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MEMAX: MFS EMERGING MARKETS EQUITY FUND A (MUTUAL FUND)
Basic Info 49.06 2.38(4.63%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 12/27/1995 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.90% |
| Expenses | 1.31% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 14.9 | 36.5 | 20.6 | 5.4 | 8.9 | 3.8 | 5.0 | 6.4 | 33.4 | 11.0 | 10.9 | -20.1 | -7.0 | 10.2 | 19.8 | -14.0 | 37.4 | 8.6 | -12.9 | -6.9 | -5.4 | 18.7 | -18.8 | 23.1 | 68.1 | -55.1 | 35.1 | 29.7 | 35.5 | 26.7 | 52.0 | -2.8 | -2.5 | -24.1 | 47.6 | -33.0 | 10.9 | 7.8 | 0.1 |
| Sharpe Ratio | NA | 2.6 | 2.71 | 1.32 | 0.24 | 0.45 | NA | NA | 0.24 | 2.11 | 0.55 | 0.56 | -1.01 | -0.49 | 0.35 | 1.42 | -0.96 | 4.32 | 0.53 | -0.82 | -0.59 | -0.43 | 1.22 | -0.78 | 1.2 | 2.27 | -1.11 | 1.38 | 1.4 | 2.69 | 1.56 | 3.94 | -0.26 | -0.29 | -1.23 | 2.26 | -1.44 | 0.42 | 0.46 | 2.39 |
| Draw Down(%) | NA | 12.3 | 12.3 | 14.5 | 41.0 | 42.3 | NA | NA | 67.0 | 13.7 | 8.9 | 11.0 | 33.9 | 18.0 | 36.1 | 11.5 | 23.8 | 3.9 | 12.2 | 24.3 | 17.0 | 15.7 | 16.2 | 28.2 | 15.4 | 22.1 | 65.6 | 17.6 | 24.6 | 10.0 | 20.1 | 11.1 | 25.8 | 27.0 | 36.8 | 15.5 | 45.7 | 22.6 | 8.6 | 0.1 |
| Standard Deviation(%) | NA | 18.9 | 14.9 | 14.5 | 16.0 | 16.8 | NA | NA | 19.9 | 14.5 | 13.4 | 13.0 | 21.5 | 14.2 | 28.5 | 12.9 | 16.1 | 8.5 | 15.9 | 15.8 | 11.7 | 12.7 | 15.4 | 24.2 | 19.1 | 29.9 | 50.2 | 23.3 | 18.9 | 12.3 | 16.5 | 13.0 | 15.1 | 17.1 | 23.0 | 19.5 | 25.4 | 17.2 | 8.9 | 4.0 |
| Treynor Ratio | NA | 0.55 | 0.45 | 0.21 | 0.04 | 0.08 | NA | NA | 0.05 | 0.34 | 0.08 | 0.07 | -0.21 | -0.08 | 0.1 | 0.19 | -0.17 | 0.43 | 0.09 | -0.15 | -0.08 | -0.06 | 0.21 | -0.2 | 0.26 | 0.75 | -0.57 | 0.34 | 0.27 | 0.38 | 0.28 | 0.64 | -0.06 | -0.11 | -0.3 | 0.52 | -0.47 | 0.09 | 0.06 | -0.1 |
| Alpha | NA | 0.08 | 0.05 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.03 | 0.0 | 0.01 | -0.01 | -0.03 | -0.02 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | -0.01 | 0.02 | -0.01 | -0.03 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.1 | 0.09 | -0.01 | 0.11 |
| Beta | NA | 0.89 | 0.9 | 0.92 | 0.96 | 0.95 | NA | NA | 0.89 | 0.91 | 0.95 | 0.98 | 1.02 | 0.83 | 0.99 | 0.97 | 0.93 | 0.86 | 0.89 | 0.84 | 0.87 | 0.87 | 0.92 | 0.93 | 0.89 | 0.91 | 0.98 | 0.94 | 0.98 | 0.88 | 0.9 | 0.8 | 0.7 | 0.47 | 0.95 | 0.84 | 0.78 | 0.79 | 0.69 | -0.95 |
| RSquared | NA | 0.72 | 0.75 | 0.8 | 0.85 | 0.88 | NA | NA | 0.87 | 0.84 | 0.81 | 0.87 | 0.9 | 0.87 | 0.94 | 0.89 | 0.93 | 0.79 | 0.94 | 0.94 | 0.92 | 0.92 | 0.94 | 0.98 | 0.97 | 0.98 | 0.98 | 0.95 | 0.92 | 0.88 | 0.84 | 0.81 | 0.73 | 0.4 | 0.74 | 0.58 | 0.76 | 0.78 | 0.59 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 2.6 | 2.7 | 0.8 | 1.8 | 0.6 | 1.9 | 0.4 | 0.1 | 0.6 | 0.1 | 2.9 | 0.4 | 0.9 | 0.4 | 0.3 | 1.8 | 7.1 | 15.4 | 9.1 | 9.6 | 0.1 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 1.5 | 1.5 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 33.4 | 5.5 | 169.8 | -60.2 | 242.6 | -64.9 | 314.8 | 367.7 | -78.1 | 315.2 | -96.2 | 616.5 | -52.4 | 77.6 | 98.6 | -76.0 | -90.4 | -45.0 | 99.6 | 23.3 | 8734.6 | -82.7 | N/A | N/A | N/A | N/A | -100.0 | -62.0 | 4.7 | 1460.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/1995
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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