Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHOUX (MFS GLOBAL HIGH YIELD FUND R4) | 1.06% | 6.58% | 8.89% | 4.19% | 5.14% | 5.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHOUX (MFS GLOBAL HIGH YIELD FUND R4) | 06/02/2008 | 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 | 6.58 | 8.89 | 4.19 | 5.14 | 5.02 | NA | … | … | 1.06 | 8.48 | 8.74 | 12.68 | -9.74 | 2.96 | 4.27 | 14.42 | -3.01 | 7.29 | 13.14 | -3.69 | 2.59 | 5.71 | 16.15 | 3.67 | 15.80 | 53.07 | -33.73 |
| Sharpe Ratio | NA | 1.71 | 1.79 | 0.36 | 0.71 | NA | NA | … | … | 0.17 | 1.69 | 1.73 | 1.89 | -1.40 | 0.99 | 0.41 | 4.47 | -1.43 | 2.54 | 2.58 | -0.89 | 0.68 | 1.59 | 4.65 | 0.62 | 3.47 | 6.84 | -3.54 |
| Standard Deviation(%) | NA | 2.91 | 3.47 | 4.88 | 5.04 | NA | NA | … | … | 3.25 | 3.33 | 2.96 | 4.81 | 8.01 | 2.98 | 9.89 | 2.90 | 3.08 | 2.62 | 5.02 | 4.19 | 3.77 | 3.56 | 3.50 | 5.90 | 4.53 | 7.74 | 14.44 |
| Draw Down(%) | NA | 2.25 | 3.44 | 15.73 | 19.82 | NA | NA | … | … | 2.25 | 3.44 | 1.64 | 3.85 | 15.23 | 2.66 | 19.82 | 0.97 | 4.41 | 1.91 | 4.70 | 9.13 | 5.68 | 5.66 | 2.81 | 9.98 | 5.31 | 9.84 | 39.19 |
| Yield(%) | 0.00 | 4.87 | 5.46 | 5.24 | 5.28 | 5.33 | 4.87 | … | … | 1.74 | 5.38 | 5.76 | 4.98 | 7.41 | 5.42 | 4.42 | 5.22 | 4.56 | 5.05 | 6.23 | 6.13 | 6.12 | 6.26 | 7.33 | 7.23 | 7.46 | 12.80 | 4.45 |
Data as of 06/04/2026, Common starting date is 06/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOUX (MFS GLOBAL HIGH YIELD FUND R4) |
-2.00%
Sep 2019 – Sep 2022 |
0.39%
Sep 2017 – Sep 2022 |
2.89%
Sep 2012 – Sep 2022 |
5.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOUX (MFS GLOBAL HIGH YIELD FUND R4) |
25.08%
Feb 2009 – Feb 2012 |
18.52%
Nov 2008 – Nov 2013 |
10.85%
Feb 2009 – Feb 2019 |
8.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart