See what your fund actually adds
MFS Active Core Plus Bond ETF MFSB
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MFSB | Replication |
|---|---|---|
| Annualized growth | 1.9% | 1.5% |
| Annualized volatility | 4.1% | 4.1% |
| Sharpe ratio | 0.49 | 0.38 |
| Maximum drawdown | 4.0% | 4.1% |
| Replication fit (R²) | 0.99 · Tracking error 0.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model MFSB’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCSH | FI · Short Corp | 29.5% |
| AGG | FI · Aggregate | 18.8% |
| SPTL | FI · Long Gov | 18.0% |
| VGIT | FI · Intermediate Gov | 18.0% |
| SPHY | FI · High Yield | 15.7% |