Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHIBX (MFS HIGH INCOME FUND B) | -0.06% | 4.91% | 6.92% | 2.74% | 3.91% | 3.85% | 4.37% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHIBX (MFS HIGH INCOME FUND B) | 09/29/1993 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 4.91 | 6.92 | 2.74 | 3.91 | 3.85 | 4.37 | … | … | -0.06 | 7.73 | 5.83 | 11.37 | -11.17 | 2.43 | 3.65 | 13.56 | -3.74 | 5.34 | 12.47 | -4.82 | 1.69 | 5.31 | 13.23 | 3.38 | 13.89 | 45.53 | -28.87 | 1.09 | 10.00 | 1.69 | 7.09 | 21.69 | 0.11 | 0.78 | -7.67 | 6.26 | 0.36 | 12.12 | 11.66 | 16.06 | -3.42 | 4.06 |
| Sharpe Ratio | NA | 0.94 | 1.00 | 0.05 | 0.42 | NA | NA | … | … | -0.45 | 1.20 | 0.60 | 1.33 | -1.56 | 0.82 | 0.31 | 3.47 | -1.42 | 1.59 | 2.15 | -1.10 | 0.44 | 1.45 | 3.74 | 0.58 | 2.95 | 5.96 | -2.53 | -0.43 | 2.05 | -0.15 | 1.75 | 5.23 | -0.22 | -0.28 | -2.81 | 0.88 | -0.66 | 2.62 | 2.18 | 3.79 | -1.73 | 4.59 |
| Standard Deviation(%) | NA | 3.62 | 4.29 | 5.35 | 5.59 | NA | NA | … | … | 4.11 | 4.04 | 3.70 | 5.86 | 8.13 | 2.92 | 10.87 | 3.48 | 3.62 | 2.96 | 5.71 | 4.42 | 3.78 | 3.64 | 3.56 | 5.79 | 4.68 | 7.62 | 11.75 | 4.82 | 3.23 | 3.79 | 3.48 | 4.01 | 4.72 | 6.02 | 4.23 | 3.30 | 4.73 | 3.20 | 3.65 | 3.19 | 3.76 | 3.16 |
| Draw Down(%) | NA | 2.70 | 3.73 | 15.85 | 19.57 | NA | NA | … | … | 2.70 | 3.73 | 1.63 | 4.26 | 15.70 | 2.33 | 19.57 | 1.47 | 5.30 | 2.02 | 5.27 | 9.42 | 5.54 | 5.56 | 2.66 | 9.34 | 5.03 | 9.48 | 35.94 | 7.20 | 2.89 | 6.16 | 5.85 | 3.35 | 8.26 | 12.36 | 11.67 | 3.91 | 12.40 | 2.48 | 1.45 | 1.17 | 7.73 | 0.56 |
| Yield(%) | 0.00 | 5.16 | 5.47 | 4.37 | 4.36 | 4.41 | 4.66 | … | … | 1.84 | 5.57 | 5.39 | 5.25 | 3.81 | 3.58 | 3.66 | 4.25 | 3.91 | 4.10 | 4.97 | 4.58 | 4.81 | 5.15 | 6.07 | 6.21 | 6.34 | 9.67 | 6.68 | 7.02 | 7.01 | 6.80 | 5.31 | 8.06 | 8.28 | 9.50 | 8.90 | 8.65 | 7.90 | 8.11 | 8.11 | 8.13 | 7.39 | 1.97 |
Data as of 06/03/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIBX (MFS HIGH INCOME FUND B) |
-9.09%
Nov 2005 – Nov 2008 |
-3.58%
Nov 2003 – Nov 2008 |
-0.29%
Nov 1998 – Nov 2008 |
2.24%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIBX (MFS HIGH INCOME FUND B) |
21.74%
Feb 2009 – Feb 2012 |
16.65%
Nov 2008 – Nov 2013 |
9.32%
Nov 2008 – Nov 2018 |
7.00%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart