Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDAX (MFS EMERGING MARKETS DEBT FUND A) | 1.75% | 11.54% | 9.71% | 2.49% | 3.66% | 3.99% | 5.22% | … | … |
Data as of 06/03/2026, Common starting date is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDAX (MFS EMERGING MARKETS DEBT FUND A) | 12/16/1998 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 11.54 | 9.71 | 2.49 | 3.66 | 3.99 | 5.22 | … | … | 1.75 | 12.28 | 6.84 | 10.23 | -15.00 | -2.65 | 7.72 | 13.79 | -5.22 | 8.24 | 9.21 | -0.77 | 4.37 | -6.40 | 18.83 | 5.84 | 10.88 | 30.85 | -11.00 | 4.07 | 9.46 | 6.99 | 8.90 | 16.53 | 7.98 | 21.85 | 15.16 | 30.90 | 2.69 |
| Sharpe Ratio | NA | 2.45 | 1.38 | 0.00 | 0.36 | NA | NA | … | … | 0.38 | 2.14 | 0.66 | 1.05 | -1.89 | -0.79 | 0.72 | 3.23 | -1.64 | 2.53 | 1.81 | -0.20 | 1.05 | -1.02 | 4.64 | 1.07 | 2.15 | 5.33 | -0.96 | 0.19 | 1.52 | 0.95 | 1.14 | 2.18 | 0.45 | 2.26 | 1.30 | 2.16 | 11.91 |
| Standard Deviation(%) | NA | 3.92 | 5.07 | 5.91 | 5.88 | NA | NA | … | … | 4.81 | 4.42 | 4.84 | 6.32 | 8.71 | 3.37 | 10.35 | 3.81 | 4.04 | 3.01 | 4.96 | 4.08 | 4.15 | 6.34 | 4.08 | 5.44 | 5.03 | 5.77 | 12.44 | 4.74 | 3.99 | 4.97 | 6.93 | 7.26 | 15.03 | 8.74 | 8.42 | 12.72 | 7.72 |
| Draw Down(%) | NA | 4.11 | 7.05 | 26.55 | 26.55 | NA | NA | … | … | 4.11 | 4.61 | 2.99 | 7.39 | 24.26 | 4.73 | 19.29 | 2.21 | 7.76 | 1.50 | 5.77 | 5.93 | 7.14 | 11.52 | 3.95 | 7.18 | 5.29 | 3.29 | 29.14 | 6.24 | 5.84 | 6.06 | 12.90 | 9.78 | 11.27 | 5.94 | 8.23 | 11.96 | 0.39 |
| Yield(%) | 0.00 | 4.67 | 5.99 | 4.59 | 4.54 | 4.64 | 5.54 | … | … | 1.73 | 5.31 | 6.66 | 5.80 | 5.24 | 3.79 | 3.97 | 4.74 | 4.18 | 4.40 | 4.81 | 4.35 | 4.56 | 4.67 | 5.96 | 5.62 | 7.25 | 7.36 | 6.64 | 6.14 | 5.92 | 4.31 | 4.60 | 0.68 | 0.00 | 9.44 | 14.00 | 12.50 | 6.97 |
Data as of 06/03/2026, Common starting date is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDAX (MFS EMERGING MARKETS DEBT FUND A) |
-5.86%
Oct 2019 – Oct 2022 |
-2.34%
Oct 2017 – Oct 2022 |
0.38%
Oct 2012 – Oct 2022 |
3.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDAX (MFS EMERGING MARKETS DEBT FUND A) |
26.55%
Feb 1999 – Feb 2002 |
18.84%
Jan 1999 – Jan 2004 |
11.92%
Sep 1999 – Sep 2009 |
11.05%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart