Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MHOAX (MFS GLOBAL HIGH YIELD FUND A) | 4.07% | 8.15% | 8.73% | 4.54% | 4.34% | 5.26% | 5.17% | 5.61% |
Data as of 07/24/2025, AR inception is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHOAX (MFS GLOBAL HIGH YIELD FUND A) | 07/30/1998 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 8.15 | 8.73 | 4.54 | 4.34 | 5.26 | 5.17 | 5.61 | 4.07 | 8.34 | 12.47 | -9.83 | 2.76 | 4.08 | 13.99 | -3.10 | 6.05 | 12.98 | -3.99 | 2.56 | 5.54 | 15.07 | 3.48 | 15.60 | 52.71 | -32.81 | 0.99 | 12.22 | 3.46 | 9.51 | 24.39 | 3.08 | 6.97 | -4.24 | 15.60 | -10.62 |
| Sharpe Ratio | NA | 1.33 | 1.15 | 0.53 | 0.53 | NA | NA | 0.71 | 1.03 | 0.55 | 1.72 | -1.41 | 0.95 | 0.39 | 4.46 | -1.40 | 2.15 | 2.55 | -0.96 | 0.70 | 1.49 | 4.40 | 0.60 | 3.39 | 6.85 | -2.87 | -0.44 | 2.79 | 0.33 | 2.30 | 6.06 | 0.41 | 0.71 | -1.43 | 2.52 | -2.23 |
| Standard Deviation(%) | NA | 3.45 | 5.24 | 4.89 | 5.25 | NA | NA | 5.60 | 3.78 | 3.17 | 4.82 | 7.98 | 2.87 | 9.93 | 2.82 | 3.16 | 2.53 | 5.02 | 4.20 | 3.65 | 3.69 | 3.44 | 5.78 | 4.57 | 7.68 | 11.70 | 4.57 | 3.22 | 3.86 | 3.72 | 3.91 | 4.81 | 6.62 | 5.82 | 4.90 | 11.78 |
| Draw Down(%) | NA | 3.47 | 7.86 | 15.84 | 19.77 | NA | NA | 40.77 | 3.47 | 1.65 | 3.89 | 15.26 | 2.54 | 19.77 | 0.98 | 4.64 | 1.76 | 4.74 | 9.18 | 5.78 | 5.87 | 3.17 | 10.03 | 5.31 | 9.88 | 38.87 | 7.01 | 3.01 | 5.92 | 5.98 | 3.73 | 8.81 | 10.88 | 11.98 | 3.15 | 19.03 |
| Yield(%) | 0.00 | 5.03 | 6.18 | 5.19 | 4.95 | 5.63 | 5.32 | 5.16 | 2.21 | 5.55 | 4.77 | 7.23 | 5.24 | 4.25 | 4.96 | 4.35 | 4.87 | 6.05 | 5.86 | 5.96 | 5.95 | 7.10 | 7.05 | 7.27 | 12.52 | 8.17 | 7.89 | 7.93 | 7.70 | 7.83 | 8.53 | 9.44 | 11.51 | 12.25 | 10.47 | 4.41 |
Data as of 07/24/2025, AR inception is 07/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOAX (MFS GLOBAL HIGH YIELD FUND A) |
-9.75%
Feb 2006 - Feb 2009 |
-3.33%
Feb 2004 - Feb 2009 |
2.15%
Nov 1998 - Nov 2008 |
3.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOAX (MFS GLOBAL HIGH YIELD FUND A) |
24.83%
Feb 2009 - Feb 2012 |
18.12%
Nov 2008 - Nov 2013 |
10.45%
Feb 2009 - Feb 2019 |
8.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart