MFS Total Return I (MTRIX) Stock Price & Analysis
MFS Total Return I (MTRIX) closed at USD 20.27 on Friday, October 23, 2026, down 0.69% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 20.41; the Oct 23, 2026 session ranged USD 20.27–20.27 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 19.16–20.67 (NAS). Source: Nexqual, retrieved October 24, 2026 at 08:28 UTC.
Also available as compact Markdown for AI agents: nexqual.com/MTRIX.md
Key facts (MTRIX)
- Total return with dividends: 1Y +9.2% vs S&P 500 +13.4%; 5Y +30.6% vs S&P 500 +76.9%.
Total return (dividends reinvested) (MTRIX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +9.2% | +30.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.3% | +5.5% |
| Volatility (annualized) | 7.4% | 9.5% |
| Max drawdown | -5.8% (Aug 2026→Sep 2026) | -16.5% (Jan 2022→Sep 2022) |
Key Statistics (as of October 24, 2026 at 08:28 UTC)
| Price | USD 20.27 |
|---|---|
| Change | ▼ 0.69% (down) |
| Previous Close | USD 20.41 |
| Open | USD 20.27 |
| Day Range | USD 20.27 – 20.27 |
| 52-Week Range | USD 19.16 – 20.67 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (MTRIX)
Nexqual's technical model rates MTRIX "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 24, 2026 at 08:28 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 62.08 (neutral) |
| vs SMA50 | Above (USD 20.06) |
| MACD | 0.09 (positive) |
Financial Health Score (MTRIX)
Nexqual rates MFS Total Return I's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 08:28 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LAFYX | Lord Abbett Affiliated Fund Inc | USD 22.49 | ▲ 0% |
| LZIEX | Lazard International Equity Por | USD 20.08 | ▲ 0% |
| MFWTX | MFS Global Total Return Fund Cl | USD 18.45 | ▼ 0% |
| MWEIX | MFS Global Equity Fund - Class | USD 43.93 | ▼ 0% |
| MNDIX | MFS Series Trust I MFS New Disc | USD 37.78 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 08:28 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt