Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHIGX (MFS HIGH INCOME FUND R1) | 0.27% | 5.25% | 7.02% | 2.80% | 3.90% | 3.88% | 4.38% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHIGX (MFS HIGH INCOME FUND R1) | 04/08/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.25 | 7.02 | 2.80 | 3.90 | 3.88 | 4.38 | … | … | 0.27 | 7.67 | 5.83 | 11.37 | -11.18 | 2.43 | 3.95 | 13.23 | -3.75 | 5.29 | 12.48 | -4.82 | 1.69 | 5.60 | 13.23 | 3.38 | 13.56 | 46.14 | -29.16 | 0.92 | 10.00 | -2.56 |
| Sharpe Ratio | NA | 0.91 | 0.99 | 0.05 | 0.42 | NA | NA | … | … | -0.43 | 1.21 | 0.58 | 1.33 | -1.54 | 0.79 | 0.34 | 3.84 | -1.39 | 1.84 | 2.27 | -1.05 | 0.44 | 1.53 | 3.77 | 0.57 | 2.99 | 5.80 | -2.55 | -0.47 | 2.16 | -1.71 |
| Standard Deviation(%) | NA | 3.74 | 4.31 | 5.40 | 5.57 | NA | NA | … | … | 4.29 | 3.97 | 3.84 | 5.85 | 8.21 | 3.07 | 11.00 | 3.06 | 3.70 | 2.52 | 5.39 | 4.64 | 3.83 | 3.64 | 3.52 | 5.89 | 4.51 | 7.94 | 11.76 | 4.79 | 3.06 | 3.44 |
| Draw Down(%) | NA | 2.70 | 3.60 | 15.84 | 19.34 | NA | NA | … | … | 2.70 | 3.43 | 1.96 | 4.26 | 15.70 | 2.62 | 19.34 | 1.18 | 5.29 | 2.02 | 4.97 | 9.42 | 5.54 | 5.56 | 2.66 | 9.42 | 5.33 | 9.48 | 35.94 | 6.99 | 2.63 | 4.35 |
| Yield(%) | 0.00 | 5.16 | 5.47 | 4.37 | 4.34 | 4.41 | 4.65 | … | … | 1.84 | 5.57 | 5.39 | 5.25 | 3.81 | 3.59 | 3.66 | 4.25 | 3.91 | 4.05 | 4.97 | 4.58 | 4.81 | 5.15 | 6.04 | 6.22 | 6.34 | 9.71 | 6.68 | 6.85 | 7.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIGX (MFS HIGH INCOME FUND R1) |
-9.30%
Nov 2005 – Nov 2008 |
-0.39%
Sep 2017 – Sep 2022 |
2.00%
Sep 2012 – Sep 2022 |
3.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIGX (MFS HIGH INCOME FUND R1) |
21.73%
Feb 2009 – Feb 2012 |
16.64%
Nov 2008 – Nov 2013 |
9.31%
Nov 2008 – Nov 2018 |
7.00%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart