HYPPX Performance — MFS High Yield Pooled Portfolio, Class Fund
Data updated: 2026-09-28
HYPPX returned +1.34% year to date and +5.17% over one year to Jul 2026. Annualised returns are +8.12% over 3 years and +4.24% over 5 years. Against its High Yield Bond category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $126, against $123 for the category, and to $105 over one year, against $105. Volatility over the past three years was 4.30% a year. In the 12 months to Jul 2026 the fund lost a net $5.4M, and assets reached $541.09M.
HYPPX Growth of $100
What $100 invested in MFS High Yield Pooled Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the High Yield Bond category average over the same months.
| Period | HYPPX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $105 | $105 |
| 3 years (Aug 2023 – Jul 2026) | $126 | $123 |
| 5 years (Aug 2021 – Jul 2026) | $123 | $118 |
| Since data start (Aug 2019 – Jul 2026) | $139 | $132 |
HYPPX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.34% |
| 1 year | +5.17% |
| 3 years (annualised) | +8.12% |
| 5 years (annualised) | +4.24% |
HYPPX Annual Returns
Calendar-year total returns of MFS High Yield Pooled Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +1.34% |
| 2025 | +9.42% |
| 2024 | +7.57% |
| 2023 | +13.34% |
| 2022 | −9.87% |
| 2021 | +4.15% |
| 2020 | +5.00% |
| 2019 (Aug–Dec) | +4.14% |
HYPPX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +0.1% | −1.2% | +1.6% | +0.2% | +0.1% | −0.2% | — | — | — | — | — |
| 2025 | +1.4% | +0.7% | −1.1% | +0.2% | +1.7% | +1.9% | +0.5% | +1.4% | +0.8% | +0.2% | +0.7% | +0.6% |
| 2024 | +0.2% | +0.1% | +1.1% | −0.8% | +1.2% | +1.1% | +1.6% | +1.7% | +1.4% | −0.7% | +1.1% | −0.5% |
| 2023 | +3.8% | −1.3% | +1.8% | +0.8% | −1.1% | +1.5% | +1.4% | +0.1% | −1.3% | −1.1% | +4.6% | +3.7% |
| 2022 | −2.7% | −0.8% | −1.0% | −3.7% | +0.7% | −6.8% | +6.3% | −2.7% | −4.1% | +3.0% | +2.6% | −0.5% |
| 2021 | −0.1% | +0.1% | +0.4% | +1.0% | +0.1% | +1.1% | +0.4% | +0.6% | −0.1% | −0.4% | −1.0% | +1.9% |
| 2020 | −0.1% | −1.2% | −9.5% | +3.3% | +3.5% | +0.1% | +4.6% | +0.5% | −0.9% | +0.5% | +3.3% | +1.4% |
| 2019 | — | — | — | — | — | — | — | +0.9% | +0.4% | +0.8% | +0.5% | +1.5% |
HYPPX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 4.30%
- 3-year Sharpe ratio: 0.84 (vs 4.5% risk-free rate)
- Best month: +4.61% (Nov 2023)
- Worst month: −1.30% (Sep 2023)
HYPPX Fund Flows
Monthly money in and out of MFS High Yield Pooled Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$5.4M
- 12-month gross sales (incl. reinvestments): $106.5M
- Sales ÷ redemptions: 0.95×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $42.1M | $5.8M | $36.4M |
| Jun 2026 | $4.9M | $9.6M | −$4.7M |
| May 2026 | $3.3M | $5.5M | −$2.2M |
| Apr 2026 | $3.6M | $22.7M | −$19.0M |
| Mar 2026 | $4.2M | $7.7M | −$3.5M |
| Feb 2026 | $5.2M | $5.7M | −$556K |
| Jan 2026 | $18.0M | $6.2M | $11.7M |
| Dec 2025 | $4.9M | $6.9M | −$2.0M |
| Nov 2025 | $4.2M | $6.6M | −$2.5M |
| Oct 2025 | $7.8M | $18.8M | −$11.0M |
| Sep 2025 | $4.6M | $6.3M | −$1.8M |
| Aug 2025 | $3.6M | $10.0M | −$6.4M |
HYPPX Assets Under Management
Net assets of MFS High Yield Pooled Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $541.09M |
| 2026-04-30 | $520.13M |
| 2026-01-31 | $550.24M |
| 2025-10-31 | $541.66M |
| 2025-07-31 | $557.06M |
| 2025-04-30 | $563.47M |
| 2025-01-31 | $576.10M |
| 2024-10-31 | $599.58M |
| 2024-07-31 | $620.33M |
| 2024-04-30 | $631.32M |
| 2024-01-31 | $654.54M |
| 2023-10-31 | $622.44M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.