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Mfs High Yield Opportunities Fd Cl A: (MF: MHOAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$5.43 USD
+0.02 (0.37%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.89 | 34 |
| 3 months | 1.89 | 34 |
| 6 months | 8.98 | 15 |
| 1 Year | 10.99 | 30 |
| 3 Year | 1.72 | 60 |
| 5 Year | 3.28 | 61 |
| 10 Year | 3.39 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 73.37 |
| Bear Market (10/07 - 2/09) | -36.19 |
| Bull Market (2/09 - 3/21) | 223.70 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 6.46 |
| 5 Year | 2.42 |
| 10 Year | 2.96 |
| Since Inception | 5.02 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.89 | NA | NA | NA |
| 2023 | 3.20 | 1.15 | 0.67 | 6.96 |
| 2022 | -4.61 | -9.92 | -0.81 | 5.58 |
| 2021 | 0.25 | 2.03 | 0.33 | -0.24 |
| 2020 | -12.34 | 8.93 | 3.49 | 5.28 |
| 2019 | 6.49 | 3.02 | 1.14 | 2.72 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.89 | 12.42 | -10.02 | 2.38 | 4.04 | 13.99 | -3.09 | 6.65 | 12.91 | -4.02 | 2.48 |
| % Total Return Rel to Index | 0.41 | -1.02 | 1.15 | -2.90 | -3.08 | -0.32 | -1.02 | -0.85 | -4.22 | 0.41 | 0.01 |
| % Total Return Rel to Peer | 0.26 | 1.01 | -1.03 | -2.21 | -0.78 | 2.29 | -0.55 | 1.16 | 1.22 | -0.05 | 1.94 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.07 | 0.24 | 0.43 | 0.30 | 0.26 | 0.28 | 0.27 | 0.27 | 0.34 | 0.36 | 0.38 |
| % Yield | 1.26 | 4.24 | 8.30 | 4.81 | 4.07 | 4.36 | 4.49 | 4.16 | 5.35 | 6.16 | 5.83 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%