MEDEX - MFS Emerging Markets Debt Fund Class R2

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return4.30%
5-Year Average Return3.96%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)30.63%
Worst 1 Yr Total Return (Feb 3, 2019)-6.66%
Best 3-Yr Total Return30.63%
Worst 3-Yr Total Return-1.28%

Trailing Returns (%) Vs. Benchmarks

ReturnMEDEXCategory
YTD6.50%6.02%
1-Month0.44%0.19%
3-Month1.50%1.23%
1-Year5.06%4.53%
3-Year4.11%5.01%
5-Year2.82%2.60%
10-Year6.34%6.97%
Last Bull Market12.23%11.78%
Last Bear Market-1.74%-5.05%

Annual Total Return (%) History

Year
MEDEXCategory
2019
N/AN/A
2018
-5.49%-4.93%
2017
9.04%10.25%
2016
9.00%10.51%
2015
-1.06%-5.98%
2014
4.18%-0.80%
2013
-6.66%-7.27%
2012
18.56%17.95%
2011
5.58%1.98%
2010
10.82%12.34%
2009
30.63%32.43%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20196.09%N/AN/AN/A
2018-1.72%-3.81%1.33%-1.33%
20173.54%1.87%2.53%0.83%
20164.25%4.82%3.66%-3.77%
20152.24%-0.19%-3.42%0.38%
20142.81%4.92%-1.38%-2.06%
2013-1.70%-6.07%0.35%0.72%
20125.78%1.19%7.19%3.34%
20111.15%3.09%-3.45%4.86%
20104.25%0.05%7.77%-1.40%
20092.54%11.74%12.02%1.78%

Rank In Category (By Total Return)

YTD39
1-Month28
3-Month43
1-Year48
3-Year77
5-Year59

Load Adjusted Returns

1-Year5.06%
3-Year4.11%
5-Year2.82%
10-Year6.34%