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MEDGX: MFS EMERGING MARKETS DEBT FUND R4 (MUTUAL FUND)
Basic Info 12.17 0.02(0.16%) June 26
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/05/2008 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 6.22% |
| Expenses | 1.80% |
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Performance Analytics (As of 06/20/2025)
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(%) | 0.8 | 3.8 | 8.5 | 8.3 | 2.3 | 3.4 | 4.3 | 6.3 | 6.6 | 10.5 | -14.8 | -2.4 | 8.1 | 14.1 | -5.0 | 9.6 | 9.1 | -0.6 | 4.7 | -6.2 | 19.1 | 6.2 | 10.9 | 29.7 | 7.7 |
| Sharpe Ratio | NA | 0.59 | 0.86 | 0.71 | 0.01 | 0.31 | NA | 0.94 | 0.01 | 1.0 | -1.88 | -0.71 | 0.75 | 3.3 | -1.57 | 2.97 | 1.79 | -0.15 | 1.12 | -0.98 | 4.67 | 1.13 | 2.14 | 5.13 | 22.27 |
| Draw Down(%) | NA | 4.5 | 4.5 | 11.9 | 26.4 | 26.4 | NA | 26.4 | 3.0 | 7.3 | 24.2 | 4.7 | 19.3 | 2.2 | 7.6 | 1.5 | 6.1 | 5.8 | 7.1 | 11.6 | 3.9 | 7.1 | 5.5 | 4.3 | 0.1 |
| Standard Deviation(%) | NA | 5.5 | 4.9 | 6.4 | 5.9 | 5.9 | NA | 5.7 | 4.9 | 6.3 | 8.7 | 3.4 | 10.4 | 3.8 | 4.1 | 3.0 | 5.0 | 4.1 | 4.2 | 6.4 | 4.1 | 5.4 | 5.0 | 5.8 | 9.0 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.1 | 0.0 | 0.05 | NA | 0.22 | 0.0 | 0.15 | -0.31 | -0.09 | 0.12 | 0.63 | -0.27 | 0.45 | 0.44 | 1.08 | -0.46 | -0.32 | 1.27 | 0.61 | 0.93 | 1.98 | 19.7 |
| Alpha | NA | NA | 0.02 | 0.02 | 0.01 | 0.01 | NA | 0.02 | 0.05 | 0.03 | -0.02 | 0.0 | 0.01 | 0.04 | -0.02 | 0.03 | 0.03 | 0.0 | 0.02 | -0.02 | 0.07 | 0.02 | 0.04 | 0.1 | 0.4 |
| Beta | NA | NA | 0.54 | 0.46 | 0.45 | 0.37 | NA | 0.25 | 1.68 | 0.42 | 0.53 | 0.27 | 0.67 | 0.2 | 0.23 | 0.2 | 0.2 | -0.01 | -0.1 | 0.2 | 0.15 | 0.1 | 0.12 | 0.15 | 0.1 |
| RSquared | NA | 0.0 | 0.0 | 0.26 | 0.26 | 0.19 | NA | 0.11 | 0.05 | 0.33 | 0.39 | 0.15 | 0.31 | 0.06 | 0.13 | 0.2 | 0.11 | 0.0 | 0.02 | 0.05 | 0.04 | 0.02 | 0.05 | 0.09 | 0.06 |
| Yield(%) | N/A | 2.1 | 6.2 | 6.6 | 4.9 | 4.7 | 5.2 | N/A | 6.9 | 6.0 | 5.4 | 4.0 | 4.2 | 5.0 | 4.4 | 4.7 | 4.6 | 4.6 | 4.8 | 4.9 | 6.2 | 5.9 | 7.3 | 6.5 | 0.0 |
| Dividend Growth(%) | N/A | -69.4 | -2.5 | 22.1 | 6.5 | N/A | N/A | N/A | 18.6 | -11.5 | 26.0 | -1.1 | -8.1 | 2.7 | -0.8 | 5.5 | -4.6 | -4.4 | -12.8 | -11.5 | 5.8 | -16.9 | 39.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2008
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