Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHOSX (MFS GLOBAL HIGH YIELD FUND R2) | 0.92% | 6.13% | 8.43% | 3.71% | 4.64% | 4.49% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHOSX (MFS GLOBAL HIGH YIELD FUND R2) | 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 | 6.13 | 8.43 | 3.71 | 4.64 | 4.49 | NA | … | … | 0.92 | 7.98 | 8.08 | 12.37 | -10.24 | 2.53 | 3.64 | 13.90 | -3.32 | 6.85 | 12.62 | -4.25 | 2.22 | 5.32 | 14.72 | 3.11 | 15.35 | 52.52 | -33.75 |
| Sharpe Ratio | NA | 1.44 | 1.59 | 0.26 | 0.61 | NA | NA | … | … | -0.07 | 1.55 | 1.47 | 1.84 | -1.47 | 0.88 | 0.34 | 4.31 | -1.49 | 2.52 | 2.53 | -1.04 | 0.61 | 1.53 | 4.26 | 0.53 | 3.36 | 6.69 | -3.55 |
| Standard Deviation(%) | NA | 2.99 | 3.52 | 4.87 | 5.05 | NA | NA | … | … | 3.57 | 3.31 | 3.03 | 4.79 | 7.95 | 2.85 | 9.98 | 2.88 | 3.16 | 2.47 | 4.90 | 4.11 | 3.63 | 3.45 | 3.47 | 5.78 | 4.54 | 7.84 | 14.51 |
| Draw Down(%) | NA | 2.26 | 3.66 | 16.22 | 19.89 | NA | NA | … | … | 2.26 | 3.66 | 1.47 | 4.11 | 15.57 | 2.75 | 19.89 | 0.97 | 4.66 | 1.76 | 4.76 | 9.29 | 5.71 | 5.72 | 3.35 | 10.21 | 5.45 | 9.86 | 39.36 |
| Yield(%) | 0.00 | 4.42 | 4.99 | 4.84 | 4.83 | 4.87 | 4.50 | … | … | 1.60 | 4.91 | 5.31 | 4.49 | 6.97 | 5.01 | 3.99 | 4.72 | 4.11 | 4.63 | 5.72 | 5.58 | 5.61 | 5.74 | 6.80 | 6.85 | 7.08 | 12.26 | 4.25 |
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 |
|---|---|---|---|---|
| MHOSX (MFS GLOBAL HIGH YIELD FUND R2) |
-2.52%
Sep 2019 – Sep 2022 |
-0.09%
Sep 2017 – Sep 2022 |
2.43%
Sep 2012 – Sep 2022 |
4.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOSX (MFS GLOBAL HIGH YIELD FUND R2) |
24.59%
Feb 2009 – Feb 2012 |
17.83%
Nov 2008 – Nov 2013 |
10.29%
Feb 2009 – Feb 2019 |
7.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart