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MEDIX: MFS Emerging Markets Debt I (MUTUAL FUND)
Basic Info 14.84 0.07(0.47%) September 24
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 05/15/2002 |
| Last Dividend Date: | 08/31/2021 |
| 12-Mo. Yield | 3.95% |
| Expenses | 0.88% |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.1 | -1.0 | 5.9 | 6.8 | 4.2 | 5.4 | 6.2 | 8.4 | 8.0 | 14.1 | -5.0 | 9.6 | 9.5 | -0.6 | 4.7 | -6.3 | 19.2 | 6.1 | 11.0 | 31.2 | -10.8 | 4.4 | 6.0 | 2.7 | 4.0 | 15.9 | 7.9 | 21.9 | 15.2 | 30.8 | 2.7 |
| SR | NA | -0.42 | 1.76 | 0.92 | 0.59 | 0.95 | NA | 0.98 | 0.74 | 3.31 | -1.55 | 3.0 | 1.85 | -0.15 | 1.12 | -0.99 | 4.71 | 1.12 | 2.2 | 5.4 | -0.95 | 0.3 | 0.72 | 0.08 | 0.43 | 2.1 | 0.45 | 2.28 | 1.33 | 2.16 | 12.61 |
| DD(%) | NA | 4.6 | 4.6 | 19.3 | 19.3 | 19.3 | NA | 29.4 | 19.3 | 2.1 | 7.6 | 1.5 | 5.8 | 5.8 | 7.0 | 11.5 | 4.0 | 7.2 | 5.3 | 3.3 | 29.0 | 6.2 | 6.6 | 6.1 | 12.8 | 9.7 | 11.3 | 6.0 | 8.3 | 12.0 | 0.4 |
| SD(%) | NA | 3.2 | 3.3 | 6.7 | 5.8 | 5.3 | NA | 7.4 | 10.4 | 3.8 | 4.1 | 3.0 | 5.0 | 4.1 | 4.2 | 6.3 | 4.1 | 5.4 | 5.0 | 5.8 | 12.4 | 4.8 | 3.8 | 6.3 | 7.2 | 7.2 | 15.1 | 8.7 | 8.3 | 12.7 | 7.3 |
| TR | NA | -0.05 | 0.22 | 0.12 | 0.09 | 0.22 | NA | 0.63 | 0.11 | 0.61 | -0.27 | 0.48 | 0.46 | 1.63 | -0.44 | -0.32 | 1.17 | 0.67 | 0.95 | 2.06 | -0.75 | 0.11 | 0.17 | 0.05 | 0.11 | 1.04 | -0.3 | -1.69 | 2.22 | -0.82 | -1.85 |
| Alpha(%) | NA | 0.0 | 0.02 | 0.02 | 0.01 | 0.02 | NA | 0.03 | 0.01 | 0.04 | -0.02 | 0.03 | 0.04 | 0.0 | 0.02 | -0.02 | 0.07 | 0.02 | 0.04 | 0.1 | -0.05 | 0.0 | 0.01 | 0.01 | 0.0 | 0.05 | 0.05 | 0.07 | 0.04 | 0.08 | 0.26 |
| Beta(%) | NA | 0.27 | 0.27 | 0.49 | 0.39 | 0.23 | NA | 0.11 | 0.68 | 0.21 | 0.23 | 0.19 | 0.2 | 0.0 | -0.11 | 0.19 | 0.16 | 0.09 | 0.11 | 0.15 | 0.16 | 0.12 | 0.16 | 0.12 | 0.29 | 0.15 | -0.23 | -0.12 | 0.05 | -0.34 | -0.5 |
| RS | NA | 0.16 | 0.16 | 0.23 | 0.19 | 0.09 | NA | 0.02 | 0.32 | 0.07 | 0.13 | 0.18 | 0.11 | 0.0 | 0.02 | 0.05 | 0.05 | 0.02 | 0.05 | 0.09 | 0.02 | 0.03 | 0.11 | 0.02 | 0.2 | 0.05 | 0.02 | 0.02 | 0.0 | 0.05 | 0.25 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2002
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See Emerging Markets Bond Asset Class Trend Rankings |
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