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MEDEX: MFS EMERGING MARKETS DEBT FUND R2 (MUTUAL FUND)
Basic Info 12.32 0.01(0.08%) July 31
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 12/05/2008 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 5.16% |
| Expenses | 1.80% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/05/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 4.6 | 7.6 | 8.6 | 1.4 | 3.0 | 3.6 | 5.8 | 6.2 | 9.9 | -15.3 | -2.9 | 7.5 | 13.5 | -5.5 | 9.0 | 8.6 | -1.1 | 4.2 | -6.7 | 18.6 | 5.6 | 10.3 | 29.2 | 7.7 |
| Sharpe Ratio | NA | 0.92 | 0.97 | 0.82 | -0.11 | 0.26 | NA | 0.87 | -0.09 | 0.92 | -1.93 | -0.87 | 0.7 | 3.19 | -1.69 | 2.82 | 1.69 | -0.28 | 1.01 | -1.05 | 4.6 | 1.03 | 2.06 | 5.04 | 21.65 |
| Draw Down(%) | NA | 4.6 | 4.6 | 12.0 | 26.8 | 26.8 | NA | 26.8 | 3.0 | 7.5 | 24.4 | 4.7 | 19.4 | 2.2 | 7.9 | 1.5 | 6.2 | 6.1 | 7.2 | 11.6 | 4.0 | 7.3 | 5.4 | 4.4 | 0.2 |
| Standard Deviation(%) | NA | 5.2 | 4.8 | 6.2 | 5.8 | 5.9 | NA | 5.6 | 4.8 | 6.2 | 8.7 | 3.3 | 10.4 | 3.8 | 4.0 | 3.0 | 5.0 | 4.0 | 4.1 | 6.4 | 4.1 | 5.4 | 5.0 | 5.8 | 9.2 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.11 | -0.01 | 0.04 | NA | 0.2 | 0.0 | 0.13 | -0.32 | -0.11 | 0.11 | 0.62 | -0.29 | 0.43 | 0.42 | 1.38 | -0.4 | -0.33 | 1.24 | 0.55 | 0.87 | 1.89 | 22.25 |
| Alpha | NA | NA | 0.02 | 0.03 | 0.01 | 0.01 | NA | 0.02 | 0.04 | 0.03 | -0.02 | 0.0 | 0.0 | 0.04 | -0.02 | 0.02 | 0.03 | 0.0 | 0.02 | -0.02 | 0.07 | 0.02 | 0.04 | 0.1 | 0.4 |
| Beta | NA | NA | 0.56 | 0.46 | 0.45 | 0.37 | NA | 0.25 | 1.65 | 0.43 | 0.52 | 0.27 | 0.67 | 0.2 | 0.23 | 0.2 | 0.2 | -0.01 | -0.11 | 0.2 | 0.15 | 0.1 | 0.12 | 0.15 | 0.09 |
| RSquared | NA | 0.0 | 0.0 | 0.26 | 0.26 | 0.19 | NA | 0.11 | 0.06 | 0.33 | 0.38 | 0.16 | 0.32 | 0.06 | 0.13 | 0.2 | 0.1 | 0.0 | 0.02 | 0.06 | 0.04 | 0.02 | 0.05 | 0.09 | 0.04 |
| Yield(%) | N/A | 1.9 | 5.1 | 5.8 | 4.3 | 4.2 | 4.5 | N/A | 6.4 | 5.5 | 5.0 | 3.5 | 3.7 | 4.5 | 3.9 | 4.1 | 4.1 | 4.1 | 4.3 | 4.4 | 5.7 | 5.4 | 6.8 | 6.0 | 0.0 |
| Dividend Growth(%) | N/A | -69.9 | -14.7 | 23.9 | 7.6 | N/A | N/A | N/A | 19.2 | -11.3 | 32.1 | -1.3 | -9.4 | 3.0 | -0.6 | 5.1 | -4.2 | -4.9 | -14.1 | -12.4 | 6.2 | -18.7 | 39.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2008
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