EMHCX - MFS High Income Fund Class 529C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return4.49%
5-Year Average Return2.77%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)45.38%
Worst 1 Yr Total Return (Feb 3, 2019)-28.99%
Best 3-Yr Total Return45.38%
Worst 3-Yr Total Return-7.87%

Trailing Returns (%) Vs. Benchmarks

ReturnEMHCXCategory
YTD10.52%9.56%
1-Month0.92%0.25%
3-Month3.72%2.76%
1-Year6.05%5.34%
3-Year4.25%5.16%
5-Year3.13%3.59%
10-Year6.64%7.23%
Last Bull Market11.98%11.94%
Last Bear Market-7.17%-7.32%

Annual Total Return (%) History

Year
EMHCXCategory
2019
N/AN/A
2018
-3.77%-2.59%
2017
5.29%6.47%
2016
12.48%13.30%
2015
-4.86%-4.01%
2014
1.68%1.11%
2013
5.21%6.90%
2012
13.21%14.67%
2011
3.27%2.83%
2010
14.40%14.24%
2009
45.38%46.70%
2008
-28.99%-26.41%
2007
0.77%1.47%
2006
9.28%10.14%
2005
1.38%2.59%
2004
8.47%9.99%
2003
21.27%24.36%
2002
N/A-1.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20196.46%2.53%N/AN/A
2018-1.66%0.08%1.93%-4.08%
20172.23%1.56%1.57%-0.16%
20162.52%4.10%4.23%1.11%
20152.29%-0.26%-4.92%-1.91%
20142.38%2.05%-2.10%-0.59%
20131.92%-1.52%1.82%2.94%
20124.81%1.21%4.07%2.55%
20113.54%0.35%-6.24%6.01%
20104.24%-0.13%6.67%3.02%
20091.66%18.74%14.31%5.36%
2008-3.52%1.40%-9.01%-20.22%
20072.73%-0.43%0.12%-1.60%
20062.25%-0.65%3.46%3.97%
2005-1.72%1.81%0.74%0.58%
20041.12%-0.90%4.00%4.09%
20034.01%7.47%2.29%6.06%
20024.76%N/AN/AN/A

Rank In Category (By Total Return)

YTD44
1-Month8
3-Month18
1-Year36
3-Year83
5-Year72

Load Adjusted Returns

1-Year5.05%
3-Year4.25%
5-Year3.13%
10-Year6.64%