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Mfs Income Fund - Class C: (MF: MIOCX)
(NASDAQ Mutual Funds) As of Feb 10, 2026 05:44 PM ET
$5.95 USD
+0.01 (0.17%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.32 | 53 |
| 3 months | 0.45 | 86 |
| 6 months | 3.15 | 60 |
| 1 Year | 6.17 | 62 |
| 3 Year | 3.78 | 78 |
| 5 Year | -0.23 | 81 |
| 10 Year | 2.50 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 36.76 |
| Bear Market (10/07 - 2/09) | -13.96 |
| Bull Market (2/09 - 3/21) | 97.58 |
Load Adjusted Returns as of Jan 31, 2026
| 1 Year | 5.33 |
| 5 Year | -0.37 |
| 10 Year | 2.46 |
| Since Inception | 4.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.26 | 1.36 | 2.00 | 0.62 |
| 2024 | -0.33 | 0.03 | 5.07 | -2.77 |
| 2023 | 3.00 | -0.33 | -2.72 | 6.79 |
| 2022 | -5.78 | -6.39 | -4.62 | 2.13 |
| 2021 | -2.96 | 2.30 | -0.19 | -0.26 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.32 | 6.39 | 1.85 | 6.65 | -14.09 | -1.18 | 8.49 | 10.25 | -3.00 | 4.67 | 7.07 |
| % Total Return Rel to Index | 0.00 | -0.98 | 0.59 | 1.13 | -1.07 | 0.35 | 0.98 | 1.52 | -3.02 | 1.13 | 4.41 |
| % Total Return Rel to Peer | 0.00 | -0.62 | -2.01 | 0.26 | -4.56 | -1.85 | 2.55 | 2.26 | -1.86 | 0.67 | 1.93 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 3.00 | 5.00 | 4.00 | 2.00 | 1.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.01 | 0.23 | 0.24 | 0.23 | 0.12 | 0.09 | 0.12 | 0.15 | 0.14 | 0.14 | 0.18 |
| % Yield | NA | 3.81 | 4.12 | 3.80 | 2.03 | 1.32 | 1.66 | 2.21 | 2.21 | 2.17 | 2.75 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.48 | 1.48 | 1.48 | 1.48 | 1.48 | 1.51 | 1.78 | 1.80 | 1.80 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%