Correlation
The correlation between MHOIX and MSFRX is 0.31, 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.
MHOIX vs. MSFRX
Compare and contrast key facts about MFS Global High Yield Fund (MHOIX) and MFS Total Return Fund (MSFRX).
MHOIX is managed by MFS. It was launched on Jul 1, 1998. MSFRX is managed by MFS. It was launched on Oct 5, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MHOIX or MSFRX.
Performance
MHOIX vs. MSFRX - Performance Comparison
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Key characteristics
MHOIX:
2.53
MSFRX:
0.75
MHOIX:
3.32
MSFRX:
1.03
MHOIX:
1.60
MSFRX:
1.14
MHOIX:
2.35
MSFRX:
0.73
MHOIX:
10.42
MSFRX:
2.54
MHOIX:
0.82%
MSFRX:
2.68%
MHOIX:
3.56%
MSFRX:
9.66%
MHOIX:
-40.04%
MSFRX:
-36.74%
MHOIX:
0.00%
MSFRX:
-2.56%
Returns By Period
In the year-to-date period, MHOIX achieves a 2.03% return, which is significantly lower than MSFRX's 2.25% return. Over the past 10 years, MHOIX has underperformed MSFRX with an annualized return of 4.19%, while MSFRX has yielded a comparatively higher 6.34% annualized return.
MHOIX
2.03%
1.09%
1.93%
8.96%
7.05%
5.05%
4.19%
MSFRX
2.25%
1.54%
-2.56%
7.23%
5.92%
7.58%
6.34%
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MHOIX vs. MSFRX - Expense Ratio Comparison
MHOIX has a 0.81% expense ratio, which is higher than MSFRX's 0.72% expense ratio.
Risk-Adjusted Performance
MHOIX vs. MSFRX — Risk-Adjusted Performance Rank
MHOIX
MSFRX
MHOIX vs. MSFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global High Yield Fund (MHOIX) and MFS Total Return Fund (MSFRX). 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.
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Dividends
MHOIX vs. MSFRX - Dividend Comparison
MHOIX's dividend yield for the trailing twelve months is around 5.63%, less than MSFRX's 8.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | 5.63% | 5.61% | 4.68% | 8.95% | 5.56% | 4.47% | 4.76% | 4.92% | 4.98% | 5.85% | 6.69% | 6.36% |
MSFRX MFS Total Return Fund | 8.59% | 8.67% | 6.20% | 5.39% | 8.34% | 6.94% | 3.22% | 4.99% | 5.67% | 3.54% | 5.77% | 4.58% |
Drawdowns
MHOIX vs. MSFRX - Drawdown Comparison
The maximum MHOIX drawdown since its inception was -40.04%, which is greater than MSFRX's maximum drawdown of -36.74%. Use the drawdown chart below to compare losses from any high point for MHOIX and MSFRX.
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Volatility
MHOIX vs. MSFRX - Volatility Comparison
The current volatility for MFS Global High Yield Fund (MHOIX) is 0.87%, while MFS Total Return Fund (MSFRX) has a volatility of 2.70%. This indicates that MHOIX experiences smaller price fluctuations and is considered to be less risky than MSFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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