MRBIX vs. BCPIX
Compare and contrast key facts about MFS Total Return Bond Fund (MRBIX) and Brandes Core Plus Fixed Income Fund (BCPIX).
MRBIX is managed by MFS. It was launched on Jan 4, 1999. BCPIX is managed by Brandes. It was launched on Dec 28, 2007.
Performance
MRBIX vs. BCPIX - Performance Comparison
Loading graphics...
MRBIX vs. BCPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BCPIX Brandes Core Plus Fixed Income Fund | -0.55% | 6.71% | 1.98% | 6.70% | -10.78% | -0.34% | 5.77% | 6.65% | -0.45% | 2.74% |
Returns By Period
In the year-to-date period, MRBIX achieves a -0.47% return, which is significantly higher than BCPIX's -0.55% return. Over the past 10 years, MRBIX has outperformed BCPIX with an annualized return of 2.00%, while BCPIX has yielded a comparatively lower 1.90% annualized return.
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%
BCPIX
- 1D
- 0.48%
- 1M
- -2.11%
- YTD
- -0.55%
- 6M
- 0.36%
- 1Y
- 3.41%
- 3Y*
- 3.73%
- 5Y*
- 0.90%
- 10Y*
- 1.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MRBIX vs. BCPIX - Expense Ratio Comparison
MRBIX has a 0.45% expense ratio, which is higher than BCPIX's 0.30% expense ratio.
Return for Risk
MRBIX vs. BCPIX — Risk / Return Rank
MRBIX
BCPIX
MRBIX vs. BCPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Total Return Bond Fund (MRBIX) and Brandes Core Plus Fixed Income Fund (BCPIX). 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.
| MRBIX | BCPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.99 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.44 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.71 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.51 | 5.12 | +0.38 |
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
| MRBIX | BCPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.99 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.18 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.46 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.33 | +0.64 |
Correlation
The correlation between MRBIX and BCPIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MRBIX vs. BCPIX - Dividend Comparison
MRBIX's dividend yield for the trailing twelve months is around 3.89%, less than BCPIX's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BCPIX Brandes Core Plus Fixed Income Fund | 4.10% | 4.32% | 3.67% | 2.91% | 2.54% | 1.89% | 1.76% | 2.77% | 2.90% | 2.49% | 2.84% | 2.72% |
Drawdowns
MRBIX vs. BCPIX - Drawdown Comparison
The maximum MRBIX drawdown since its inception was -19.25%, smaller than the maximum BCPIX drawdown of -22.43%. Use the drawdown chart below to compare losses from any high point for MRBIX and BCPIX.
Loading graphics...
Drawdown Indicators
| MRBIX | BCPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.25% | -22.43% | +3.18% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -2.58% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -19.25% | -15.19% | -4.06% |
Max Drawdown (10Y)Largest decline over 10 years | -19.25% | -15.19% | -4.06% |
Current DrawdownCurrent decline from peak | -2.25% | -2.11% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -4.28% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.86% | +0.06% |
Volatility
MRBIX vs. BCPIX - Volatility Comparison
MFS Total Return Bond Fund (MRBIX) and Brandes Core Plus Fixed Income Fund (BCPIX) have volatilities of 1.46% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MRBIX | BCPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 1.42% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 2.36% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.24% | 3.97% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.70% | 5.06% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.90% | 4.16% | +0.74% |