MFS Global Opportunistic Bond Fund (MGBJX)
The fund normally invests at least 80% of the fund's net assets in debt instruments of U.S. and foreign issuers, including emerging markets issuers. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, securitized instruments, and other obligations to repay money borrowed.
Fund Info
US5527465968
Jun 1, 2010
$0
Expense Ratio
MGBJX features an expense ratio of 0.68%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Global Opportunistic 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.
Returns By Period
MFS Global Opportunistic Bond Fund had a return of 0.27% year-to-date (YTD) and 5.02% in the last 12 months. Over the past 10 years, MFS Global Opportunistic Bond Fund had an annualized return of 1.38%, while the S&P 500 had an annualized return of 11.26%, indicating that MFS Global Opportunistic Bond Fund did not perform as well as the benchmark.
MGBJX
0.27%
0.39%
0.27%
5.02%
0.06%
1.38%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of MGBJX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.52% | 0.27% | |||||||||||
| 2024 | -0.54% | -0.70% | 1.27% | -2.08% | 0.79% | 0.78% | 2.16% | 1.26% | 1.24% | -1.90% | 1.51% | -0.95% | 2.76% |
| 2023 | 3.38% | -1.51% | 1.65% | 0.49% | -0.89% | 0.24% | 0.23% | -0.48% | -2.49% | -1.10% | 4.46% | 4.67% | 8.68% |
| 2022 | -1.83% | -1.98% | -1.09% | -3.11% | -0.68% | -2.91% | 3.07% | -1.96% | -3.27% | -0.16% | 3.50% | -2.65% | -12.56% |
| 2021 | -1.01% | -1.75% | -1.56% | 1.22% | 0.14% | 0.67% | 0.77% | -0.07% | -0.81% | -0.82% | 0.03% | -2.56% | -5.66% |
| 2020 | 1.28% | 0.27% | -4.73% | 2.44% | 1.60% | 1.78% | 3.68% | 0.20% | -0.42% | 0.21% | 2.62% | 0.10% | 9.15% |
| 2019 | 1.82% | -0.28% | 1.33% | -0.06% | 1.54% | 2.65% | -0.38% | 2.16% | -0.91% | 0.72% | -1.02% | 0.64% | 8.43% |
| 2018 | 1.48% | -0.96% | 0.81% | -1.72% | -1.17% | -0.39% | -0.04% | -0.14% | -0.72% | -1.43% | 0.08% | 2.21% | -2.02% |
| 2017 | 1.21% | 0.38% | 0.26% | 1.31% | 1.52% | 0.14% | 1.85% | 0.92% | -1.09% | -0.20% | 0.93% | 0.36% | 7.80% |
| 2016 | 0.50% | 2.17% | 3.06% | 1.73% | -1.43% | 2.86% | 1.24% | -0.20% | 0.35% | -2.60% | -4.48% | -0.33% | 2.62% |
| 2015 | 0.02% | -0.85% | -0.99% | 0.83% | -2.04% | -0.80% | 0.02% | 0.02% | 0.26% | 0.38% | -1.51% | 0.38% | -4.21% |
| 2014 | -1.18% | 2.62% | 1.49% | 1.16% | 1.36% | 1.04% | -0.93% | 0.42% | -3.84% | 0.63% | -0.89% | -2.53% | -0.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MGBJX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Global Opportunistic Bond Fund (MGBJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Global Opportunistic Bond Fund provided a 3.27% dividend yield over the last twelve months, with an annual payout of $0.27 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.27 | $0.27 | $0.20 | $0.15 | $0.21 | $0.19 | $0.20 | $0.19 | $0.14 | $0.14 | $0.16 | $0.35 |
Dividend yield | 3.27% | 3.32% | 2.41% | 1.95% | 2.37% | 1.98% | 2.18% | 2.20% | 1.61% | 1.71% | 1.89% | 3.98% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Global Opportunistic Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.02 | $0.00 | $0.02 | ||||||||||
| 2024 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.27 |
| 2023 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.20 |
| 2022 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.15 |
| 2021 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.07 | $0.21 |
| 2020 | $0.02 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.06 | $0.19 |
| 2019 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.20 |
| 2018 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.19 |
| 2017 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.14 |
| 2016 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.14 |
| 2015 | $0.02 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.16 |
| 2014 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.35 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Global Opportunistic 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 Global Opportunistic Bond Fund was 20.52%, occurring on Oct 21, 2022. The portfolio has not yet recovered.
The current MFS Global Opportunistic Bond Fund drawdown is 8.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.52% | Dec 17, 2020 | 465 | Oct 21, 2022 | — | — | — |
| -13.7% | May 9, 2013 | 631 | Nov 6, 2015 | 909 | Jun 20, 2019 | 1540 |
| -11.49% | Mar 10, 2020 | 7 | Mar 18, 2020 | 81 | Jul 14, 2020 | 88 |
| -7% | Nov 5, 2010 | 28 | Dec 15, 2010 | 117 | Jun 3, 2011 | 145 |
| -5.08% | Aug 22, 2011 | 68 | Nov 25, 2011 | 198 | Sep 11, 2012 | 266 |
Volatility
Volatility Chart
The current MFS Global Opportunistic Bond Fund volatility is 1.05%, 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.