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Mfs Series Trust Iii Mfs High Yield Opportunities Fd Cl B: (MF: MHOBX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$5.66 USD
-0.01 (-0.18%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.94 | 52 |
| 3 months | 2.97 | 59 |
| 6 months | 3.94 | 52 |
| 1 Year | 8.40 | 59 |
| 3 Year | 9.16 | 41 |
| 5 Year | 4.22 | 88 |
| 10 Year | 3.47 | 83 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 66.91 |
| Bear Market (10/07 - 2/09) | -36.69 |
| Bull Market (2/09 - 3/21) | 218.06 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 4.06 |
| 5 Year | 4.21 |
| 10 Year | 3.47 |
| Since Inception | 4.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.94 | 2.97 | NA | NA |
| 2024 | 1.70 | 1.36 | 4.23 | 0.04 |
| 2023 | 3.01 | 0.96 | 0.68 | 6.55 |
| 2022 | -4.78 | -10.07 | -0.99 | 5.38 |
| 2021 | 0.23 | 1.67 | 0.21 | -0.43 |
| 2020 | -12.49 | 8.72 | 3.47 | 4.90 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.94 | 7.50 | 11.57 | -10.67 | 1.68 | 3.26 | 13.13 | -3.81 | 5.92 | 12.07 | -4.73 |
| % Total Return Rel to Index | -0.62 | -0.68 | -1.87 | 0.50 | -3.59 | -3.86 | -1.18 | -1.73 | -1.58 | -5.07 | -0.28 |
| % Total Return Rel to Peer | 0.26 | 0.07 | 0.16 | -1.67 | -2.90 | -1.56 | 1.43 | -1.26 | 0.42 | 0.37 | -0.75 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 5.00 | 4.00 | 3.00 | 5.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.12 | 0.25 | 0.20 | 0.39 | 0.26 | 0.22 | 0.24 | 0.22 | 0.22 | 0.29 | 0.32 |
| % Yield | 2.15 | 4.45 | 4.61 | 7.53 | 4.13 | 3.38 | 3.66 | 3.74 | 3.50 | 4.66 | 5.38 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%