See what your fund actually adds

MFS Global High Yield Fund Class A MHOAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

MHOAX compared with its replication portfolio
MeasureMHOAXReplication
Annualized growth3.6%3.7%
Annualized volatility5.3%5.3%
Sharpe ratio0.700.71
Maximum drawdown14.8%13.8%
Replication fit (R²)0.97 · Tracking error 0.9%

Replication portfolio

The published portfolio below is the investable basket used to model MHOAX’s historical return behavior.

MHOAX replication basket weights
TickerBuilding blockWeight
SPHYFI · High Yield73.1%
BKLNFI · Senior Bank Loans13.1%
VWOBFI · EM Bonds USD9.7%
BNDXFI · International4.1%