Correlation
The correlation between MFBFX and MSFRX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
MFBFX vs. MSFRX
Compare and contrast key facts about MFS Corporate Bond Fund (MFBFX) and MFS Total Return Fund (MSFRX).
MFBFX is managed by MFS. It was launched on May 8, 1974. MSFRX is managed by MFS. It was launched on Oct 5, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFBFX or MSFRX.
Performance
MFBFX vs. MSFRX - Performance Comparison
Loading data...
Key characteristics
MFBFX:
1.10
MSFRX:
0.81
MFBFX:
1.38
MSFRX:
0.95
MFBFX:
1.16
MSFRX:
1.13
MFBFX:
0.43
MSFRX:
0.68
MFBFX:
2.56
MSFRX:
2.34
MFBFX:
2.03%
MSFRX:
2.67%
MFBFX:
5.55%
MSFRX:
9.70%
MFBFX:
-22.83%
MSFRX:
-36.74%
MFBFX:
-6.69%
MSFRX:
-2.46%
Returns By Period
In the year-to-date period, MFBFX achieves a 1.53% return, which is significantly lower than MSFRX's 2.36% return. Over the past 10 years, MFBFX has underperformed MSFRX with an annualized return of 2.43%, while MSFRX has yielded a comparatively higher 6.34% annualized return.
MFBFX
1.53%
-0.35%
0.48%
6.07%
2.51%
-0.07%
2.43%
MSFRX
2.36%
1.69%
-2.15%
7.78%
5.76%
7.61%
6.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFBFX vs. MSFRX - Expense Ratio Comparison
MFBFX has a 0.76% expense ratio, which is higher than MSFRX's 0.72% expense ratio.
Risk-Adjusted Performance
MFBFX vs. MSFRX — Risk-Adjusted Performance Rank
MFBFX
MSFRX
MFBFX vs. MSFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Corporate Bond Fund (MFBFX) and MFS Total Return Fund (MSFRX). 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.
Loading data...
Dividends
MFBFX vs. MSFRX - Dividend Comparison
MFBFX's dividend yield for the trailing twelve months is around 4.54%, less than MSFRX's 8.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFBFX MFS Corporate Bond Fund | 4.54% | 4.48% | 3.83% | 3.28% | 5.61% | 3.48% | 3.03% | 3.16% | 3.08% | 3.27% | 3.87% | 3.61% |
MSFRX MFS Total Return Fund | 8.59% | 8.67% | 6.19% | 5.38% | 8.33% | 6.93% | 3.22% | 4.99% | 5.67% | 3.54% | 5.77% | 4.58% |
Drawdowns
MFBFX vs. MSFRX - Drawdown Comparison
The maximum MFBFX drawdown since its inception was -22.83%, smaller than the maximum MSFRX drawdown of -36.74%. Use the drawdown chart below to compare losses from any high point for MFBFX and MSFRX.
Loading data...
Volatility
MFBFX vs. MSFRX - Volatility Comparison
The current volatility for MFS Corporate Bond Fund (MFBFX) is 1.41%, while MFS Total Return Fund (MSFRX) has a volatility of 2.69%. This indicates that MFBFX experiences smaller price fluctuations and is considered to be less risky than MSFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...