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Mfs High Income Trust B: (MF: MHIBX)
(NASDAQ Mutual Funds) As of May 29, 2024 08:00 PM ET
$3.03 USD
-0.01 (-0.33%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.22 | 92 |
| 3 months | 0.00 | 85 |
| 6 months | 8.01 | 60 |
| 1 Year | 6.41 | 89 |
| 3 Year | 0.06 | 84 |
| 5 Year | 1.99 | 88 |
| 10 Year | 2.42 | 85 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 52.54 |
| Bear Market (10/07 - 2/09) | -31.75 |
| Bull Market (2/09 - 3/21) | 172.45 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 3.82 |
| 5 Year | 2.00 |
| 10 Year | 2.58 |
| Since Inception | 6.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.63 | NA | NA | NA |
| 2023 | 3.60 | 0.61 | -0.07 | 6.88 |
| 2022 | -4.69 | -9.95 | -1.42 | 4.98 |
| 2021 | -0.01 | 1.74 | 0.56 | 0.11 |
| 2020 | -10.66 | 6.95 | 3.75 | 4.54 |
| 2019 | 6.47 | 2.54 | 1.58 | 2.39 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.22 | 11.33 | -11.18 | 2.43 | 3.65 | 13.55 | -3.72 | 4.99 | 12.53 | -4.80 | 1.72 |
| % Total Return Rel to Index | -0.74 | -2.11 | -0.01 | -2.85 | -3.48 | -0.75 | -1.65 | -2.50 | -4.60 | -0.36 | -0.73 |
| % Total Return Rel to Peer | -1.17 | -0.07 | -2.18 | -2.16 | -1.18 | 1.86 | -1.18 | -0.49 | 0.84 | -0.83 | 1.19 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 5.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.05 | 0.15 | 0.12 | 0.12 | 0.12 | 0.13 | 0.13 | 0.12 | 0.15 | 0.16 | 0.17 |
| % Yield | 1.68 | 4.82 | 4.26 | 3.43 | 3.56 | 3.73 | 4.07 | 3.57 | 4.47 | 4.84 | 4.77 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.62 | 1.62 | 1.64 | 1.67 | 1.68 | 1.68 | 1.70 | 1.71 | 1.69 | 1.69 | 1.68 |
* 1 = Top 20%, 5 = Bottom 20%