MSFRX vs. TRIB

In the year-to-date period, MSFRX achieves a 0.82% return, which is significantly higher than TRIB's -14.36% return. Over the past 10 years, MSFRX has outperformed TRIB with an annualized return of 2.37%, while TRIB has yielded a comparatively lower -37.47% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for MFS Total Return Fund (MSFRX) and Trinity Biotech plc (TRIB). 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.

The current MSFRX Sharpe Ratio is -0.13, which is higher than the TRIB Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of MSFRX and TRIB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSFRX's dividend yield for the trailing twelve months is around 8.49%, while TRIB has not paid dividends to shareholders.

The maximum MSFRX drawdown since its inception was -36.74%, smaller than the maximum TRIB drawdown of -99.62%. Use the drawdown chart below to compare losses from any high point for MSFRX and TRIB. For additional features, visit the drawdowns tool.

The current volatility for MFS Total Return Fund (MSFRX) is 3.42%, while Trinity Biotech plc (TRIB) has a volatility of 24.23%. This indicates that MSFRX experiences smaller price fluctuations and is considered to be less risky than TRIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.