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Mfs Income Fund - Class B: (MF: MIOBX)
(NASDAQ Mutual Funds) As of Sep 11, 2024 08:00 PM ET
$6.06 USD
-0.01 (-0.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.96 | 73 |
| 3 months | 4.61 | 42 |
| 6 months | 1.96 | 73 |
| 1 Year | 5.38 | 73 |
| 3 Year | -2.70 | 75 |
| 5 Year | 0.40 | 72 |
| 10 Year | 1.45 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 37.43 |
| Bear Market (10/07 - 2/09) | -14.02 |
| Bull Market (2/09 - 3/21) | 85.91 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | -0.38 |
| 5 Year | -0.34 |
| 10 Year | 1.15 |
| Since Inception | 4.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.15 | 0.04 | NA | NA |
| 2023 | 3.18 | -0.49 | -2.71 | 6.78 |
| 2022 | -5.91 | -6.38 | -4.44 | 1.95 |
| 2021 | -2.95 | 2.29 | -0.33 | -0.12 |
| 2020 | -4.41 | 8.02 | 2.24 | 2.74 |
| 2019 | 4.42 | 3.26 | 2.26 | 0.11 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.96 | 6.65 | -14.19 | -1.17 | 8.46 | 10.40 | -3.09 | 4.67 | 7.07 | -2.69 | 2.20 |
| % Total Return Rel to Index | 0.34 | 1.12 | -1.17 | 0.37 | 0.96 | 1.67 | -3.10 | 1.13 | 4.41 | -3.26 | -3.74 |
| % Total Return Rel to Peer | -0.92 | 0.26 | -4.66 | -1.84 | 2.53 | 2.41 | -1.94 | 0.66 | 1.93 | -0.71 | -0.40 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 4.00 | 2.00 | 1.00 | 5.00 | 2.00 | 2.00 | 5.00 | 4.00 |
| % Dividends | 0.14 | 0.23 | 0.12 | 0.09 | 0.12 | 0.15 | 0.14 | 0.14 | 0.18 | 0.19 | 0.22 |
| % Yield | 2.31 | 3.91 | 2.02 | 1.31 | 1.65 | 2.19 | 2.25 | 2.15 | 2.74 | 3.06 | 3.31 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.06 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.48 | 1.48 | 1.48 | 1.48 | 1.51 | 1.78 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%