Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDFX (MFS EMERGING MARKETS DEBT FUND R3) | 1.27% | 10.36% | 9.44% | 2.23% | 3.61% | 3.99% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDFX (MFS EMERGING MARKETS DEBT FUND R3) | 12/05/2008 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 10.36 | 9.44 | 2.23 | 3.61 | 3.99 | NA | … | … | 1.27 | 12.27 | 6.92 | 10.14 | -14.98 | -2.64 | 7.79 | 13.79 | -5.28 | 9.32 | 8.85 | -0.84 | 4.44 | -6.46 | 18.82 | 5.91 | 10.61 | 29.46 | 7.70 |
| Sharpe Ratio | NA | 2.10 | 1.26 | -0.02 | 0.35 | NA | NA | … | … | 0.22 | 2.14 | 0.68 | 1.04 | -1.90 | -0.79 | 0.72 | 3.23 | -1.66 | 2.97 | 1.74 | -0.21 | 1.06 | -1.02 | 4.64 | 1.09 | 2.10 | 5.13 | 22.27 |
| Standard Deviation(%) | NA | 3.88 | 5.07 | 5.90 | 5.88 | NA | NA | … | … | 4.82 | 4.41 | 4.87 | 6.29 | 8.68 | 3.36 | 10.40 | 3.82 | 4.03 | 2.93 | 4.96 | 4.04 | 4.17 | 6.36 | 4.08 | 5.41 | 5.01 | 5.73 | 8.99 |
| Draw Down(%) | NA | 4.10 | 7.13 | 26.60 | 26.60 | NA | NA | … | … | 4.10 | 4.61 | 2.99 | 7.39 | 24.31 | 4.72 | 19.35 | 2.21 | 7.76 | 1.50 | 6.14 | 5.93 | 7.14 | 11.58 | 3.95 | 7.24 | 5.45 | 4.30 | 0.09 |
| Yield(%) | 0.00 | 4.64 | 5.98 | 4.55 | 4.47 | 4.61 | 5.74 | … | … | 1.73 | 5.31 | 6.66 | 5.80 | 5.23 | 3.80 | 3.97 | 4.74 | 4.18 | 4.40 | 4.37 | 4.35 | 4.56 | 4.66 | 5.96 | 5.62 | 7.07 | 6.22 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDFX (MFS EMERGING MARKETS DEBT FUND R3) |
-5.84%
Oct 2019 – Oct 2022 |
-2.32%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
3.83%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDFX (MFS EMERGING MARKETS DEBT FUND R3) |
17.82%
Feb 2009 – Feb 2012 |
11.83%
Feb 2009 – Feb 2014 |
7.71%
Feb 2009 – Feb 2019 |
5.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart