Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XCIFX (MFS Intermediate High Income Fund) 0.72% 7.69% 9.22% 3.34% 3.22% 2.18% 1.01%
Data as of 06/03/2026, Common starting date is 04/26/2001
More Performance Analytics Comparison
Name Start Date End Date
XCIFX (MFS Intermediate High Income Fund) 04/26/2001 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
Annualized Return (%) 0.00 7.69 9.22 3.34 3.22 2.18 1.01 0.72 10.10 7.17 15.41 -15.93 4.23 5.06 15.07 -9.19 0.39 8.49 -13.75 2.93 8.30 8.65 -4.30 8.24 55.00 -47.37 -6.81 2.80 -8.46 6.27 24.83 -18.33 -13.90
Sharpe Ratio NA 1.05 1.09 0.12 0.20 NA NA -0.13 1.22 0.69 1.44 -1.47 1.10 0.31 2.93 -2.30 -0.06 1.03 -2.21 0.62 1.98 1.83 -0.54 1.27 5.00 -2.77 -1.59 -0.19 -2.26 1.17 4.49 -2.95 -2.35
Standard Deviation(%) NA 4.81 6.01 7.67 7.92 NA NA 5.58 5.94 5.11 8.25 11.88 3.83 15.49 4.64 4.62 4.33 8.06 6.23 4.69 4.17 4.74 7.97 6.42 10.98 17.41 6.29 3.32 4.74 4.53 5.37 6.60 9.45
Draw Down(%) NA 3.83 5.68 21.96 26.71 NA NA 3.83 5.68 2.95 6.01 21.52 3.03 26.71 2.25 10.92 3.81 8.08 17.68 6.82 6.25 4.59 14.87 7.41 16.41 53.80 10.76 4.42 9.69 8.90 5.57 25.14 21.21
Yield(%) 0.00 9.67 9.63 7.58 5.83 4.38 2.90 3.97 9.57 9.52 9.50 8.14 9.28 8.46 5.97 5.20 1.81 0.00 0.56 7.08 7.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.95
Data as of 06/03/2026, Common starting date is 04/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XCIFX (MFS Intermediate High Income Fund) -21.67%
Nov 2005 – Nov 2008
-13.62%
Feb 2004 – Feb 2009
-2.87%
May 2001 – May 2011
-1.88%
May 2001 – May 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XCIFX (MFS Intermediate High Income Fund) 19.76%
Feb 2009 – Feb 2012
14.67%
Feb 2009 – Feb 2014
6.17%
Feb 2009 – Feb 2019
4.96%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return