MFS Active Core Plus Bond ETF (MFSB) Performance
MFSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.6% since Dec 31, 2025
- 1 year
- −0.6% total return
- Since first price
- +4.7% since 2024
MFSB trailing returns vs AGG, TLT, SPY
| Period | MFSB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.5% | +0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.6% | −1.8% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.3% | −3.6% | −1.5% | −3.8% | +7.8% |
| YTD | −0.6% | −4.0% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.6% | −5.1% | −1.1% | −6.9% | +14.4% |
| Since inceptionDec 5, 2024 | +4.7% | −3.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: MFSB vs AGG
From Dec 5, 2024: MFSB grew to $10,471, AGG to $10,419.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
MFSB returns by calendar year
1 of 1 full years positive. Best 2025 (+7.0%), worst 2025 (+7.0%). 2026 is year to date.
MFSB annual returns table
| Year | MFSB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.6% | −4.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.0% | −2.8% | +7.2% | +4.3% | +17.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
MFSB risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +2.6% |
| Volatility (annualized) | 3.9% |
| Sharpe ratio | -0.31 |
| Sortino ratio | -0.39 |
| Best month | +2.0% |
| Worst month | −2.7% |
| Best 12 months | +7.1% |
| Worst 12 months | −1.3% |
| Positive months | 67% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
MFSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 11 | −1.3% | +4.6% | +7.1% | 82% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
MFSB performance overview
MFS Active Core Plus Bond ETF (MFSB) returned −0.6% over the past year, with distributions reinvested. Since its first recorded price on Dec 5, 2024 it has returned +4.7%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: MFSB chart, MFSB dividends, MFSB bond profile. See the MFSB overview for the latest quote and fund facts.
MFSB performance FAQ
What is the MFSB return over the past year?
MFSB returned −0.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.1%.
How much would $10,000 invested in MFSB be worth?
$10,000 invested in MFSB at its first recorded close on December 5, 2024 would be worth about $10,471 on October 23, 2026 with distributions reinvested.
How volatile is MFSB?
Over the past history MFSB had an annualized volatility of 3.9% and a Sharpe ratio of -0.31 (excess return over 1–3 month T-bills per unit of risk).