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Mfs High Yield Opportunities Fd Cl I: (MF: MHOIX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 05:42 PM ET
$5.71 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.69 | 27 |
| 3 months | 1.24 | 54 |
| 6 months | 5.04 | 32 |
| 1 Year | 7.58 | 15 |
| 3 Year | 9.57 | 12 |
| 5 Year | 4.37 | 49 |
| 10 Year | 5.22 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 31.65 |
| Bear Market (10/07 - 2/09) | -43.27 |
| Bull Market (2/09 - 3/21) | 251.83 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 7.68 |
| 5 Year | 5.04 |
| 10 Year | 5.29 |
| Since Inception | 3.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.01 | 3.24 | 2.77 | NA |
| 2024 | 1.76 | 1.61 | 4.50 | 0.47 |
| 2023 | 3.26 | 1.21 | 0.73 | 7.03 |
| 2022 | -4.71 | -9.71 | -0.94 | 5.85 |
| 2021 | 0.32 | 2.09 | 0.37 | -0.18 |
| 2020 | -12.29 | 8.56 | 3.56 | 5.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.69 | 8.58 | 12.70 | -9.79 | 2.61 | 3.89 | 14.27 | -2.85 | 6.89 | 13.19 | -3.78 |
| % Total Return Rel to Index | -0.39 | 0.39 | -0.75 | 1.38 | -2.66 | -3.23 | -0.03 | -0.77 | -0.61 | -3.94 | 0.65 |
| % Total Return Rel to Peer | 1.03 | 1.14 | 1.29 | -0.79 | -1.97 | -0.93 | 2.57 | -0.31 | 1.40 | 1.50 | 0.18 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.27 | 0.31 | 0.25 | 0.45 | 0.32 | 0.25 | 0.30 | 0.28 | 0.28 | 0.35 | 0.38 |
| % Yield | 4.61 | 5.32 | 5.31 | 8.46 | 4.96 | 3.89 | 4.53 | 4.69 | 4.32 | 5.51 | 6.34 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%