MHITX vs. RSIIX
Compare and contrast key facts about MFS High Income Fund (MHITX) and RiverPark Strategic Income Fund (RSIIX).
MHITX is managed by MFS. It was launched on Feb 17, 1978. RSIIX is managed by RiverPark Funds. It was launched on Sep 30, 2013.
Performance
MHITX vs. RSIIX - Performance Comparison
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MHITX vs. RSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHITX MFS High Income Fund | -1.83% | 8.72% | 5.56% | 11.12% | -11.60% | 3.20% | 4.49% | 14.48% | -3.28% | 6.20% |
RSIIX RiverPark Strategic Income Fund | 0.36% | 6.04% | 8.44% | 9.59% | -3.31% | 11.60% | 3.42% | 3.50% | 1.36% | 4.84% |
Returns By Period
In the year-to-date period, MHITX achieves a -1.83% return, which is significantly lower than RSIIX's 0.36% return. Over the past 10 years, MHITX has underperformed RSIIX with an annualized return of 4.51%, while RSIIX has yielded a comparatively higher 5.50% annualized return.
MHITX
- 1D
- 0.00%
- 1M
- -2.55%
- YTD
- -1.83%
- 6M
- -0.26%
- 1Y
- 5.83%
- 3Y*
- 6.34%
- 5Y*
- 2.66%
- 10Y*
- 4.51%
RSIIX
- 1D
- 0.12%
- 1M
- -0.59%
- YTD
- 0.36%
- 6M
- 0.82%
- 1Y
- 5.26%
- 3Y*
- 7.43%
- 5Y*
- 5.21%
- 10Y*
- 5.50%
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MHITX vs. RSIIX - Expense Ratio Comparison
MHITX has a 0.86% expense ratio, which is lower than RSIIX's 1.18% expense ratio.
Return for Risk
MHITX vs. RSIIX — Risk / Return Rank
MHITX
RSIIX
MHITX vs. RSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS High Income Fund (MHITX) and RiverPark Strategic Income Fund (RSIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MHITX | RSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 2.29 | -0.86 |
Sortino ratioReturn per unit of downside risk | 2.11 | 2.92 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.62 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 3.50 | -1.56 |
Martin ratioReturn relative to average drawdown | 7.71 | 14.92 | -7.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MHITX | RSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 2.29 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 2.28 | -1.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 1.98 | -1.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.70 | -1.10 |
Correlation
The correlation between MHITX and RSIIX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MHITX vs. RSIIX - Dividend Comparison
MHITX's dividend yield for the trailing twelve months is around 5.78%, less than RSIIX's 7.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHITX MFS High Income Fund | 5.78% | 6.04% | 5.07% | 4.68% | 4.07% | 4.34% | 4.49% | 4.65% | 5.06% | 4.85% | 5.39% | 6.36% |
RSIIX RiverPark Strategic Income Fund | 7.62% | 7.75% | 7.67% | 7.61% | 6.58% | 5.12% | 5.77% | 4.84% | 4.59% | 4.98% | 5.10% | 6.57% |
Drawdowns
MHITX vs. RSIIX - Drawdown Comparison
The maximum MHITX drawdown since its inception was -46.76%, which is greater than RSIIX's maximum drawdown of -15.55%. Use the drawdown chart below to compare losses from any high point for MHITX and RSIIX.
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Drawdown Indicators
| MHITX | RSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.76% | -15.55% | -31.21% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -1.50% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -16.17% | -5.61% | -10.56% |
Max Drawdown (10Y)Largest decline over 10 years | -19.29% | -15.55% | -3.74% |
Current DrawdownCurrent decline from peak | -2.55% | -0.87% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -1.18% | -6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 0.35% | +0.39% |
Volatility
MHITX vs. RSIIX - Volatility Comparison
MFS High Income Fund (MHITX) has a higher volatility of 1.44% compared to RiverPark Strategic Income Fund (RSIIX) at 1.14%. This indicates that MHITX's price experiences larger fluctuations and is considered to be riskier than RSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHITX | RSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 1.14% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 1.62% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 2.31% | +1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.39% | 2.30% | +3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.62% | 2.78% | +2.84% |