Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHIHX (MFS HIGH INCOME FUND R3) | 0.17% | 5.54% | 7.63% | 3.33% | 4.62% | 4.73% | 5.17% | … | … |
Data as of 06/11/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHIHX (MFS HIGH INCOME FUND R3) | 04/08/2005 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.54 | 7.63 | 3.33 | 4.62 | 4.73 | 5.17 | … | … | 0.17 | 8.71 | 6.26 | 12.22 | -10.54 | 3.21 | 4.43 | 14.44 | -3.25 | 6.24 | 13.40 | -3.73 | 2.60 | 6.08 | 14.24 | 4.11 | 14.68 | 46.72 | -28.46 | 1.68 | 10.78 | -2.56 |
| Sharpe Ratio | NA | 0.67 | 0.97 | 0.16 | 0.53 | NA | NA | … | … | -0.72 | 1.38 | 0.68 | 1.45 | -1.45 | 1.07 | 0.39 | 3.73 | -1.25 | 1.78 | 2.24 | -0.82 | 0.63 | 1.61 | 4.18 | 0.71 | 3.09 | 6.08 | -2.47 | -0.30 | 2.33 | -1.74 |
| Standard Deviation(%) | NA | 3.79 | 4.38 | 5.47 | 5.64 | NA | NA | … | … | 3.99 | 4.22 | 3.88 | 5.95 | 8.30 | 2.98 | 10.74 | 3.47 | 3.72 | 3.14 | 5.89 | 4.60 | 4.11 | 3.76 | 3.42 | 5.73 | 4.73 | 7.66 | 11.85 | 4.90 | 3.17 | 3.39 |
| Draw Down(%) | NA | 2.56 | 3.55 | 15.32 | 19.29 | NA | NA | … | … | 2.56 | 3.40 | 1.97 | 4.28 | 15.32 | 2.21 | 19.29 | 1.48 | 5.19 | 2.02 | 5.22 | 9.08 | 5.58 | 5.22 | 2.86 | 9.15 | 5.04 | 9.45 | 35.78 | 7.19 | 2.59 | 4.10 |
| Yield(%) | 0.00 | 5.76 | 6.12 | 4.94 | 5.06 | 5.19 | 5.33 | … | … | 2.07 | 6.14 | 6.08 | 5.88 | 4.50 | 4.29 | 4.48 | 5.05 | 4.71 | 4.97 | 5.82 | 5.43 | 5.69 | 5.89 | 6.97 | 6.92 | 7.04 | 10.54 | 7.30 | 7.62 | 7.71 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIHX (MFS HIGH INCOME FUND R3) |
-8.58%
Nov 2005 – Nov 2008 |
0.31%
Sep 2017 – Sep 2022 |
2.79%
Sep 2012 – Sep 2022 |
4.03%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIHX (MFS HIGH INCOME FUND R3) |
22.50%
Feb 2009 – Feb 2012 |
17.44%
Nov 2008 – Nov 2013 |
10.15%
Nov 2008 – Nov 2018 |
7.81%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart