Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EMLBX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND B) 0.06% 8.06% 5.99% 1.39% 2.48% NA NA
Data as of 06/03/2026, Common starting date is 09/16/2011
More Performance Analytics Comparison
Name Start Date End Date
EMLBX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND B) 09/16/2011 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 8.06 5.99 1.39 2.48 NA NA 0.06 18.27 -5.06 12.64 -9.77 -8.96 1.69 14.92 -7.08 13.65 8.55 -17.26 -5.03 -11.36 13.87 -6.63
Sharpe Ratio NA 0.94 0.48 -0.13 0.12 NA NA -0.18 2.92 -1.25 1.09 -1.15 -1.36 0.11 2.04 -0.93 1.81 0.76 -1.81 -0.65 -1.38 1.78 -1.49
Standard Deviation(%) NA 6.41 7.10 7.63 8.66 NA NA 8.55 5.28 6.93 8.31 9.74 6.59 13.59 6.58 9.16 7.22 10.99 9.57 7.79 8.23 7.85 14.19
Draw Down(%) NA 6.91 9.69 24.67 26.44 NA NA 6.91 2.38 7.98 9.69 20.51 11.36 23.74 3.81 16.57 5.51 10.10 20.00 15.09 16.61 8.64 8.56
Yield(%) 0.00 2.20 3.62 3.01 3.36 2.52 1.89 1.06 2.93 4.41 3.97 3.28 3.05 3.17 4.20 3.98 3.94 3.48 4.07 4.73 4.49 2.32 0.00
Data as of 06/03/2026, Common starting date is 09/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMLBX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND B) -11.53%
Jan 2013 – Jan 2016
-3.97%
Feb 2012 – Feb 2017
-3.12%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMLBX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND B) 10.28%
Oct 2022 – Oct 2025
6.02%
Dec 2015 – Dec 2020
3.64%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return