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Performance analysis of MFSB (MFS ACTIVE CORE PLUS BOND ETF)

Annual Return

Since Dec 5, 2024, MFSB has had an average annual return of +3.89%, underperforming the benchmark SPY, which returned +14.65% annual.

202620252024
+0.57%+7.40%-1.50%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.28%+1.56%-2.00%+0.57%+0.44%+0.31%-0.56%+0.57%
2025+0.15%+1.99%-0.09%+0.23%-0.24%+1.81%-0.05%+1.09%+1.24%+0.61%+0.53%-0.08%+7.40%
2024-1.50%-1.50%

Drawdown analysis of MFSB (MFS ACTIVE CORE PLUS BOND ETF)

The maximum drawdown for the MFSB was -3.19%, occurring on Jan 14, 2025. Recovery took 28 trading sessions.

The current MFSB drawdown is -1.25%.

DepthStartTo BottomBottomTo RecoverEndTotal
-3.19%Dec 6, 202424Jan 14, 202528Feb 25, 202552
-2.75%Apr 4, 20255Apr 11, 202547Jun 20, 202552
-2.70%Feb 27, 202620Mar 27, 2026OngoingOngoingOngoing
-0.98%Oct 27, 20257Nov 5, 202515Nov 26, 202522
-0.98%Jun 30, 202510Jul 15, 202510Jul 29, 202520
-0.97%Mar 3, 202518Mar 27, 20253Apr 1, 202521
-0.79%Nov 26, 20258Dec 9, 202524Jan 14, 202632
-0.67%Jan 14, 20263Jan 20, 202612Feb 5, 202615
-0.61%Sep 16, 20257Sep 25, 202512Oct 13, 202519
-0.49%Aug 13, 20256Aug 21, 20254Aug 27, 202510
-0.35%Jul 29, 20251Jul 30, 20252Aug 1, 20253
-0.27%Aug 5, 20253Aug 8, 20253Aug 13, 20256
-0.26%Jun 26, 20251Jun 27, 20251Jun 30, 20252
-0.20%Feb 17, 20261Feb 18, 20263Feb 23, 20264
-0.16%Feb 26, 20251Feb 27, 20251Feb 28, 20252
-0.15%Apr 1, 20251Apr 2, 20251Apr 3, 20252
-0.14%Oct 22, 20251Oct 23, 20252Oct 27, 20253
-0.12%Feb 10, 20261Feb 11, 20261Feb 12, 20262
-0.10%Sep 11, 20251Sep 12, 20251Sep 15, 20252
-0.10%Sep 2, 20251Sep 3, 20251Sep 4, 20252
-0.08%Aug 28, 20251Aug 29, 20251Sep 2, 20252
-0.07%Sep 8, 20251Sep 9, 20251Sep 10, 20252
-0.06%Oct 16, 20251Oct 17, 20252Oct 21, 20253
-0.05%Feb 24, 20261Feb 25, 20261Feb 26, 20262