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MHITX: MFS HIGH INCOME FUND A (MUTUAL FUND)
Basic Info 3.05 0(0.0%) May 08
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (100%) |
Start Date: | 01/30/1980 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 6.03% |
Expenses | 0.88% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1986 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 1.9 | 10.0 | 1.4 | 3.1 | 3.5 | 7.3 | 5.6 | 6.4 | 11.1 | -10.5 | 3.2 | 4.4 | 14.5 | -3.2 | 6.2 | 13.5 | -3.7 | 2.3 | 6.4 | 14.3 | 4.2 | 22.2 | 46.7 | -28.5 | 1.7 | 11.1 | 2.3 | 7.5 | 21.0 | 0.8 | 1.3 | -7.0 | 7.0 | 1.0 | 12.9 | 12.6 | 17.2 | -2.6 | 19.4 | 17.0 | 48.9 | -16.7 | -2.0 | 11.5 | 0.3 | 9.4 | 23.5 | -0.3 | 26.7 | 35.8 | 7.3 | 5.8 |
Sharpe Ratio | NA | -0.28 | 0.84 | -0.19 | 0.18 | 0.39 | NA | NA | 0.73 | 1.13 | -1.47 | 1.03 | 0.39 | 3.83 | -1.22 | 1.82 | 2.31 | -0.8 | 0.58 | 1.66 | 4.19 | 0.73 | 2.78 | 6.04 | -2.52 | -0.27 | 2.36 | 0.03 | 1.8 | 5.35 | -0.06 | -0.17 | -2.56 | 1.04 | -0.47 | 2.79 | 2.4 | 3.8 | -1.39 | 5.65 | 4.67 | 10.65 | -3.11 | -1.82 | 2.69 | -0.77 | 1.28 | 5.59 | -0.95 | 4.33 | 3.76 | -0.11 | -0.18 |
Draw Down(%) | NA | 2.0 | 3.6 | 15.5 | 19.3 | 19.3 | NA | NA | 36.9 | 4.6 | 15.3 | 2.5 | 19.3 | 1.2 | 5.2 | 2.3 | 5.2 | 8.8 | 5.6 | 5.2 | 2.9 | 9.1 | 5.3 | 9.4 | 35.8 | 6.9 | 2.8 | 5.9 | 5.7 | 3.3 | 7.9 | 12.1 | 11.2 | 3.6 | 12.3 | 2.4 | 1.4 | 1.2 | 7.0 | 0.8 | 2.1 | 1.1 | 18.5 | 8.2 | 1.0 | 10.1 | 2.1 | 0.9 | 12.8 | 2.7 | 3.4 | 17.3 | 8.0 |
Standard Deviation(%) | NA | 4.3 | 5.1 | 6.3 | 7.0 | 5.9 | NA | NA | 6.6 | 6.1 | 8.2 | 3.1 | 10.9 | 3.4 | 3.7 | 3.1 | 5.7 | 4.7 | 4.0 | 3.8 | 3.4 | 5.6 | 8.0 | 7.7 | 11.6 | 4.7 | 3.3 | 4.0 | 3.7 | 3.8 | 4.6 | 6.1 | 4.3 | 3.6 | 4.8 | 3.3 | 3.8 | 3.5 | 4.0 | 3.1 | 3.1 | 4.2 | 7.0 | 4.2 | 2.5 | 4.8 | 4.0 | 3.3 | 7.4 | 4.7 | 7.5 | 25.4 | 9.6 |
Treynor Ratio | NA | -0.01 | 0.05 | -0.01 | 0.01 | 0.02 | NA | NA | 0.09 | 0.07 | -0.12 | 0.04 | 0.04 | 0.17 | -0.05 | 0.07 | 0.13 | -0.04 | 0.02 | 0.07 | 0.17 | 0.04 | 0.25 | 0.43 | -0.25 | -0.01 | 0.08 | 0.0 | 0.08 | 0.24 | 0.0 | -0.02 | -0.12 | 0.06 | -0.02 | 0.22 | 0.11 | 0.19 | -0.09 | 0.4 | 0.28 | 0.68 | -0.21 | -0.07 | 0.14 | -0.11 | 0.65 | 1.09 | -1.11 | 1.61 | -10.06 | -0.55 | -0.83 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.04 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.0 | -0.01 | -0.03 | 0.03 | 0.02 | 0.04 | 0.04 | 0.03 | 0.01 | 0.05 | 0.05 | 0.12 | 0.01 | 0.04 | 0.03 | 0.01 | 0.02 | 0.06 | -0.02 | 0.07 | 0.09 | 0.0 | 0.0 |
Beta | NA | 0.93 | 0.9 | 0.99 | 0.98 | 0.97 | NA | NA | 0.56 | 0.95 | 1.02 | 0.82 | 0.98 | 0.77 | 0.83 | 0.76 | 1.02 | 1.01 | 1.0 | 0.94 | 0.83 | 0.95 | 0.87 | 1.09 | 1.15 | 1.01 | 1.02 | 1.06 | 0.85 | 0.84 | 0.77 | 0.66 | 0.89 | 0.62 | 0.98 | 0.42 | 0.82 | 0.69 | 0.62 | 0.43 | 0.52 | 0.66 | 1.02 | 1.11 | 0.49 | 0.35 | 0.08 | 0.17 | 0.06 | 0.13 | -0.03 | 0.05 | 0.02 |
RSquared | NA | 0.64 | 0.7 | 0.81 | 0.85 | 0.81 | NA | NA | 0.21 | 0.76 | 0.88 | 0.39 | 0.92 | 0.58 | 0.67 | 0.52 | 0.8 | 0.74 | 0.74 | 0.61 | 0.57 | 0.81 | 0.23 | 0.76 | 0.79 | 0.76 | 0.64 | 0.64 | 0.55 | 0.56 | 0.61 | 0.62 | 0.59 | 0.15 | 0.4 | 0.1 | 0.36 | 0.17 | 0.25 | 0.09 | 0.15 | 0.21 | 0.57 | 0.45 | 0.18 | 0.08 | 0.0 | 0.06 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.6 | 6.0 | 4.7 | 4.7 | 4.6 | 7.6 | 5.9 | N/A | 4.8 | 3.8 | 3.8 | 3.5 | 3.8 | 3.5 | 3.8 | 7.6 | 6.9 | 6.7 | 6.7 | 7.1 | 6.9 | 13.3 | 10.0 | 6.5 | 7.7 | 7.1 | 6.5 | 5.1 | 6.6 | 9.4 | 10.5 | 9.6 | 9.4 | 8.7 | 9.0 | 9.3 | 10.0 | 8.9 | 9.3 | 10.6 | 16.7 | 13.1 | 12.1 | 12.3 | 13.4 | 13.4 | 14.5 | 12.6 | 14.1 | 16.6 | 14.8 | 14.5 |
Dividend Growth(%) | N/A | -42.9 | 12.1 | 3.5 | -11.1 | -39.9 | -45.8 | N/A | N/A | 7.7 | 0.0 | 8.3 | 0.0 | 0.0 | -7.7 | -45.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -44.2 | 79.2 | 0.0 | -20.0 | 11.1 | 3.8 | 30.0 | -13.0 | -36.1 | -18.2 | -8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.3 | -8.0 | -16.7 | -10.4 | -6.9 | -2.7 | -19.6 | -4.2 | 0.0 | 0.0 | 0.0 | 0.0 | 2.1 | -6.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1986
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