Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MHITX (MFS HIGH INCOME FUND A) | 4.23% | 8.55% | 8.95% | 4.67% | 4.18% | 5.45% | 5.57% | 7.75% |
Data as of 06/30/2025, AR inception is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHITX (MFS HIGH INCOME FUND A) | 01/30/1980 | 06/30/2025 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 8.55 | 8.95 | 4.67 | 4.18 | 5.45 | 5.57 | 7.75 | 4.23 | 6.15 | 12.29 | -10.49 | 3.20 | 4.50 | 14.46 | -3.25 | 6.18 | 13.47 | -3.71 | 2.34 | 6.40 | 14.29 | 4.16 | 22.18 | 46.72 | -28.47 | 1.73 | 11.09 | 2.27 | 7.53 | 21.03 | 0.83 | 1.29 | -7.02 | 7.00 | 1.03 | 12.87 | 12.64 | 17.15 | -2.60 | 19.40 | 17.04 | 48.88 | -16.74 | -1.99 | 11.46 | 0.29 | 9.38 | 23.48 | -0.35 | 26.65 | 35.83 | 7.28 | 5.79 |
| Sharpe Ratio | NA | 1.00 | 0.83 | 0.38 | 0.44 | NA | NA | 0.72 | 0.57 | -0.12 | 1.33 | -1.46 | 1.02 | 0.39 | 3.83 | -1.23 | 1.82 | 2.31 | -0.80 | 0.58 | 1.66 | 4.19 | 0.73 | 2.78 | 6.04 | -2.52 | -0.27 | 2.36 | 0.03 | 1.80 | 5.35 | -0.06 | -0.17 | -2.56 | 1.04 | -0.47 | 2.79 | 2.40 | 3.80 | -1.39 | 5.65 | 4.67 | 10.65 | -3.11 | -1.82 | 2.69 | -0.77 | 1.28 | 5.59 | -0.95 | 4.33 | 3.76 | -0.11 | -0.18 |
| Standard Deviation(%) | NA | 4.27 | 5.75 | 5.50 | 5.89 | NA | NA | 6.60 | 5.00 | 3.81 | 6.11 | 8.17 | 3.11 | 10.95 | 3.41 | 3.73 | 3.06 | 5.73 | 4.66 | 4.02 | 3.84 | 3.43 | 5.63 | 7.95 | 7.72 | 11.64 | 4.71 | 3.33 | 3.97 | 3.65 | 3.80 | 4.63 | 6.12 | 4.34 | 3.62 | 4.83 | 3.34 | 3.77 | 3.50 | 3.99 | 3.05 | 3.11 | 4.22 | 7.04 | 4.22 | 2.51 | 4.82 | 4.04 | 3.27 | 7.39 | 4.73 | 7.49 | 25.42 | 9.60 |
| Draw Down(%) | NA | 3.37 | 8.72 | 15.49 | 19.29 | NA | NA | 36.86 | 3.37 | 1.96 | 4.59 | 15.30 | 2.49 | 19.29 | 1.18 | 5.17 | 2.31 | 5.22 | 8.77 | 5.57 | 5.22 | 2.86 | 9.14 | 5.33 | 9.45 | 35.79 | 6.94 | 2.82 | 5.87 | 5.72 | 3.31 | 7.90 | 12.09 | 11.20 | 3.63 | 12.30 | 2.43 | 1.40 | 1.17 | 7.03 | 0.75 | 2.11 | 1.13 | 18.49 | 8.16 | 0.97 | 10.07 | 2.11 | 0.91 | 12.78 | 2.66 | 3.36 | 17.33 | 7.98 |
| Yield(%) | 0.00 | 5.69 | 6.19 | 5.14 | 4.83 | 5.74 | 5.64 | 6.46 | 2.53 | 6.16 | 5.96 | 4.52 | 4.29 | 4.48 | 5.04 | 4.69 | 4.90 | 5.85 | 5.43 | 5.69 | 5.89 | 6.97 | 6.92 | 13.40 | 10.54 | 7.30 | 7.65 | 8.00 | 7.36 | 5.98 | 7.29 | 8.96 | 10.24 | 9.56 | 9.38 | 8.55 | 8.78 | 9.00 | 9.13 | 8.19 | 9.21 | 11.32 | 16.42 | 13.82 | 12.73 | 12.49 | 13.82 | 13.09 | 14.14 | 11.99 | 13.43 | 15.72 | 14.28 | 14.23 |
Data as of 06/30/2025, AR inception is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHITX (MFS HIGH INCOME FUND A) |
-8.30%
Nov 2005 - Nov 2008 |
-2.88%
Nov 2003 - Nov 2008 |
0.28%
Nov 1998 - Nov 2008 |
2.91%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHITX (MFS HIGH INCOME FUND A) |
27.66%
Dec 1990 - Dec 1993 |
20.29%
Sep 1981 - Sep 1986 |
13.00%
Oct 1981 - Oct 1991 |
12.87%
Sep 1981 - Sep 1996 |
Annualized Rolling Returns Comparison Chart