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MHIJX: MFS HIGH INCOME FUND R4 (MUTUAL FUND)
Basic Info 3.06 0(0.0%) May 20
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/06/2005 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 6.29% |
Expenses | 0.88% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 1.4 | 10.4 | 1.7 | 3.5 | 3.6 | 7.4 | 5.3 | 12.9 | -10.6 | 3.5 | 5.0 | 14.7 | -3.0 | 6.4 | 13.7 | -3.8 | 2.7 | 6.7 | 14.4 | 4.5 | 22.3 | 47.3 | -28.2 | 2.0 | 11.2 | -2.6 |
Sharpe Ratio | NA | 0.04 | 1.25 | -0.1 | 0.26 | 0.43 | NA | 0.7 | 1.38 | -1.46 | 1.07 | 0.43 | 4.12 | -1.18 | 1.76 | 2.32 | -0.84 | 0.68 | 1.8 | 3.82 | 0.78 | 2.94 | 6.05 | -2.49 | -0.21 | 2.47 | -1.69 |
Draw Down(%) | NA | 2.0 | 3.7 | 15.1 | 19.3 | 19.3 | NA | 36.5 | 4.6 | 15.1 | 2.5 | 19.3 | 1.2 | 5.1 | 2.0 | 5.2 | 8.7 | 5.6 | 5.2 | 2.9 | 9.0 | 5.3 | 9.4 | 35.6 | 6.9 | 2.8 | 4.3 |
Standard Deviation(%) | NA | 4.3 | 5.3 | 6.3 | 7.1 | 5.9 | NA | 6.1 | 6.3 | 8.2 | 3.2 | 11.0 | 3.2 | 3.7 | 3.3 | 5.8 | 4.6 | 4.0 | 3.7 | 3.8 | 5.7 | 7.6 | 7.8 | 11.7 | 4.7 | 3.2 | 3.4 |
Treynor Ratio | NA | 0.0 | 0.07 | -0.01 | 0.02 | 0.03 | NA | 0.04 | 0.09 | -0.12 | 0.04 | 0.05 | 0.19 | -0.05 | 0.07 | 0.13 | -0.04 | 0.03 | 0.07 | 0.15 | 0.05 | 0.26 | 0.43 | -0.25 | -0.01 | 0.08 | -0.1 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.04 | 0.01 | -0.02 | 0.0 | 0.01 | -0.03 |
Beta | NA | 0.96 | 0.95 | 1.01 | 0.99 | 0.98 | NA | 1.01 | 0.99 | 1.02 | 0.97 | 0.99 | 0.71 | 0.84 | 0.86 | 1.05 | 1.01 | 0.99 | 0.92 | 0.96 | 0.98 | 0.85 | 1.09 | 1.16 | 1.01 | 1.0 | 0.6 |
RSquared | NA | 0.64 | 0.72 | 0.81 | 0.85 | 0.82 | NA | 0.74 | 0.79 | 0.87 | 0.51 | 0.92 | 0.54 | 0.7 | 0.56 | 0.82 | 0.75 | 0.75 | 0.64 | 0.63 | 0.84 | 0.24 | 0.75 | 0.79 | 0.76 | 0.65 | 0.28 |
Yield(%) | N/A | 2.6 | N/A | N/A | N/A | N/A | N/A | N/A | 7.2 | 3.8 | 3.8 | 3.5 | 3.8 | 3.5 | 5.3 | 7.6 | 6.9 | 6.7 | 6.6 | 7.1 | 6.9 | 13.3 | 10.0 | 6.5 | 7.7 | 7.1 | 0.0 |
Dividend Growth(%) | N/A | -61.9 | N/A | N/A | N/A | N/A | N/A | N/A | 61.5 | 0.0 | 8.3 | 0.0 | 0.0 | -33.3 | -25.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -44.2 | 79.2 | 0.0 | -20.0 | 11.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
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