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Mfs High Income Fund Class R4: (MF: MHIJX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$3.11 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.23 | 46 |
| 3 months | 4.58 | 36 |
| 6 months | 6.29 | 18 |
| 1 Year | 14.89 | 29 |
| 3 Year | 2.78 | 51 |
| 5 Year | 3.82 | 55 |
| 10 Year | 4.19 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -29.35 |
| Bull Market (2/09 - 3/21) | 236.11 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 9.11 |
| 5 Year | 2.96 |
| 10 Year | 3.75 |
| Since Inception | 5.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.88 | 1.63 | 4.58 | NA |
| 2023 | 4.21 | 0.85 | 0.17 | 7.14 |
| 2022 | -4.74 | -9.44 | -1.17 | 4.88 |
| 2021 | 0.23 | 1.99 | 0.82 | 0.37 |
| 2020 | -10.17 | 7.21 | 3.70 | 5.12 |
| 2019 | 7.06 | 2.79 | 1.53 | 2.64 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.23 | 12.81 | -10.58 | 3.45 | 4.99 | 14.71 | -3.05 | 5.95 | 13.66 | -3.85 | 2.75 |
| % Total Return Rel to Index | -0.76 | -0.63 | 0.59 | -1.83 | -2.13 | 0.40 | -0.97 | -1.55 | -3.47 | 0.58 | 0.29 |
| % Total Return Rel to Peer | 0.18 | 1.40 | -1.58 | -1.13 | 0.16 | 3.02 | -0.51 | 0.46 | 1.97 | 0.11 | 2.22 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.14 | 0.17 | 0.16 | 0.15 | 0.16 | 0.16 | 0.16 | 0.15 | 0.19 | 0.19 | 0.21 |
| % Yield | 4.46 | 5.98 | 5.29 | 4.42 | 4.51 | 4.70 | 5.14 | 4.47 | 5.43 | 5.92 | 5.81 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.62 | 0.62 | 0.64 | 0.67 | 0.68 | 0.68 | 0.70 | 0.72 | 0.70 | 0.69 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%