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Mfs High Yield Opportunities Class R3: (MF: MHOTX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 05:42 PM ET
$5.75 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.61 | 31 |
| 3 months | 1.36 | 44 |
| 6 months | 4.89 | 40 |
| 1 Year | 7.29 | 25 |
| 3 Year | 9.41 | 17 |
| 5 Year | 4.12 | 59 |
| 10 Year | 5.04 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 270.83 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 7.21 |
| 5 Year | 4.75 |
| 10 Year | 5.09 |
| Since Inception | 5.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.94 | 3.34 | 2.52 | NA |
| 2024 | 1.88 | 1.36 | 4.60 | 0.23 |
| 2023 | 3.39 | 1.15 | 0.67 | 6.93 |
| 2022 | -4.58 | -10.04 | -0.80 | 5.58 |
| 2021 | 0.42 | 1.86 | 0.33 | -0.23 |
| 2020 | -12.42 | 8.48 | 3.65 | 5.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.61 | 8.29 | 12.59 | -10.10 | 2.39 | 3.49 | 14.70 | -3.09 | 6.65 | 12.91 | -4.02 |
| % Total Return Rel to Index | -0.47 | 0.10 | -0.85 | 1.07 | -2.88 | -3.64 | 0.39 | -1.02 | -0.85 | -4.22 | 0.41 |
| % Total Return Rel to Peer | 0.95 | 0.85 | 1.18 | -1.11 | -2.19 | -1.33 | 3.01 | -0.55 | 1.16 | 1.22 | -0.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 4.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.26 | 0.30 | 0.24 | 0.44 | 0.30 | 0.24 | 0.28 | 0.27 | 0.27 | 0.34 | 0.36 |
| % Yield | 4.37 | 5.07 | 5.04 | 8.18 | 4.73 | 3.67 | 4.28 | 4.42 | 4.09 | 5.27 | 6.07 |
| Capital Gains ($) | 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%