Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EMLMX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND R4) | 12.24% | 11.41% | 9.47% | 2.75% | 2.33% | NA | NA | 0.81% |
Data as of 07/10/2025, AR inception is 09/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMLMX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND R4) | 09/16/2011 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 11.41 | 9.47 | 2.75 | 2.33 | NA | NA | 0.81 | 12.24 | -4.16 | 13.44 | -8.85 | -7.92 | 2.74 | 16.06 | -6.52 | 15.24 | 9.54 | -16.39 | -4.16 | -10.35 | 14.89 | -6.63 |
| Sharpe Ratio | NA | 1.67 | 0.68 | 0.12 | 0.11 | NA | NA | -0.02 | 4.02 | -1.59 | 1.12 | -1.04 | -1.19 | 0.19 | 2.24 | -0.85 | 2.02 | 0.84 | -1.71 | -0.53 | -1.25 | 1.92 | -1.47 |
| Standard Deviation(%) | NA | 6.48 | 7.76 | 7.81 | 8.98 | NA | NA | 8.97 | 6.23 | 6.74 | 8.26 | 9.91 | 6.66 | 13.51 | 6.56 | 9.24 | 7.25 | 11.07 | 9.59 | 7.90 | 8.30 | 7.78 | 14.31 |
| Draw Down(%) | NA | 8.42 | 10.25 | 25.13 | 25.13 | NA | NA | 33.34 | 2.55 | 7.80 | 9.41 | 20.06 | 10.49 | 23.65 | 3.85 | 16.48 | 5.43 | 9.79 | 19.29 | 14.72 | 16.32 | 8.33 | 8.56 |
| Yield(%) | 0.00 | 4.59 | 5.04 | 4.18 | 3.99 | 3.03 | 2.27 | 3.50 | 1.82 | 5.27 | 4.93 | 4.12 | 4.04 | 4.10 | 5.29 | 4.49 | 5.00 | 4.47 | 5.03 | 5.77 | 5.41 | 3.26 | 0.00 |
Data as of 07/10/2025, AR inception is 09/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLMX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND R4) |
-10.61%
Jan 2013 - Jan 2016 |
-3.04%
Feb 2012 - Feb 2017 |
-2.14%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLMX (MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND R4) |
8.27%
Jun 2022 - Jun 2025 |
7.07%
Dec 2015 - Dec 2020 |
2.32%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart