TRIB vs. MSFRX
Compare and contrast key facts about Trinity Biotech plc (TRIB) and MFS Total Return Fund (MSFRX).
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: TRIB or MSFRX.
Key characteristics
| TRIB | MSFRX | |
|---|---|---|
| YTD Return | -25.41% | 9.59% |
| 1Y Return | -58.74% | 16.21% |
| 3Y Return (Ann) | -48.83% | 4.10% |
| 5Y Return (Ann) | -25.42% | 7.39% |
| 10Y Return (Ann) | -33.96% | 6.73% |
| Sharpe Ratio | -0.54 | 2.10 |
| Daily Std Dev | 102.65% | 7.82% |
| Max Drawdown | -98.96% | -36.74% |
| Current Drawdown | -98.91% | -0.05% |
Correlation
The correlation between TRIB and MSFRX 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
TRIB vs. MSFRX - Performance Comparison
In the year-to-date period, TRIB achieves a -25.41% return, which is significantly lower than MSFRX's 9.59% return. Over the past 10 years, TRIB has underperformed MSFRX with an annualized return of -33.96%, while MSFRX has yielded a comparatively higher 6.73% 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
TRIB vs. MSFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Trinity Biotech plc (TRIB) 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.
Dividends
TRIB vs. MSFRX - Dividend Comparison
TRIB has not paid dividends to shareholders, while MSFRX's dividend yield for the trailing twelve months is around 5.89%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
TRIB vs. MSFRX - Drawdown Comparison
The maximum TRIB drawdown since its inception was -98.96%, which is greater than MSFRX's maximum drawdown of -36.74%. Use the drawdown chart below to compare losses from any high point for TRIB and MSFRX. For additional features, visit the drawdowns tool.
Volatility
TRIB vs. MSFRX - Volatility Comparison
Trinity Biotech plc (TRIB) has a higher volatility of 31.46% compared to MFS Total Return Fund (MSFRX) at 1.84%. This indicates that TRIB's price experiences larger fluctuations and is considered to be riskier than MSFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.