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Mfs High Yield Opportunities Class R2: (MF: MHOSX)
(NASDAQ Mutual Funds) As of Jul 3, 2025 08:00 PM ET
$5.67 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.02 | 48 |
| 3 months | 3.10 | 53 |
| 6 months | 4.02 | 48 |
| 1 Year | 8.94 | 44 |
| 3 Year | 9.72 | 19 |
| 5 Year | 4.75 | 76 |
| 10 Year | 3.96 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 243.91 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.94 |
| 5 Year | 4.75 |
| 10 Year | 3.96 |
| Since Inception | 5.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.88 | 3.10 | NA | NA |
| 2024 | 1.64 | 1.49 | 4.36 | 0.35 |
| 2023 | 3.34 | 1.08 | 0.61 | 6.89 |
| 2022 | -4.66 | -10.13 | -0.87 | 5.52 |
| 2021 | 0.19 | 1.96 | 0.59 | -0.30 |
| 2020 | -12.52 | 8.46 | 3.43 | 5.21 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.02 | 8.03 | 12.35 | -10.39 | 2.45 | 3.26 | 13.87 | -3.32 | 6.40 | 12.62 | -4.25 |
| % Total Return Rel to Index | -0.55 | -0.14 | -1.10 | 0.79 | -2.83 | -3.87 | -0.43 | -1.24 | -1.10 | -4.51 | 0.19 |
| % Total Return Rel to Peer | 0.34 | 0.60 | 0.93 | -1.39 | -2.14 | -1.57 | 2.17 | -0.78 | 0.91 | 0.93 | -0.28 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 4.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.14 | 0.28 | 0.22 | 0.42 | 0.31 | 0.23 | 0.27 | 0.25 | 0.25 | 0.32 | 0.35 |
| % Yield | 2.35 | 4.84 | 5.01 | 7.94 | 4.79 | 3.47 | 4.06 | 4.18 | 3.88 | 5.04 | 5.81 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 | 1.29 | 1.29 | 1.30 | 1.30 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%