Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHOVX (MFS GLOBAL HIGH YIELD FUND R5) | 1.14% | 6.77% | 9.13% | 4.35% | 5.26% | 5.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHOVX (MFS GLOBAL HIGH YIELD FUND R5) | 06/27/2008 | 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 | 6.77 | 9.13 | 4.35 | 5.26 | 5.07 | NA | … | … | 1.14 | 8.71 | 8.80 | 12.86 | -9.54 | 3.30 | 4.28 | 14.44 | -2.76 | 7.51 | 12.79 | -3.70 | 2.64 | 6.07 | 15.32 | 3.51 | 16.57 | 53.07 | -31.02 |
| Sharpe Ratio | NA | 1.66 | 1.77 | 0.38 | 0.73 | NA | NA | … | … | 0.09 | 1.74 | 1.61 | 1.93 | -1.37 | 1.12 | 0.40 | 4.59 | -1.30 | 2.63 | 2.51 | -0.87 | 0.71 | 1.68 | 4.27 | 0.60 | 3.50 | 6.98 | -3.38 |
| Standard Deviation(%) | NA | 3.01 | 3.57 | 4.92 | 5.08 | NA | NA | … | … | 3.47 | 3.36 | 3.21 | 4.80 | 8.04 | 2.92 | 9.95 | 2.82 | 3.19 | 2.62 | 5.01 | 4.28 | 3.69 | 3.60 | 3.60 | 5.82 | 4.71 | 7.59 | 15.44 |
| Draw Down(%) | NA | 2.27 | 3.44 | 15.58 | 19.78 | NA | NA | … | … | 2.27 | 3.44 | 1.65 | 3.88 | 15.08 | 2.66 | 19.78 | 0.98 | 4.42 | 1.76 | 4.73 | 9.19 | 5.70 | 5.70 | 3.18 | 10.13 | 5.31 | 9.84 | 37.05 |
| Yield(%) | 0.00 | 5.03 | 5.67 | 5.39 | 5.39 | 5.38 | 5.13 | … | … | 1.82 | 5.58 | 5.98 | 5.11 | 7.54 | 5.60 | 4.58 | 5.36 | 4.70 | 5.25 | 5.85 | 6.18 | 6.19 | 6.30 | 7.33 | 7.23 | 8.15 | 12.74 | 5.23 |
Data as of 06/04/2026, Common starting date is 06/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOVX (MFS GLOBAL HIGH YIELD FUND R5) |
-1.88%
Sep 2019 – Sep 2022 |
0.51%
Sep 2017 – Sep 2022 |
2.99%
Sep 2012 – Sep 2022 |
5.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOVX (MFS GLOBAL HIGH YIELD FUND R5) |
25.29%
Feb 2009 – Feb 2012 |
18.51%
Nov 2008 – Nov 2013 |
10.87%
Feb 2009 – Feb 2019 |
8.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart