# MFS Total Return R2 (MTRRX)

> Source: Nexqual · https://nexqual.com/MTRRX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, MFS Total Return R2 (MTRRX), nexqual.com/MTRRX" · informational, not investment advice.

**Price:** USD 20.39 (-0.68% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 20.53 · day 20.39–20.39 · 52w 19.27–20.79 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +8.7% vs S&P 500 +13.4%; 5Y +27.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +8.7% | +27.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +8.7% | +5.0% |
| Volatility (annualized) | 7.4% | 9.5% |
| Max drawdown | -5.8% (Aug 2026→Sep 2026) | -16.8% (Jan 2022→Sep 2022) |

## Peers
MVRRX (MFS Value Fund Cl R2) USD 53.97 -0.00% · MGALX (MFS Growth Allocation Fund Cl R) USD 26.04 -0.00% · NYVRX (Davis New York Venture Fd Cl R) USD 30.34 -0.00% · MARRX (MFS Moderate Allocation Fund Cl) USD 19.95 -0.00% · MCARX (MFS Conservative Allocation Fun) USD 16.31 +0.00%

## More
Full page: https://nexqual.com/MTRRX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt