Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEDEX (MFS EMERGING MARKETS DEBT FUND R2) | 4.90% | 7.15% | 7.34% | 1.30% | 3.02% | 3.54% | NA | 6.03% |
Data as of 08/04/2025, AR inception is 12/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDEX (MFS EMERGING MARKETS DEBT FUND R2) | 12/05/2008 | 08/04/2025 |
| 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 7.15 | 7.34 | 1.30 | 3.02 | 3.54 | NA | 6.03 | 4.90 | 6.16 | 9.94 | -15.28 | -2.87 | 7.50 | 13.47 | -5.49 | 9.03 | 8.58 | -1.08 | 4.18 | -6.66 | 18.56 | 5.56 | 10.32 | 29.22 | 7.67 |
| Sharpe Ratio | NA | 0.72 | 0.67 | -0.13 | 0.26 | NA | NA | 0.87 | 1.00 | -0.09 | 0.92 | -1.93 | -0.87 | 0.70 | 3.19 | -1.69 | 2.82 | 1.69 | -0.28 | 1.01 | -1.05 | 4.60 | 1.03 | 2.06 | 5.04 | 21.65 |
| Standard Deviation(%) | NA | 4.69 | 6.08 | 5.84 | 5.87 | NA | NA | 5.62 | 5.10 | 4.80 | 6.25 | 8.68 | 3.32 | 10.36 | 3.78 | 4.04 | 2.99 | 4.96 | 4.00 | 4.13 | 6.36 | 4.06 | 5.38 | 4.96 | 5.78 | 9.20 |
| Draw Down(%) | NA | 4.61 | 11.97 | 26.77 | 26.77 | NA | NA | 26.77 | 4.61 | 2.98 | 7.50 | 24.44 | 4.75 | 19.36 | 2.20 | 7.92 | 1.52 | 6.20 | 6.07 | 7.17 | 11.61 | 4.00 | 7.25 | 5.43 | 4.37 | 0.18 |
| Yield(%) | 0.00 | 4.55 | 5.76 | 4.22 | 4.21 | 4.46 | 5.18 | 6.48 | 1.92 | 6.42 | 5.55 | 5.01 | 3.55 | 3.71 | 4.47 | 3.93 | 4.14 | 4.12 | 4.08 | 4.29 | 4.43 | 5.69 | 5.36 | 6.81 | 6.00 | 0.00 |
Data as of 08/04/2025, AR inception is 12/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDEX (MFS EMERGING MARKETS DEBT FUND R2) |
-6.10%
Oct 2019 - Oct 2022 |
-2.60%
Oct 2017 - Oct 2022 |
0.18%
Oct 2012 - Oct 2022 |
3.57%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDEX (MFS EMERGING MARKETS DEBT FUND R2) |
17.46%
Feb 2009 - Feb 2012 |
11.53%
Feb 2009 - Feb 2014 |
7.43%
Feb 2009 - Feb 2019 |
5.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart