Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MHIJX (MFS HIGH INCOME FUND R4) | -0.65% | 4.68% | 5.97% | 4.65% | 3.86% | 5.38% | 5.45% | 5.33% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHIJX (MFS HIGH INCOME FUND R4) | 04/06/2005 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 04/06/2005.
AR inception is since 04/06/2005.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 4.68 | 5.97 | 4.65 | 3.86 | 5.38 | 5.45 | 5.33 | -0.65 | 6.88 | 12.83 | -10.55 | 3.57 | 5.05 | 14.72 | -3.05 | 6.39 | 13.71 | -3.84 | 2.72 | 6.67 | 14.39 | 4.47 | 22.32 | 47.34 | -28.19 | 2.00 | 11.15 | -2.56 |
| Sharpe Ratio | NA | -0.15 | 0.18 | 0.36 | 0.36 | NA | NA | 0.66 | -0.93 | 0.07 | 1.38 | -1.45 | 1.10 | 0.43 | 4.12 | -1.19 | 1.76 | 2.32 | -0.84 | 0.68 | 1.80 | 3.82 | 0.78 | 2.94 | 6.05 | -2.49 | -0.21 | 2.47 | -1.69 |
| Standard Deviation(%) | NA | 4.36 | 6.34 | 5.75 | 5.95 | NA | NA | 6.07 | 5.25 | 4.02 | 6.27 | 8.24 | 3.23 | 11.07 | 3.23 | 3.68 | 3.28 | 5.83 | 4.63 | 3.97 | 3.68 | 3.78 | 5.72 | 7.56 | 7.81 | 11.66 | 4.74 | 3.21 | 3.40 |
| Draw Down(%) | NA | 4.17 | 8.36 | 15.11 | 19.26 | NA | NA | 36.53 | 4.17 | 1.96 | 4.59 | 15.11 | 2.43 | 19.26 | 1.18 | 5.13 | 2.02 | 5.19 | 8.71 | 5.58 | 5.22 | 2.86 | 9.04 | 5.33 | 9.37 | 35.64 | 6.91 | 2.82 | 4.35 |
| Yield(%) | 0.00 | 4.28 | 5.30 | 5.08 | 4.78 | 5.80 | 5.63 | 5.50 | 0.00 | 6.35 | 6.12 | 4.72 | 4.64 | 4.70 | 5.31 | 4.92 | 5.12 | 6.11 | 5.60 | 5.81 | 6.15 | 7.10 | 7.26 | 13.95 | 11.04 | 7.63 | 7.90 | 8.05 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIJX (MFS HIGH INCOME FUND R4) |
-8.28%
Nov 2005 - Nov 2008 |
0.66%
Sep 2017 - Sep 2022 |
3.07%
Sep 2012 - Sep 2022 |
4.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIJX (MFS HIGH INCOME FUND R4) |
25.56%
Feb 2009 - Feb 2012 |
19.31%
Nov 2008 - Nov 2013 |
11.13%
Nov 2008 - Nov 2018 |
8.53%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart