Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMLIX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND I) | 0.40% | 8.89% | 7.08% | 2.23% | 3.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMLIX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND I) | 09/15/2011 | 06/04/2026 |
| 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 | 8.89 | 7.08 | 2.23 | 3.38 | NA | NA | … | … | 0.40 | 19.51 | -4.19 | 13.79 | -9.10 | -7.99 | 2.66 | 15.83 | -6.02 | 14.55 | 9.76 | -16.52 | -4.16 | -10.35 | 14.89 | -7.19 |
| Sharpe Ratio | NA | 1.13 | 0.64 | -0.01 | 0.24 | NA | NA | … | … | -0.08 | 3.16 | -1.14 | 1.23 | -1.06 | -1.20 | 0.18 | 2.19 | -0.82 | 1.92 | 0.86 | -1.71 | -0.53 | -1.25 | 1.92 | -1.58 |
| Standard Deviation(%) | NA | 6.34 | 7.07 | 7.64 | 8.66 | NA | NA | … | … | 8.46 | 5.29 | 6.84 | 8.29 | 9.92 | 6.66 | 13.49 | 6.56 | 9.10 | 7.26 | 11.12 | 9.66 | 7.88 | 8.31 | 7.80 | 14.25 |
| Draw Down(%) | NA | 6.80 | 9.33 | 23.81 | 25.32 | NA | NA | … | … | 6.80 | 2.39 | 7.71 | 9.33 | 20.10 | 10.57 | 23.59 | 3.89 | 15.98 | 5.45 | 9.48 | 19.42 | 14.72 | 16.32 | 8.33 | 8.56 |
| Yield(%) | 0.00 | 3.15 | 4.58 | 3.80 | 4.22 | 3.16 | 2.37 | … | … | 1.40 | 3.98 | 5.33 | 4.98 | 4.15 | 3.93 | 4.03 | 5.15 | 4.94 | 4.92 | 4.86 | 5.03 | 5.77 | 5.41 | 3.26 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLIX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND I) |
-10.65%
Jan 2013 – Jan 2016 |
-3.00%
Feb 2012 – Feb 2017 |
-2.20%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLIX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND I) |
11.39%
Oct 2022 – Oct 2025 |
7.04%
Dec 2015 – Dec 2020 |
4.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart