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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
EAHIX (MFS HIGH INCOME FUND 529A) NA -7.34% 0.92% 2.07% 3.81% 4.93% NA 5.73%
Data as of 07/27/2022, AR inception is 07/31/2002
More Performance Analytics Comparison
Name Start Date End Date
EAHIX (MFS HIGH INCOME FUND 529A) 07/31/2002 07/27/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) 0.00 -7.34 0.92 2.07 3.81 4.93 NA 5.73 -9.69 3.76 4.03 14.38 -3.08 6.03 12.97 -3.90 2.37 6.05 14.02 4.11 15.94 46.72 -28.52 1.42 10.72 1.98 8.60 15.08 2.04
Sharpe Ratio NA -1.58 0.08 0.23 0.65 NA NA 0.83 -3.17 1.17 0.35 3.84 -1.17 1.83 2.18 -0.84 0.58 1.59 4.15 0.70 3.28 6.03 -2.47 -0.34 2.34 -0.05 2.17 4.05 1.00
Standard Deviation(%) NA 4.86 7.00 5.88 5.20 NA NA 5.59 5.40 3.20 10.72 3.38 3.76 2.96 5.83 4.69 4.05 3.78 3.39 5.84 4.84 7.73 11.87 4.75 3.18 3.94 3.52 3.55 3.93
Draw Down(%) NA 9.69 19.29 19.29 19.29 NA NA 37.03 9.69 2.04 19.29 1.48 5.20 2.02 5.22 9.16 5.66 5.25 2.89 9.15 5.04 9.45 35.78 6.96 2.59 5.90 4.93 4.21 4.89
Yield(%) 0.00 3.57 4.15 4.29 4.90 5.46 5.91 6.22 1.40 4.26 4.40 5.00 4.60 4.76 5.73 5.26 5.47 5.86 6.77 6.92 8.18 10.54 7.22 7.36 7.66 7.09 6.71 2.17 0.03
Data as of 07/27/2022, AR inception is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EAHIX (MFS HIGH INCOME FUND 529A) -8.52%
Nov 2005 - Nov 2008
-2.89%
Nov 2003 - Nov 2008
3.90%
Jun 2012 - Jun 2022
4.43%
May 2007 - May 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EAHIX (MFS HIGH INCOME FUND 529A) 22.93%
Feb 2009 - Feb 2012
17.65%
Nov 2008 - Nov 2013
10.16%
Nov 2008 - Nov 2018
6.84%
Oct 2002 - Oct 2017
Annualized Rolling Returns Comparison Chart