Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MHIIX (MFS HIGH INCOME FUND I) | 3.77% | 7.10% | 7.61% | 4.13% | 4.40% | 5.47% | 5.42% | 3.97% |
Data as of 07/21/2025, AR inception is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHIIX (MFS HIGH INCOME FUND I) | 01/30/1997 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 7.10 | 7.61 | 4.13 | 4.40 | 5.47 | 5.42 | 3.97 | 3.77 | 6.32 | 12.52 | -10.35 | 3.46 | 4.71 | 14.39 | -2.76 | 6.40 | 13.75 | -3.86 | 2.72 | 6.68 | 14.09 | 4.48 | 15.06 | 47.24 | -28.19 | 2.05 | 11.36 | 2.61 | 8.46 | 15.52 | -8.64 | -8.83 | -15.86 | 2.14 | 1.07 | 12.82 |
| Sharpe Ratio | NA | 0.87 | 0.85 | 0.40 | 0.49 | NA | NA | 0.43 | 0.75 | -0.07 | 1.38 | -1.44 | 1.10 | 0.41 | 4.01 | -1.09 | 2.10 | 2.30 | -0.84 | 0.67 | 1.76 | 4.02 | 0.76 | 3.11 | 6.04 | -2.47 | -0.19 | 2.42 | 0.11 | 2.15 | 4.34 | -2.44 | -2.11 | -5.43 | -0.33 | -0.48 | 3.05 |
| Standard Deviation(%) | NA | 4.09 | 5.60 | 5.43 | 5.84 | NA | NA | 5.43 | 4.51 | 3.75 | 6.06 | 8.16 | 3.12 | 10.97 | 3.24 | 3.73 | 2.76 | 5.88 | 4.65 | 4.06 | 3.77 | 3.53 | 5.86 | 4.81 | 7.81 | 11.74 | 4.94 | 3.36 | 3.96 | 3.50 | 3.42 | 3.99 | 5.37 | 3.68 | 3.30 | 4.65 | 3.43 |
| Draw Down(%) | NA | 3.37 | 8.40 | 15.04 | 19.32 | NA | NA | 36.79 | 3.37 | 1.97 | 4.61 | 14.93 | 2.46 | 19.32 | 1.19 | 5.15 | 2.02 | 5.19 | 8.99 | 5.60 | 5.24 | 2.86 | 9.04 | 5.04 | 9.37 | 35.63 | 7.17 | 2.56 | 6.05 | 5.37 | 4.21 | 14.25 | 17.94 | 17.80 | 6.05 | 12.11 | 2.41 |
| Yield(%) | 0.00 | 5.28 | 5.84 | 5.03 | 4.99 | 5.79 | 5.51 | 4.01 | 2.08 | 6.37 | 6.14 | 4.74 | 4.65 | 4.71 | 5.31 | 4.93 | 5.12 | 6.13 | 5.60 | 5.82 | 6.17 | 7.12 | 7.26 | 7.38 | 10.95 | 7.63 | 7.97 | 8.24 | 7.69 | 6.58 | 2.29 | 0.00 | 0.00 | 0.00 | 4.80 | 8.77 | 8.92 |
Data as of 07/21/2025, AR inception is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIIX (MFS HIGH INCOME FUND I) |
-12.64%
Jul 1999 - Jul 2002 |
-6.74%
Mar 1998 - Mar 2003 |
-3.46%
Nov 1998 - Nov 2008 |
2.58%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIIX (MFS HIGH INCOME FUND I) |
22.89%
Feb 2009 - Feb 2012 |
17.89%
Nov 2008 - Nov 2013 |
10.47%
Nov 2008 - Nov 2018 |
8.09%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart