BMSIX vs. MRBIX
Compare and contrast key facts about BlackRock Income Fund (BMSIX) and MFS Total Return Bond Fund (MRBIX).
BMSIX is managed by BlackRock. It was launched on Feb 25, 2010. MRBIX is managed by MFS. It was launched on Jan 4, 1999.
Performance
BMSIX vs. MRBIX - Performance Comparison
Loading graphics...
BMSIX vs. MRBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMSIX BlackRock Income Fund | -1.60% | 8.38% | 5.96% | 7.84% | -10.08% | -0.29% | 6.94% | 12.03% | -1.03% | 6.62% |
MRBIX MFS Total Return Bond Fund | -0.47% | 7.35% | 1.77% | 6.45% | -14.52% | -0.84% | 8.83% | 9.96% | -1.03% | 4.15% |
Returns By Period
In the year-to-date period, BMSIX achieves a -1.60% return, which is significantly lower than MRBIX's -0.47% return. Over the past 10 years, BMSIX has outperformed MRBIX with an annualized return of 3.86%, while MRBIX has yielded a comparatively lower 2.00% annualized return.
BMSIX
- 1D
- 0.22%
- 1M
- -2.30%
- YTD
- -1.60%
- 6M
- -0.11%
- 1Y
- 5.03%
- 3Y*
- 6.03%
- 5Y*
- 1.62%
- 10Y*
- 3.86%
MRBIX
- 1D
- 0.53%
- 1M
- -2.25%
- YTD
- -0.47%
- 6M
- 0.50%
- 1Y
- 3.94%
- 3Y*
- 3.80%
- 5Y*
- 0.24%
- 10Y*
- 2.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BMSIX vs. MRBIX - Expense Ratio Comparison
BMSIX has a 0.62% expense ratio, which is higher than MRBIX's 0.45% expense ratio.
Return for Risk
BMSIX vs. MRBIX — Risk / Return Rank
BMSIX
MRBIX
BMSIX vs. MRBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Fund (BMSIX) and MFS Total Return Bond Fund (MRBIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BMSIX | MRBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 1.07 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.77 | 1.55 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.19 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.84 | +0.39 |
Martin ratioReturn relative to average drawdown | 9.30 | 5.51 | +3.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BMSIX | MRBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 1.07 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.04 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.41 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 0.97 | +0.22 |
Correlation
The correlation between BMSIX and MRBIX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BMSIX vs. MRBIX - Dividend Comparison
BMSIX's dividend yield for the trailing twelve months is around 5.33%, more than MRBIX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSIX BlackRock Income Fund | 5.33% | 5.66% | 5.99% | 4.38% | 3.71% | 5.31% | 4.19% | 4.90% | 5.13% | 4.03% | 4.49% | 4.35% |
MRBIX MFS Total Return Bond Fund | 3.89% | 4.21% | 3.69% | 3.42% | 2.39% | 3.42% | 3.00% | 3.06% | 2.87% | 2.65% | 3.02% | 3.76% |
Drawdowns
BMSIX vs. MRBIX - Drawdown Comparison
The maximum BMSIX drawdown since its inception was -18.60%, roughly equal to the maximum MRBIX drawdown of -19.25%. Use the drawdown chart below to compare losses from any high point for BMSIX and MRBIX.
Loading graphics...
Drawdown Indicators
| BMSIX | MRBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.60% | -19.25% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -2.77% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -16.52% | -19.25% | +2.73% |
Max Drawdown (10Y)Largest decline over 10 years | -18.60% | -19.25% | +0.65% |
Current DrawdownCurrent decline from peak | -2.30% | -2.25% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -2.48% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 0.92% | -0.32% |
Volatility
BMSIX vs. MRBIX - Volatility Comparison
The current volatility for BlackRock Income Fund (BMSIX) is 1.24%, while MFS Total Return Bond Fund (MRBIX) has a volatility of 1.46%. This indicates that BMSIX experiences smaller price fluctuations and is considered to be less risky than MRBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BMSIX | MRBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.46% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 1.95% | 2.50% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.99% | 4.24% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.71% | 5.70% | -1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.12% | 4.90% | -0.78% |