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Mfs High Yield Opportunities Class R3: (MF: MHOTX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$5.68 USD
-0.01 (-0.18%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.32 | 34 |
| 3 months | 3.34 | 42 |
| 6 months | 4.32 | 34 |
| 1 Year | 9.39 | 30 |
| 3 Year | 10.03 | 10 |
| 5 Year | 4.99 | 66 |
| 10 Year | 4.25 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 259.51 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 9.39 |
| 5 Year | 4.98 |
| 10 Year | 4.25 |
| Since Inception | 5.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.94 | 3.34 | NA | NA |
| 2024 | 1.88 | 1.36 | 4.60 | 0.23 |
| 2023 | 3.39 | 1.15 | 0.67 | 6.93 |
| 2022 | -4.58 | -10.04 | -0.80 | 5.58 |
| 2021 | 0.42 | 1.86 | 0.33 | -0.23 |
| 2020 | -12.42 | 8.48 | 3.65 | 5.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.32 | 8.29 | 12.59 | -10.10 | 2.39 | 3.49 | 14.70 | -3.09 | 6.65 | 12.91 | -4.02 |
| % Total Return Rel to Index | -0.25 | 0.10 | -0.85 | 1.07 | -2.88 | -3.64 | 0.39 | -1.02 | -0.85 | -4.22 | 0.41 |
| % Total Return Rel to Peer | 0.64 | 0.85 | 1.18 | -1.11 | -2.19 | -1.33 | 3.01 | -0.55 | 1.16 | 1.22 | -0.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 4.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.14 | 0.30 | 0.24 | 0.44 | 0.30 | 0.24 | 0.28 | 0.27 | 0.27 | 0.34 | 0.36 |
| % Yield | 2.46 | 5.07 | 5.25 | 8.18 | 4.73 | 3.67 | 4.28 | 4.42 | 4.09 | 5.27 | 6.07 |
| Capital Gains ($) | 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%