Nasdaq - Delayed Quote USD

MFS Emerging Markets Debt A (MEDAX)

11.73 -0.04 (-0.34%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.10%
5y Average Return 1.13%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 30.85%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 30.85%
Worst 3Y Total Return -3.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MEDAX
Category
YTD
2.36%
-0.13%
1-Month
2.06%
0.40%
3-Month
2.36%
3.23%
1-Year
10.93%
9.26%
3-Year
-0.90%
5.92%
5-Year
1.51%
4.76%
10-Year
2.69%
4.29%
Last Bull Market
6.18%
11.92%
Last Bear Market
-11.69%
-4.79%

Annual Total Return (%) History

Year
MEDAX
Category
2024
--
--
2023
10.19%
--
2022
-15.04%
--
2021
-2.65%
--
2020
7.73%
5.09%
2019
13.78%
12.59%
2018
-5.22%
-4.93%
2017
9.33%
10.25%

2016
9.21%
10.51%
2015
-0.77%
-5.98%
2014
4.37%
-0.80%
2013
-6.40%
-7.27%
2012
18.83%
17.95%
2011
5.84%
1.98%
2010
11.20%
12.34%
2009
30.85%
32.43%
2008
-11.00%
-17.64%
2007
5.62%
5.36%
2006
10.97%
10.99%
2005
12.52%
11.50%
2004
13.47%
12.31%
2003
28.12%
30.83%
2002
15.40%
12.69%
2001
21.85%
12.83%
2000
15.83%
12.68%
1999
30.90%
29.58%
1998
--
-24.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.36% -- -- --
2023 1.68% 1.69% -2.49% 9.29%
2022 -7.95% -11.69% -4.19% 9.08%
2021 -4.14% 3.36% -0.74% -1.02%
2020 -11.81% 11.87% 2.70% 6.32%
2019 6.10% 4.08% 0.38% 2.64%
2018 -1.60% -3.84% 1.39% -1.21%
2017 3.62% 1.94% 2.60% 0.89%
2016 4.25% 4.90% 3.73% -3.73%
2015 2.31% -0.14% -3.30% 0.44%

2014 2.81% 5.00% -1.33% -2.01%
2013 -1.64% -5.97% 0.35% 0.85%
2012 5.79% 1.32% 7.21% 3.41%
2011 1.21% 3.16% -3.48% 5.02%
2010 4.39% 0.04% 7.86% -1.28%
2009 2.60% 11.84% 11.96% 1.85%
2008 0.02% -0.21% -5.11% -6.03%
2007 2.29% -0.16% 1.57% 1.81%
2006 1.78% -2.35% 5.98% 5.36%
2005 -0.98% 7.55% 4.12% 1.47%
2004 3.30% -5.96% 9.85% 6.34%
2003 7.59% 9.22% 2.27% 6.60%
2002 9.53% -5.24% -0.96% 12.25%
2001 3.39% 7.19% -1.97% 12.17%
2000 9.37% 1.61% 3.77% 0.44%
1999 4.94% 6.20% 2.10% 15.04%
1998 -4.89% -23.19% 12.93% --

Rank in Category (By Total Return)

YTD 40
1-Month 35
3-Month 40
1-Year 50
3-Year 55
5-Year 46

Load Adjusted Returns

1-Year 6.22%
3-Year -2.33%
5-Year 0.63%
10-Year 2.24%

Performance & Risk

YTD Return 0.10%
5y Average Return 1.13%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Emerging Markets Bond
Fund Family MFS
Net Assets 6.89B
YTD Return 2.36%
Yield 5.84%
Morningstar Rating
Inception Date Dec 01, 2008

Fund Summary

The fund normally invests at least 80% of its net assets in debt instruments of issuers that are tied economically to emerging market countries. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It may invest up to 100% of its assets in below investment grade quality debt instruments.

Related Tickers