Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHIKX (MFS HIGH INCOME FUND R5) | -0.06% | 5.38% | 7.94% | 3.72% | 4.93% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHIKX (MFS HIGH INCOME FUND R5) | 06/04/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 5.38 | 7.94 | 3.72 | 4.93 | NA | NA | … | … | -0.06 | 8.92 | 7.00 | 12.55 | -10.16 | 3.57 | 4.87 | 14.93 | -2.90 | 6.61 | 13.25 | -3.39 | 2.91 | 6.43 | 9.86 |
| Sharpe Ratio | NA | 1.14 | 1.20 | 0.25 | 0.61 | NA | NA | … | … | -0.24 | 1.43 | 0.89 | 1.51 | -1.41 | 1.14 | 0.43 | 3.78 | -1.14 | 1.80 | 2.25 | -0.73 | 0.70 | 1.65 | 6.04 |
| Standard Deviation(%) | NA | 3.76 | 4.44 | 5.48 | 5.66 | NA | NA | … | … | 4.32 | 4.25 | 3.78 | 5.94 | 8.23 | 3.11 | 10.75 | 3.56 | 3.78 | 3.31 | 5.80 | 4.68 | 4.13 | 3.89 | 2.95 |
| Draw Down(%) | NA | 2.55 | 3.68 | 15.16 | 19.26 | NA | NA | … | … | 2.55 | 3.68 | 1.96 | 4.28 | 15.08 | 2.43 | 19.26 | 1.48 | 5.13 | 2.02 | 5.19 | 8.91 | 5.50 | 5.19 | 1.12 |
| Yield(%) | 0.00 | 5.94 | 6.44 | 5.24 | 5.35 | 5.14 | 3.85 | … | … | 2.16 | 6.34 | 6.44 | 6.22 | 4.84 | 4.64 | 4.83 | 5.52 | 5.07 | 5.32 | 5.66 | 5.78 | 6.00 | 6.22 | 3.55 |
Data as of 06/05/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIKX (MFS HIGH INCOME FUND R5) |
-1.51%
Sep 2019 – Sep 2022 |
0.78%
Sep 2017 – Sep 2022 |
3.15%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIKX (MFS HIGH INCOME FUND R5) |
10.63%
Sep 2022 – Sep 2025 |
7.48%
Jan 2016 – Jan 2021 |
5.81%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart