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MFS Corporate Bond Fund (MFBFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US55272P2083

CUSIP

55272P208

Issuer

MFS

Inception Date

May 8, 1974

Min. Investment

$1,000

Asset Class

Bond

Expense Ratio

MFBFX features an expense ratio of 0.76%, falling within the medium range.


Expense ratio chart for MFBFX: current value at 0.76% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.76%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MFBFX vs. MFIOX MFBFX vs. IVV MFBFX vs. MHOIX MFBFX vs. MSFRX MFBFX vs. MIGFX MFBFX vs. FCBFX MFBFX vs. VTSAX MFBFX vs. VBTLX MFBFX vs. FXNAX
Popular comparisons:
MFBFX vs. MFIOX MFBFX vs. IVV MFBFX vs. MHOIX MFBFX vs. MSFRX MFBFX vs. MIGFX MFBFX vs. FCBFX MFBFX vs. VTSAX MFBFX vs. VBTLX MFBFX vs. FXNAX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MFS Corporate Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
-0.27%
9.82%
MFBFX (MFS Corporate Bond Fund)
Benchmark (^GSPC)

Returns By Period

MFS Corporate Bond Fund had a return of 0.95% year-to-date (YTD) and 5.69% in the last 12 months. Over the past 10 years, MFS Corporate Bond Fund had an annualized return of 1.91%, while the S&P 500 had an annualized return of 11.26%, indicating that MFS Corporate Bond Fund did not perform as well as the benchmark.


MFBFX

YTD

0.95%

1M

0.87%

6M

-0.27%

1Y

5.69%

5Y*

-0.80%

10Y*

1.91%

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of MFBFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.62%0.95%
2024-0.32%-1.26%1.65%-2.39%1.89%0.71%2.35%1.58%1.64%-2.31%1.18%-1.79%2.78%
20234.43%-3.02%2.74%0.65%-1.47%0.49%0.49%-0.81%-2.65%-2.05%5.93%4.29%8.87%
2022-3.41%-2.12%-2.39%-5.56%0.64%-3.67%3.53%-2.90%-5.28%-0.66%4.92%-0.63%-16.68%
2021-1.39%-2.05%-1.31%1.21%0.34%1.87%1.25%-0.24%-0.96%-0.06%-0.33%-2.72%-4.42%
20202.34%1.17%-6.89%5.86%1.92%1.82%3.61%-1.23%-0.43%-0.12%2.72%-0.62%10.02%
20192.47%0.50%2.49%0.56%1.28%2.40%0.68%3.04%-0.62%0.52%0.17%0.16%14.46%
2018-0.96%-1.69%0.10%-0.92%0.33%-0.63%0.78%0.63%-0.48%-1.45%-0.11%1.21%-3.18%
20170.42%1.08%-0.24%1.06%1.12%0.33%0.83%0.62%-0.16%0.32%-0.18%0.74%6.09%
20160.43%0.95%2.49%1.43%-0.24%1.85%1.54%0.33%-0.23%-0.78%-2.49%0.50%5.82%
20152.46%-0.19%0.22%-0.34%-0.50%-1.64%0.51%-0.73%0.22%0.95%-0.37%-0.85%-0.32%
20141.39%1.18%-0.05%0.96%1.23%0.23%-0.56%1.43%-1.47%1.08%0.38%-0.19%5.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MFBFX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MFBFX is 4646
Overall Rank
The Sharpe Ratio Rank of MFBFX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of MFBFX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of MFBFX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of MFBFX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of MFBFX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MFS Corporate Bond Fund (MFBFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MFBFX, currently valued at 1.05, compared to the broader market-1.000.001.002.003.004.001.051.74
The chart of Sortino ratio for MFBFX, currently valued at 1.54, compared to the broader market0.002.004.006.008.0010.0012.001.542.36
The chart of Omega ratio for MFBFX, currently valued at 1.18, compared to the broader market1.002.003.004.001.181.32
The chart of Calmar ratio for MFBFX, currently valued at 0.34, compared to the broader market0.005.0010.0015.0020.000.342.62
The chart of Martin ratio for MFBFX, currently valued at 2.99, compared to the broader market0.0020.0040.0060.0080.002.9910.69
MFBFX
^GSPC

The current MFS Corporate Bond Fund Sharpe ratio is 1.05. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of MFS Corporate Bond Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.05
1.74
MFBFX (MFS Corporate Bond Fund)
Benchmark (^GSPC)

Dividends

Dividend History

MFS Corporate Bond Fund provided a 4.47% dividend yield over the last twelve months, with an annual payout of $0.55 per share. The fund has been increasing its distributions for 3 consecutive years.


2.50%3.00%3.50%4.00%4.50%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.55$0.55$0.48$0.38$0.37$0.41$0.45$0.42$0.44$0.45$0.52$0.50

Dividend yield

4.47%4.48%3.83%3.19%2.52%2.57%3.03%3.16%3.08%3.27%3.87%3.61%

Monthly Dividends

The table displays the monthly dividend distributions for MFS Corporate Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.05$0.00$0.05
2024$0.00$0.04$0.09$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.55
2023$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.48
2022$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.38
2021$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.37
2020$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.03$0.03$0.03$0.03$0.03$0.41
2019$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.03$0.45
2018$0.03$0.03$0.03$0.03$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.42
2017$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.03$0.44
2016$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.45
2015$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.07$0.52
2014$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.50

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-10.59%
-0.43%
MFBFX (MFS Corporate Bond Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MFS Corporate Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Corporate Bond Fund was 25.56%, occurring on Oct 21, 2022. The portfolio has not yet recovered.

The current MFS Corporate Bond Fund drawdown is 10.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.56%Dec 1, 2020477Oct 21, 2022
-15.1%Jan 24, 2008212Nov 24, 2008144Jun 23, 2009356
-14.93%Dec 29, 1993224Nov 7, 1994235Oct 2, 1995459
-14.93%Mar 9, 202010Mar 20, 202056Jun 10, 202066
-13.57%Dec 1, 1986231Oct 19, 1987261Oct 18, 1988492

Volatility

Volatility Chart

The current MFS Corporate Bond Fund volatility is 1.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
1.39%
3.01%
MFBFX (MFS Corporate Bond Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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