Nasdaq - Delayed Quote USD

MFS Emerging Markets Debt I (MEDIX)

11.72 +0.02 (+0.17%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.49%
5y Average Return 1.40%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 31.21%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 31.21%
Worst 3Y Total Return -3.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MEDIX
Category
YTD
2.51%
-0.13%
1-Month
2.09%
0.40%
3-Month
2.51%
3.23%
1-Year
11.22%
9.26%
3-Year
-0.65%
5.92%
5-Year
1.77%
4.76%
10-Year
2.94%
4.29%
Last Bull Market
6.34%
11.92%
Last Bear Market
-11.59%
-4.79%

Annual Total Return (%) History

Year
MEDIX
Category
2024
--
--
2023
10.48%
--
2022
-14.88%
--
2021
-2.42%
--
2020
8.00%
5.09%
2019
14.09%
12.59%
2018
-5.01%
-4.93%
2017
9.61%
10.25%

2016
9.49%
10.51%
2015
-0.60%
-5.98%
2014
4.70%
-0.80%
2013
-6.25%
-7.27%
2012
19.15%
17.95%
2011
6.11%
1.98%
2010
11.41%
12.34%
2009
31.21%
32.43%
2008
-10.87%
-17.64%
2007
5.95%
5.36%
2006
11.17%
10.99%
2005
12.89%
11.50%
2004
13.77%
12.31%
2003
28.47%
30.83%
2002
15.57%
12.69%
2001
21.87%
12.83%
2000
15.85%
12.68%
1999
30.75%
29.58%
1998
--
-24.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.51% -- -- --
2023 1.83% 1.75% -2.44% 9.29%
2022 -7.92% -11.59% -4.14% 9.07%
2021 -4.09% 3.37% -0.62% -0.96%
2020 -11.79% 11.97% 2.70% 6.47%
2019 6.18% 4.16% 0.44% 2.71%
2018 -1.55% -3.72% 1.46% -1.22%
2017 3.69% 2.07% 2.59% 0.95%
2016 4.40% 4.98% 3.73% -3.68%
2015 2.38% -0.08% -3.25% 0.43%

2014 2.95% 5.01% -1.21% -1.96%
2013 -1.59% -5.92% 0.41% 0.85%
2012 5.86% 1.32% 7.29% 3.54%
2011 1.27% 3.23% -3.42% 5.09%
2010 4.39% 0.10% 7.94% -1.23%
2009 2.67% 11.84% 12.13% 1.91%
2008 0.01% -0.08% -5.05% -6.06%
2007 2.36% -0.10% 1.71% 1.88%
2006 1.77% -2.30% 6.13% 5.35%
2005 -0.92% 7.63% 4.19% 1.61%
2004 3.37% -5.91% 9.93% 6.41%
2003 7.67% 9.30% 2.34% 6.67%
2002 9.54% -5.22% -0.89% 12.32%
2001 3.39% 7.09% -1.98% 12.29%
2000 9.27% 1.62% 3.88% 0.44%
1999 4.94% 6.20% 2.10% 14.91%
1998 -4.89% -23.19% 12.92% --

Rank in Category (By Total Return)

YTD 29
1-Month 34
3-Month 29
1-Year 46
3-Year 45
5-Year 38

Load Adjusted Returns

1-Year 11.22%
3-Year -0.65%
5-Year 1.77%
10-Year 2.94%

Performance & Risk

YTD Return 0.49%
5y Average Return 1.40%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Emerging Markets Bond
Fund Family MFS
Net Assets 6.89B
YTD Return 2.51%
Yield 6.07%
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.

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