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Mfs High Yield Opportunities Class R4: (MF: MHOUX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 05:42 PM ET
$5.75 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.86 | 23 |
| 3 months | 1.42 | 38 |
| 6 months | 5.02 | 34 |
| 1 Year | 7.75 | 12 |
| 3 Year | 9.69 | 10 |
| 5 Year | 4.41 | 47 |
| 10 Year | 5.24 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 286.39 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 7.67 |
| 5 Year | 5.04 |
| 10 Year | 5.30 |
| Since Inception | 5.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.01 | 3.41 | 2.58 | NA |
| 2024 | 1.95 | 1.61 | 4.48 | 0.47 |
| 2023 | 3.46 | 1.21 | 0.74 | 6.80 |
| 2022 | -4.69 | -9.82 | -0.74 | 5.64 |
| 2021 | 0.32 | 2.09 | 0.37 | -0.17 |
| 2020 | -12.38 | 8.54 | 3.72 | 5.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.86 | 8.76 | 12.67 | -9.88 | 2.62 | 3.89 | 14.42 | -2.98 | 6.87 | 13.15 | -3.74 |
| % Total Return Rel to Index | -0.22 | 0.57 | -0.77 | 1.29 | -2.65 | -3.23 | 0.10 | -0.90 | -0.62 | -3.98 | 0.70 |
| % Total Return Rel to Peer | 1.19 | 1.32 | 1.26 | -0.88 | -1.96 | -0.93 | 2.72 | -0.44 | 1.38 | 1.46 | 0.23 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 5.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.28 | 0.31 | 0.25 | 0.45 | 0.32 | 0.25 | 0.30 | 0.28 | 0.28 | 0.35 | 0.38 |
| % Yield | 4.58 | 5.30 | 5.30 | 8.43 | 4.95 | 3.88 | 4.52 | 4.68 | 4.30 | 5.50 | 6.33 |
| Capital Gains ($) | 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%