | 1.87 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -10.05 |