Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHOTX (MFS GLOBAL HIGH YIELD FUND R3) | 1.87% | 7.31% | 8.90% | 4.08% | 5.01% | 4.90% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHOTX (MFS GLOBAL HIGH YIELD FUND R3) | 06/04/2008 | 06/09/2026 |
| 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 (%) | 0.70 | 7.31 | 8.90 | 4.08 | 5.01 | 4.90 | NA | … | … | 1.87 | 8.26 | 8.30 | 12.62 | -9.94 | 2.76 | 3.90 | 14.71 | -3.08 | 7.12 | 12.98 | -3.99 | 2.56 | 5.54 | 15.06 | 3.48 | 15.60 | 52.71 | -33.61 |
| Sharpe Ratio | NA | 1.26 | 1.53 | 0.29 | 0.66 | NA | NA | … | … | -0.19 | 1.64 | 1.53 | 1.88 | -1.43 | 0.95 | 0.36 | 4.44 | -1.45 | 2.48 | 2.54 | -0.96 | 0.69 | 1.52 | 4.19 | 0.60 | 3.43 | 6.59 | -3.53 |
| Standard Deviation(%) | NA | 2.80 | 3.48 | 4.86 | 5.06 | NA | NA | … | … | 3.25 | 3.29 | 3.05 | 4.82 | 7.99 | 2.87 | 9.97 | 2.98 | 3.10 | 2.61 | 5.02 | 4.20 | 3.70 | 3.61 | 3.62 | 5.75 | 4.53 | 7.98 | 14.55 |
| Draw Down(%) | NA | 2.25 | 3.45 | 16.05 | 19.80 | NA | NA | … | … | 2.25 | 3.45 | 1.64 | 4.05 | 15.35 | 2.69 | 19.80 | 0.97 | 4.61 | 1.92 | 4.74 | 9.18 | 5.78 | 5.87 | 3.17 | 10.03 | 5.31 | 10.11 | 39.40 |
| Yield(%) | 0.00 | 4.67 | 5.22 | 5.04 | 5.07 | 5.15 | 4.71 | … | … | 1.67 | 5.17 | 5.52 | 4.75 | 7.20 | 5.22 | 4.23 | 4.97 | 4.36 | 4.88 | 6.05 | 5.86 | 5.96 | 5.95 | 7.10 | 7.05 | 7.27 | 12.52 | 4.38 |
Data as of 06/09/2026, Common starting date is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOTX (MFS GLOBAL HIGH YIELD FUND R3) |
-2.25%
Sep 2019 – Sep 2022 |
0.27%
Sep 2017 – Sep 2022 |
2.75%
Sep 2012 – Sep 2022 |
4.78%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHOTX (MFS GLOBAL HIGH YIELD FUND R3) |
24.90%
Feb 2009 – Feb 2012 |
18.11%
Nov 2008 – Nov 2013 |
10.57%
Feb 2009 – Feb 2019 |
8.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart