Nasdaq - Delayed Quote • USD
MFS Emerging Markets Debt I (MEDIX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.21% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 0.90% |
| 5y Average Return | 1.43% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MEDIX | Category Average | MEDIX | Category Average | MEDIX | Category Average | |
| Alpha | 3.03 | 0.02 | 2.08 | 0.02 | 1.61 | 0.01 |
| BETA | 1.17 | 0.01 | 1.16 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | -0.01 | 0.01 | 0.2 | 0 | 0.27 | 0 |
| R-squared | 63.27 | 0.08 | 41.85 | 0.12 | 38.08 | 0.12 |
| Standard Deviation | 10.73 | 0.12 | 11.06 | 0.1 | 8.68 | 0.09 |
| Sharpe Ratio | -0.29 | 0 | 0.02 | 0 | 0.21 | 0 |
| Treynor Ratio | -3.08 | 0.06 | -0.34 | 0.04 | 1.31 | 0.04 |
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