MHORX Performance — MFS Global High Yield Fund, Class R1
Data updated: 2026-09-28
MHORX returned +1.12% year to date and +3.94% over one year to Jul 2026. Annualised returns are +7.27% over 3 years and +3.02% over 5 years. The fund trailed its Alternative category average: $100 invested three years ago grew to $123, against $168 for the category, and to $104 over one year, against $108. Volatility over the past three years was 3.96% a year. In the 12 months to Jul 2026 the fund lost a net $13.8M, and assets reached $177.42M.
MHORX Growth of $100
What $100 invested in MFS Global High Yield Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Alternative category average over the same months.
| Period | MHORX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $104 | $108 |
| 3 years (Aug 2023 – Jul 2026) | $123 | $168 |
| 5 years (Aug 2021 – Jul 2026) | $116 | $159 |
| Since data start (Aug 2019 – Jul 2026) | $126 | $190 |
MHORX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.12% |
| 1 year | +3.94% |
| 3 years (annualised) | +7.27% |
| 5 years (annualised) | +3.02% |
MHORX Annual Returns
Calendar-year total returns of MFS Global High Yield Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +1.12% |
| 2025 | +7.44% |
| 2024 | +7.50% |
| 2023 | +11.59% |
| 2022 | −10.72% |
| 2021 | +1.93% |
| 2020 | +3.25% |
| 2019 (Aug–Dec) | +2.85% |
MHORX 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% | 0.0% | −1.4% | +1.6% | +0.4% | 0.0% | −0.2% | — | — | — | — | — |
| 2025 | +1.1% | +0.7% | −1.0% | −0.1% | +1.5% | +1.6% | +0.7% | +1.1% | +0.7% | +0.2% | +0.3% | +0.5% |
| 2024 | +0.4% | +0.2% | +1.1% | −0.9% | +1.3% | +0.8% | +1.5% | +1.3% | +1.5% | −0.5% | +0.7% | −0.2% |
| 2023 | +3.4% | −1.3% | +1.0% | +0.8% | −1.0% | +1.2% | +1.5% | −0.1% | −0.9% | −0.9% | +4.2% | +3.5% |
| 2022 | −2.5% | −1.6% | −0.8% | −3.5% | −0.2% | −6.6% | +5.2% | −1.9% | −4.2% | +2.3% | +3.5% | −0.3% |
| 2021 | −0.2% | +0.1% | +0.1% | +0.9% | 0.0% | +0.9% | +0.3% | +0.6% | −0.4% | −0.9% | −1.0% | +1.5% |
| 2020 | 0.0% | −1.3% | −11.3% | +4.2% | +3.5% | +0.8% | +3.5% | +0.8% | −1.0% | +0.3% | +3.3% | +1.4% |
| 2019 | — | — | — | — | — | — | — | 0.0% | +0.5% | +0.5% | +0.5% | +1.4% |
MHORX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 3.96%
- 3-year Sharpe ratio: 0.70 (vs 4.5% risk-free rate)
- Best month: +4.19% (Nov 2023)
- Worst month: −1.39% (Mar 2026)
MHORX Fund Flows
Monthly money in and out of MFS Global High Yield Fund, from SEC Form N-PORT.
- 12-month net flow: −$13.8M
- 12-month gross sales (incl. reinvestments): $71.4M
- Sales ÷ redemptions: 0.84×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.5M | $3.2M | −$686K |
| Jun 2026 | $5.1M | $6.3M | −$1.2M |
| May 2026 | $3.1M | $3.8M | −$734K |
| Apr 2026 | $2.6M | $28.0M | −$25.3M |
| Mar 2026 | $3.7M | $3.9M | −$198K |
| Feb 2026 | $6.8M | $3.4M | $3.4M |
| Jan 2026 | $27.8M | $3.2M | $24.6M |
| Dec 2025 | $3.7M | $3.4M | $308K |
| Nov 2025 | $3.6M | $3.6M | $59K |
| Oct 2025 | $4.7M | $19.4M | −$14.7M |
| Sep 2025 | $4.5M | $3.0M | $1.6M |
| Aug 2025 | $3.2M | $4.2M | −$975K |
MHORX Assets Under Management
Net assets of MFS Global High Yield Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $177.42M |
| 2026-04-30 | $181.38M |
| 2026-01-31 | $205.54M |
| 2025-10-31 | $179.58M |
| 2025-07-31 | $192.11M |
| 2025-04-30 | $194.55M |
| 2025-01-31 | $180.90M |
| 2024-10-31 | $192.29M |
| 2024-07-31 | $204.25M |
| 2024-04-30 | $206.78M |
| 2024-01-31 | $211.23M |
| 2023-10-31 | $193.97M |
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.