Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRHAX (MFS Floating Rate High Income A) | NA | -10.65% | -3.57% | NA | NA | NA | NA | … | … |
Data as of 09/11/2009, Common starting date is 02/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRHAX (MFS Floating Rate High Income A) | 02/03/2005 | 09/11/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.65 | -3.57 | NA | NA | NA | NA | … | … | 25.81 | -31.11 | 1.18 | 5.65 | 3.25 |
| Sharpe Ratio | NA | -1.19 | -0.91 | NA | NA | NA | NA | … | … | 7.27 | -4.09 | -0.70 | 1.35 | 0.83 |
| Standard Deviation(%) | NA | 9.04 | 5.77 | NA | NA | NA | NA | … | … | 5.37 | 7.82 | 2.63 | 1.75 | 1.64 |
| Draw Down(%) | NA | 31.61 | 35.02 | NA | NA | NA | NA | … | … | 2.95 | 33.66 | 4.03 | 0.30 | 0.99 |
| Yield(%) | 0.00 | 5.26 | 5.63 | 4.61 | 2.31 | 1.54 | 1.15 | … | … | 4.51 | 5.58 | 6.63 | 5.86 | 2.42 |
Data as of 09/11/2009, Common starting date is 02/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRHAX (MFS Floating Rate High Income A) |
-9.69%
Dec 2005 – Dec 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRHAX (MFS Floating Rate High Income A) |
2.88%
Jun 2005 – Jun 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart