Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHOIX (MFS GLOBAL HIGH YIELD FUND I) | 0.89% | 6.63% | 8.87% | 4.20% | 5.15% | 4.95% | 5.58% | … | … |
Data as of 06/03/2026, Common starting date is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHOIX (MFS GLOBAL HIGH YIELD FUND I) | 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 | 6.63 | 8.87 | 4.20 | 5.15 | 4.95 | 5.58 | … | … | 0.89 | 8.54 | 8.58 | 12.74 | -9.63 | 2.96 | 4.29 | 14.27 | -2.87 | 7.32 | 13.21 | -3.81 | 2.59 | 5.89 | 15.09 | 3.68 | 19.63 | 53.19 | -32.60 | 1.32 | 12.54 | 3.86 | 9.66 | 16.91 | -6.76 | -5.08 | -6.39 | 16.50 | -10.17 |
| Sharpe Ratio | NA | 1.64 | 1.70 | 0.35 | 0.70 | NA | NA | … | … | 0.04 | 1.66 | 1.58 | 1.85 | -1.38 | 0.99 | 0.40 | 4.40 | -1.32 | 2.65 | 2.61 | -0.90 | 0.69 | 1.64 | 4.37 | 0.62 | 3.49 | 6.87 | -2.84 | -0.40 | 2.66 | 0.41 | 2.37 | 4.77 | -2.07 | -1.30 | -1.81 | 2.62 | -2.19 |
| Standard Deviation(%) | NA | 2.96 | 3.61 | 4.95 | 5.10 | NA | NA | … | … | 3.36 | 3.43 | 3.13 | 4.96 | 8.02 | 2.95 | 9.98 | 2.91 | 3.24 | 2.53 | 4.98 | 4.29 | 3.70 | 3.56 | 3.47 | 5.85 | 5.60 | 7.73 | 11.80 | 4.56 | 3.45 | 3.95 | 3.67 | 3.39 | 3.82 | 5.89 | 5.85 | 5.01 | 11.67 |
| Draw Down(%) | NA | 2.27 | 3.63 | 15.83 | 19.75 | NA | NA | … | … | 2.27 | 3.63 | 1.47 | 4.06 | 15.30 | 2.67 | 19.75 | 0.98 | 4.43 | 1.76 | 4.72 | 9.09 | 5.58 | 5.71 | 3.31 | 9.95 | 5.30 | 9.82 | 38.79 | 6.95 | 2.85 | 5.97 | 5.86 | 5.18 | 13.57 | 17.90 | 13.32 | 3.14 | 18.78 |
| Yield(%) | 0.00 | 4.90 | 5.49 | 5.27 | 5.31 | 5.29 | 5.54 | … | … | 1.75 | 5.42 | 5.77 | 5.01 | 7.43 | 5.43 | 4.44 | 5.22 | 4.58 | 5.07 | 6.26 | 6.05 | 6.14 | 6.13 | 7.30 | 7.24 | 11.11 | 12.77 | 8.48 | 8.20 | 8.22 | 8.07 | 8.10 | 1.75 | 0.00 | 0.00 | 10.35 | 10.84 | 4.55 |
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 |
|---|---|---|---|---|
| MHOIX (MFS GLOBAL HIGH YIELD FUND I) |
-9.47%
Feb 2006 – Feb 2009 |
-3.05%
Feb 2004 – Feb 2009 |
-0.68%
Nov 1998 – Nov 2008 |
4.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOIX (MFS GLOBAL HIGH YIELD FUND I) |
26.47%
Feb 2009 – Feb 2012 |
19.10%
Nov 2008 – Nov 2013 |
11.15%
Feb 2009 – Feb 2019 |
8.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart