Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMHBX (MFS HIGH INCOME FUND 529B) | NA | -2.36% | 2.52% | 2.66% | 3.70% | 4.05% | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMHBX (MFS HIGH INCOME FUND 529B) | 07/31/2002 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | -2.36 | 2.52 | 2.66 | 3.70 | 4.05 | NA | … | … | -5.02 | 2.83 | 3.61 | 13.52 | -4.07 | 5.29 | 12.48 | -4.57 | 1.69 | 5.32 | 13.24 | 3.39 | 14.98 | 45.54 | -29.07 | 0.79 | 9.92 | 1.38 | 7.89 | 15.17 | 1.75 |
| Sharpe Ratio | NA | -0.61 | 0.30 | 0.34 | 0.64 | NA | NA | … | … | -2.69 | 0.91 | 0.31 | 3.44 | -1.51 | 1.56 | 2.13 | -1.01 | 0.42 | 1.40 | 4.04 | 0.59 | 3.12 | 6.00 | -2.58 | -0.48 | 2.15 | -0.21 | 2.04 | 4.10 | 0.75 |
| Standard Deviation(%) | NA | 4.05 | 6.96 | 5.82 | 5.15 | NA | NA | … | … | 5.27 | 3.09 | 10.88 | 3.52 | 3.57 | 3.01 | 5.74 | 4.54 | 4.00 | 3.78 | 3.29 | 5.66 | 4.77 | 7.58 | 11.60 | 4.66 | 3.10 | 3.81 | 3.39 | 3.53 | 4.27 |
| Draw Down(%) | NA | 6.21 | 19.34 | 19.34 | 19.34 | NA | NA | … | … | 6.21 | 2.03 | 19.34 | 1.18 | 5.30 | 2.02 | 5.28 | 9.19 | 5.82 | 5.30 | 2.95 | 9.36 | 5.04 | 9.56 | 36.08 | 7.01 | 2.64 | 6.25 | 5.20 | 4.21 | 4.89 |
| Yield(%) | 0.00 | 2.94 | 3.50 | 3.63 | 4.24 | 4.46 | 5.21 | … | … | 0.57 | 3.50 | 3.68 | 4.19 | 3.89 | 4.06 | 4.97 | 4.57 | 4.81 | 5.17 | 6.05 | 6.22 | 7.31 | 9.59 | 6.57 | 6.74 | 6.92 | 6.52 | 6.05 | 1.94 | 0.03 |
Data as of 05/06/2022, Common starting date is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMHBX (MFS HIGH INCOME FUND 529B) |
-9.16%
Nov 2005 – Nov 2008 |
-3.54%
Nov 2003 – Nov 2008 |
3.76%
Apr 2012 – Apr 2022 |
4.07%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMHBX (MFS HIGH INCOME FUND 529B) |
21.97%
Feb 2009 – Feb 2012 |
16.77%
Nov 2008 – Nov 2013 |
9.37%
Nov 2008 – Nov 2018 |
6.14%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart