MSFRX vs. TRIB
Compare and contrast key facts about MFS Total Return Fund (MSFRX) and Trinity Biotech plc (TRIB).
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: MSFRX or TRIB.
Key characteristics
| MSFRX | TRIB | |
|---|---|---|
| YTD Return | 9.59% | -25.41% |
| 1Y Return | 16.21% | -58.74% |
| 3Y Return (Ann) | 4.10% | -48.83% |
| 5Y Return (Ann) | 7.39% | -25.42% |
| 10Y Return (Ann) | 6.73% | -33.96% |
| Sharpe Ratio | 2.10 | -0.54 |
| Daily Std Dev | 7.82% | 102.65% |
| Max Drawdown | -36.74% | -98.96% |
| Current Drawdown | -0.05% | -98.91% |
Correlation
The correlation between MSFRX and TRIB is 0.14, 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.
Performance
MSFRX vs. TRIB - Performance Comparison
In the year-to-date period, MSFRX achieves a 9.59% return, which is significantly higher than TRIB's -25.41% return. Over the past 10 years, MSFRX has outperformed TRIB with an annualized return of 6.73%, while TRIB has yielded a comparatively lower -33.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MSFRX vs. TRIB - Risk-Adjusted Performance Comparison
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.
Dividends
MSFRX vs. TRIB - Dividend Comparison
MSFRX's dividend yield for the trailing twelve months is around 5.89%, while TRIB has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFRX MFS Total Return Fund | 5.89% | 6.19% | 5.38% | 8.33% | 6.93% | 3.22% | 4.99% | 5.67% | 3.54% | 5.77% | 4.58% | 2.85% |
TRIB Trinity Biotech plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.87% | 1.26% | 0.80% |
Drawdowns
MSFRX vs. TRIB - Drawdown Comparison
The maximum MSFRX drawdown since its inception was -36.74%, smaller than the maximum TRIB drawdown of -98.96%. Use the drawdown chart below to compare losses from any high point for MSFRX and TRIB. For additional features, visit the drawdowns tool.
Volatility
MSFRX vs. TRIB - Volatility Comparison
The current volatility for MFS Total Return Fund (MSFRX) is 1.84%, while Trinity Biotech plc (TRIB) has a volatility of 31.46%. 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.