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Mfs High Yield Opportunities Class R1: (MF: MHORX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 05:42 PM ET
$5.72 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.90 | 55 |
| 3 months | 1.17 | 59 |
| 6 months | 4.70 | 48 |
| 1 Year | 6.70 | 48 |
| 3 Year | 8.55 | 52 |
| 5 Year | 3.44 | 82 |
| 10 Year | 4.23 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 226.31 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 6.42 |
| 5 Year | 4.06 |
| 10 Year | 4.28 |
| Since Inception | 4.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.75 | 2.98 | 2.52 | NA |
| 2024 | 1.70 | 1.18 | 4.42 | 0.04 |
| 2023 | 3.01 | 0.96 | 0.49 | 6.77 |
| 2022 | -4.80 | -10.09 | -1.19 | 5.59 |
| 2021 | 0.07 | 1.84 | 0.46 | -0.43 |
| 2020 | -12.52 | 8.39 | 3.30 | 5.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.89 | 7.50 | 11.59 | -10.70 | 1.94 | 2.94 | 13.14 | -3.97 | 5.92 | 12.07 | -4.73 |
| % Total Return Rel to Index | -1.19 | -0.67 | -1.86 | 0.47 | -3.34 | -4.18 | -1.16 | -1.89 | -1.58 | -5.06 | -0.28 |
| % Total Return Rel to Peer | 0.23 | 0.07 | 0.18 | -1.70 | -2.65 | -1.88 | 1.45 | -1.43 | 0.43 | 0.38 | -0.75 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 5.00 | 4.00 | 3.00 | 5.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.22 | 0.25 | 0.20 | 0.39 | 0.28 | 0.20 | 0.24 | 0.22 | 0.22 | 0.29 | 0.32 |
| % Yield | 3.73 | 4.37 | 4.32 | 7.40 | 4.32 | 3.05 | 3.60 | 3.69 | 3.45 | 4.59 | 5.29 |
| Capital Gains ($) | 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%