Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEDGX (MFS EMERGING MARKETS DEBT FUND R4) | 3.65% | 8.31% | 8.31% | 2.28% | 3.33% | 4.31% | NA | 6.47% |
Data as of 06/25/2025, AR inception is 12/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDGX (MFS EMERGING MARKETS DEBT FUND R4) | 12/05/2008 | 06/25/2025 |
| 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 (%) | 0.66 | 8.31 | 8.31 | 2.28 | 3.33 | 4.31 | NA | 6.47 | 3.65 | 6.64 | 10.47 | -14.85 | -2.39 | 8.06 | 14.07 | -5.05 | 9.59 | 9.10 | -0.59 | 4.69 | -6.24 | 19.10 | 6.17 | 10.86 | 29.73 | 7.70 |
| Sharpe Ratio | NA | 0.86 | 0.71 | 0.01 | 0.31 | NA | NA | 0.94 | 0.59 | 0.01 | 1.00 | -1.88 | -0.71 | 0.75 | 3.30 | -1.57 | 2.97 | 1.79 | -0.15 | 1.12 | -0.98 | 4.67 | 1.13 | 2.14 | 5.13 | 22.27 |
| Standard Deviation(%) | NA | 4.94 | 6.38 | 5.90 | 5.92 | NA | NA | 5.67 | 5.53 | 4.95 | 6.30 | 8.67 | 3.38 | 10.42 | 3.84 | 4.07 | 3.03 | 4.96 | 4.10 | 4.17 | 6.37 | 4.11 | 5.41 | 5.04 | 5.77 | 8.99 |
| Draw Down(%) | NA | 4.51 | 11.87 | 26.40 | 26.40 | NA | NA | 26.40 | 4.51 | 2.99 | 7.26 | 24.17 | 4.68 | 19.28 | 2.21 | 7.57 | 1.49 | 6.12 | 5.83 | 7.08 | 11.56 | 3.95 | 7.13 | 5.45 | 4.30 | 0.09 |
| Yield(%) | 0.00 | 6.22 | 6.61 | 4.91 | 4.69 | 5.20 | 5.71 | 7.14 | 2.10 | 6.92 | 6.01 | 5.44 | 4.03 | 4.21 | 5.00 | 4.41 | 4.65 | 4.61 | 4.59 | 4.80 | 4.88 | 6.21 | 5.87 | 7.30 | 6.47 | 0.00 |
Data as of 06/25/2025, 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 |
|---|---|---|---|---|
| MEDGX (MFS EMERGING MARKETS DEBT FUND R4) |
-5.63%
Oct 2019 - Oct 2022 |
-2.10%
Oct 2017 - Oct 2022 |
0.67%
Oct 2012 - Oct 2022 |
4.09%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDGX (MFS EMERGING MARKETS DEBT FUND R4) |
18.08%
Feb 2009 - Feb 2012 |
12.09%
Feb 2009 - Feb 2014 |
7.97%
Feb 2009 - Feb 2019 |
5.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart