Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHORX (MFS GLOBAL HIGH YIELD FUND R1) | 0.71% | 5.61% | 7.92% | 3.20% | 4.12% | 3.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHORX (MFS GLOBAL HIGH YIELD FUND R1) | 06/04/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.61 | 7.92 | 3.20 | 4.12 | 3.95 | NA | … | … | 0.71 | 7.46 | 7.58 | 11.64 | -10.53 | 1.97 | 3.29 | 13.12 | -3.98 | 6.29 | 12.06 | -4.71 | 1.67 | 4.75 | 14.17 | 2.53 | 14.73 | 51.81 | -33.91 |
| Sharpe Ratio | NA | 1.36 | 1.48 | 0.16 | 0.52 | NA | NA | … | … | -0.09 | 1.43 | 1.32 | 1.72 | -1.52 | 0.69 | 0.31 | 4.19 | -1.80 | 2.33 | 2.41 | -1.17 | 0.45 | 1.38 | 4.07 | 0.44 | 3.28 | 6.63 | -3.59 |
| Standard Deviation(%) | NA | 2.91 | 3.46 | 4.80 | 4.98 | NA | NA | … | … | 3.51 | 3.22 | 3.00 | 4.69 | 7.89 | 2.80 | 9.89 | 2.78 | 3.00 | 2.43 | 4.92 | 4.05 | 3.63 | 3.43 | 3.50 | 5.68 | 4.47 | 7.80 | 14.44 |
| Draw Down(%) | NA | 2.27 | 3.54 | 16.49 | 19.82 | NA | NA | … | … | 2.27 | 3.54 | 1.65 | 3.96 | 15.70 | 2.83 | 19.82 | 0.98 | 5.27 | 1.76 | 4.80 | 9.52 | 6.08 | 5.92 | 3.38 | 10.38 | 5.45 | 9.94 | 39.48 |
| Yield(%) | 0.00 | 3.93 | 4.48 | 4.41 | 4.34 | 4.40 | 4.11 | … | … | 1.40 | 4.42 | 4.84 | 4.02 | 6.54 | 4.47 | 3.52 | 4.15 | 3.61 | 4.09 | 5.20 | 5.11 | 5.07 | 5.20 | 6.30 | 6.29 | 6.52 | 11.71 | 4.06 |
Data as of 06/04/2026, Common starting date is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHORX (MFS GLOBAL HIGH YIELD FUND R1) |
-3.02%
Sep 2019 – Sep 2022 |
-0.64%
Sep 2017 – Sep 2022 |
1.88%
Sep 2012 – Sep 2022 |
3.93%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHORX (MFS GLOBAL HIGH YIELD FUND R1) |
23.94%
Feb 2009 – Feb 2012 |
17.22%
Nov 2008 – Nov 2013 |
9.71%
Feb 2009 – Feb 2019 |
7.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart