Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHOBX (MFS GLOBAL HIGH YIELD FUND B) | 0.72% | 5.82% | 7.93% | 3.22% | 4.06% | 3.88% | 4.47% | … | … |
Data as of 06/03/2026, Common starting date is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHOBX (MFS GLOBAL HIGH YIELD FUND B) | 07/30/1998 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.82 | 7.93 | 3.22 | 4.06 | 3.88 | 4.47 | … | … | 0.72 | 7.50 | 7.59 | 11.62 | -10.49 | 1.96 | 3.28 | 13.13 | -3.82 | 5.24 | 12.06 | -4.71 | 1.66 | 4.75 | 14.17 | 2.53 | 17.44 | 51.85 | -33.28 | 0.34 | 11.47 | 2.83 | 8.90 | 24.83 | 2.26 | 6.40 | -4.98 | 14.79 | -10.60 |
| Sharpe Ratio | NA | 1.36 | 1.51 | 0.16 | 0.50 | NA | NA | … | … | -0.09 | 1.43 | 1.37 | 1.68 | -1.53 | 0.71 | 0.30 | 4.20 | -1.71 | 1.95 | 2.38 | -1.17 | 0.46 | 1.39 | 4.22 | 0.44 | 3.52 | 6.65 | -2.94 | -0.63 | 2.58 | 0.09 | 2.21 | 6.04 | 0.24 | 0.60 | -1.60 | 2.36 | -2.26 |
| Standard Deviation(%) | NA | 2.78 | 3.41 | 4.75 | 4.98 | NA | NA | … | … | 3.20 | 3.25 | 2.89 | 4.77 | 7.81 | 2.75 | 9.97 | 2.77 | 3.06 | 2.36 | 4.97 | 4.06 | 3.57 | 3.38 | 3.37 | 5.72 | 4.92 | 7.78 | 11.61 | 4.44 | 3.13 | 6.35 | 3.58 | 3.99 | 4.67 | 6.65 | 5.76 | 4.84 | 11.71 |
| Draw Down(%) | NA | 2.26 | 3.69 | 16.45 | 19.79 | NA | NA | … | … | 2.26 | 3.69 | 1.65 | 3.95 | 15.66 | 2.67 | 19.79 | 0.97 | 5.11 | 1.76 | 4.80 | 9.52 | 5.93 | 5.77 | 3.38 | 10.38 | 5.45 | 9.94 | 39.16 | 7.04 | 2.92 | 6.01 | 6.11 | 3.97 | 9.06 | 11.21 | 12.49 | 3.14 | 18.85 |
| Yield(%) | 0.00 | 3.96 | 4.51 | 4.43 | 4.36 | 4.40 | 4.71 | … | … | 1.41 | 4.45 | 4.85 | 4.01 | 6.55 | 4.46 | 3.51 | 4.17 | 3.61 | 4.09 | 5.20 | 5.11 | 5.07 | 5.20 | 6.30 | 6.29 | 8.99 | 11.73 | 7.61 | 7.25 | 7.25 | 7.07 | 7.28 | 8.72 | 8.80 | 10.84 | 11.58 | 9.75 | 4.14 |
Data as of 06/03/2026, Common starting date is 07/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOBX (MFS GLOBAL HIGH YIELD FUND B) |
-10.35%
Feb 2006 – Feb 2009 |
-3.94%
Feb 2004 – Feb 2009 |
1.58%
Nov 1998 – Nov 2008 |
3.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOBX (MFS GLOBAL HIGH YIELD FUND B) |
24.92%
Feb 2009 – Feb 2012 |
17.78%
Nov 2008 – Nov 2013 |
9.87%
Feb 2009 – Feb 2019 |
7.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart