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
MHOWX (MFS High Yield Opportunities W) NA 2.08% 5.85% NA NA NA NA
Data as of 01/22/2013, Common starting date is 06/03/2008
More Performance Analytics Comparison
Name Start Date End Date
MHOWX (MFS High Yield Opportunities W) 06/03/2008 01/22/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 2.08 5.85 NA NA NA NA 0.00 3.75 3.51 11.92 37.04 -37.48
Sharpe Ratio NA 0.99 1.30 NA NA NA NA 0.00 1.50 0.59 2.67 5.16 -4.00
Standard Deviation(%) NA 2.37 4.44 NA NA NA NA NA 2.47 5.85 4.43 7.16 13.98
Draw Down(%) NA 2.81 10.13 NA NA NA NA 0.00 2.81 10.13 5.31 12.14 41.91
Yield(%) 0.00 2.44 4.74 2.47 1.23 0.82 0.62 0.00 2.46 7.23 4.01 0.00 0.00
Data as of 01/22/2013, Common starting date is 06/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MHOWX (MFS High Yield Opportunities W) 1.39%
Aug 2008 – Aug 2011
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
MHOWX (MFS High Yield Opportunities W) 20.16%
Feb 2009 – Feb 2012
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return