Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIHRX (MFS HIGH INCOME FUND R2) | -0.26% | 4.97% | 7.29% | 2.96% | 4.25% | 4.36% | 4.83% | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIHRX (MFS HIGH INCOME FUND R2) | 11/03/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 4.97 | 7.29 | 2.96 | 4.25 | 4.36 | 4.83 | … | … | -0.26 | 8.17 | 6.36 | 11.96 | -10.82 | 2.65 | 4.14 | 14.14 | -3.55 | 5.87 | 13.06 | -4.35 | 2.26 | 6.02 | 13.85 | 3.75 | 13.94 | 46.93 | -28.79 | 1.68 | 10.40 | 1.85 | 8.74 | 3.51 |
| Sharpe Ratio | NA | 0.76 | 0.96 | 0.10 | 0.48 | NA | NA | … | … | -0.59 | 1.30 | 0.70 | 1.43 | -1.48 | 0.83 | 0.36 | 3.71 | -1.28 | 1.76 | 2.19 | -0.95 | 0.56 | 1.76 | 3.70 | 0.66 | 2.88 | 6.01 | -2.52 | -0.31 | 2.20 | -0.11 | 2.13 | 8.70 |
| Standard Deviation(%) | NA | 3.51 | 4.33 | 5.46 | 5.62 | NA | NA | … | … | 3.98 | 4.07 | 3.92 | 5.85 | 8.31 | 3.14 | 10.66 | 3.42 | 3.87 | 2.98 | 5.87 | 4.63 | 3.98 | 3.39 | 3.76 | 5.66 | 4.81 | 7.79 | 11.79 | 4.71 | 3.19 | 3.82 | 3.63 | 2.71 |
| Draw Down(%) | NA | 2.69 | 3.73 | 16.02 | 19.31 | NA | NA | … | … | 2.69 | 3.73 | 1.64 | 4.29 | 15.52 | 3.11 | 19.31 | 1.48 | 5.23 | 2.02 | 4.94 | 8.95 | 5.66 | 5.25 | 2.89 | 9.28 | 5.33 | 9.41 | 35.56 | 7.19 | 2.87 | 6.16 | 4.75 | 0.00 |
| Yield(%) | 0.00 | 5.55 | 5.91 | 4.71 | 4.77 | 4.88 | 5.07 | … | … | 1.98 | 5.99 | 5.84 | 5.70 | 4.19 | 3.94 | 4.16 | 4.78 | 4.41 | 4.62 | 5.51 | 5.07 | 5.36 | 5.56 | 6.60 | 6.57 | 6.70 | 10.33 | 7.14 | 7.34 | 7.35 | 6.97 | 7.07 | 0.65 |
Data as of 06/10/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIHRX (MFS HIGH INCOME FUND R2) |
-8.65%
Nov 2005 – Nov 2008 |
-2.56%
Feb 2004 – Feb 2009 |
2.47%
Sep 2012 – Sep 2022 |
3.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIHRX (MFS HIGH INCOME FUND R2) |
22.24%
Feb 2009 – Feb 2012 |
17.15%
Nov 2008 – Nov 2013 |
9.81%
Nov 2008 – Nov 2018 |
7.47%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart