MRBJX
MFS Total Return Bond-R4
$9.21
0.01 (0.11%)
Currency in USD / Last Updated: 4/22/2024
Category | Intermediate Bond |
---|---|
Market Cap | 7612.24M |
52 Week High | 9.514 |
52 Week Low | 8.61 |
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Key Data
Symbol | MRBJX |
---|---|
Type | Mutual Fund |
Category | Intermediate Bond |
Price | 9.21 |
Price Yesterday | 9.2 |
Market Cap | 7,612.24 |
YTD Return | -2.75% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 9.51 |
---|---|
52 Week Low | 8.61 |
Market Cap | 7,612.24M |
Shares Outstanding | 826.52M |
Income Dividend Yield | 4.34% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.34% |
Returns Annualized
One Day | 31.53% |
---|---|
Five Days | 0.00% |
One Months | -22.50% |
Three Months | -5.94% |
Six Months | 14.03% |
Nine Months | 1.50% |
One Year | 1.19% |
Three Years | -3.05% |
Five Years | 0.64% |
Ten Years | 1.61% |
YTD | -8.72% |
Since Inception | 3.36% |
Returns Total
One Day | 0.11% |
---|---|
Five Days | 0.00% |
One Month | -2.00% |
Three Months | -1.52% |
Six Months | 6.72% |
Nine Months | 1.12% |
One Year | 1.19% |
Three Years | -8.86% |
Five Years | 3.22% |
Ten Years | 17.29% |
YTD | -2.75% |
Since Inception | 87.31% |
Yearly Returns
2024 | -2.75% |
---|---|
2023 | 7.33% |
2022 | -13.91% |
2021 | -0.91% |
2020 | 8.93% |
2019 | 9.95% |
2018 | -1.04% |
2017 | 4.13% |
2016 | 3.79% |
2015 | -0.37% |
Risk against SP-DA
Alpha | -10.74% |
---|---|
Beta | 0.37 |
Correlation | 64.18% |
Downside Deviation | 1.43% |
Coefficient of determination | 41.19% |
Standard Deviation | 1.95% |
Sharpe Ratio | -3.26 |
Sortino | -15.45 |
Treynor | -11.51 |
Ulcer Index | 2.49 |
Ulcer Performance Index | -8.86 |