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Mfs High Yield Opportunities Fd Cl A: (MF: MHOAX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$5.65 USD
-0.01 (-0.18%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.15 | 42 |
| 3 months | 3.17 | 49 |
| 6 months | 4.15 | 42 |
| 1 Year | 9.22 | 35 |
| 3 Year | 9.92 | 12 |
| 5 Year | 4.94 | 68 |
| 10 Year | 4.21 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 73.37 |
| Bear Market (10/07 - 2/09) | -36.19 |
| Bull Market (2/09 - 3/21) | 258.37 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 4.76 |
| 5 Year | 4.07 |
| 10 Year | 3.78 |
| Since Inception | 5.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.94 | 3.17 | NA | NA |
| 2024 | 1.89 | 1.36 | 4.61 | 0.23 |
| 2023 | 3.20 | 1.15 | 0.67 | 6.96 |
| 2022 | -4.61 | -9.92 | -0.81 | 5.58 |
| 2021 | 0.25 | 2.03 | 0.33 | -0.24 |
| 2020 | -12.34 | 8.93 | 3.49 | 5.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.15 | 8.30 | 12.42 | -10.02 | 2.38 | 4.04 | 13.99 | -3.09 | 6.65 | 12.91 | -4.02 |
| % Total Return Rel to Index | -0.42 | 0.12 | -1.02 | 1.15 | -2.90 | -3.08 | -0.32 | -1.02 | -0.85 | -4.22 | 0.41 |
| % Total Return Rel to Peer | 0.47 | 0.87 | 1.01 | -1.03 | -2.21 | -0.78 | 2.29 | -0.55 | 1.16 | 1.22 | -0.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 5.00 | 3.00 | 2.00 | 4.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.14 | 0.30 | 0.24 | 0.43 | 0.30 | 0.26 | 0.28 | 0.27 | 0.27 | 0.34 | 0.36 |
| % Yield | 2.50 | 5.15 | 5.34 | 8.30 | 4.81 | 4.07 | 4.36 | 4.49 | 4.16 | 5.35 | 6.16 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%