Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDIX (MFS EMERGING MARKETS DEBT FUND I) | 1.61% | 11.02% | 9.87% | 2.65% | 3.95% | 4.29% | 5.40% | … | … |
Data as of 06/05/2026, Common starting date is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDIX (MFS EMERGING MARKETS DEBT FUND I) | 12/16/1998 | 06/05/2026 |
| 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 (%) | -0.24 | 11.02 | 9.87 | 2.65 | 3.95 | 4.29 | 5.40 | … | … | 1.61 | 12.48 | 7.16 | 10.51 | -14.84 | -2.41 | 8.00 | 14.09 | -5.00 | 9.62 | 9.51 | -0.59 | 4.71 | -6.25 | 19.15 | 6.11 | 11.04 | 31.21 | -10.85 | 4.41 | 5.96 | 2.69 | 4.05 | 15.88 | 7.89 | 21.88 | 15.17 | 30.75 | 2.68 |
| Sharpe Ratio | NA | 2.52 | 1.43 | 0.04 | 0.42 | NA | NA | … | … | 0.43 | 2.20 | 0.71 | 1.09 | -1.88 | -0.72 | 0.74 | 3.30 | -1.57 | 2.99 | 1.85 | -0.15 | 1.12 | -0.99 | 4.71 | 1.12 | 2.20 | 5.40 | -0.95 | 0.27 | 0.68 | 0.07 | 0.43 | 2.10 | 0.45 | 2.26 | 1.31 | 2.15 | 12.56 |
| Standard Deviation(%) | NA | 3.91 | 5.10 | 5.92 | 5.90 | NA | NA | … | … | 4.85 | 4.37 | 4.96 | 6.32 | 8.67 | 3.38 | 10.39 | 3.83 | 4.07 | 3.01 | 5.01 | 4.09 | 4.20 | 6.33 | 4.09 | 5.42 | 4.98 | 5.76 | 12.39 | 4.77 | 3.77 | 6.27 | 7.16 | 7.23 | 15.06 | 8.75 | 8.34 | 12.73 | 7.28 |
| Draw Down(%) | NA | 4.12 | 7.04 | 26.43 | 26.43 | NA | NA | … | … | 4.12 | 4.53 | 3.00 | 7.20 | 24.19 | 4.70 | 19.33 | 2.15 | 7.59 | 1.49 | 5.81 | 5.85 | 7.04 | 11.53 | 3.96 | 7.15 | 5.33 | 3.26 | 29.05 | 6.19 | 6.62 | 6.14 | 12.85 | 9.73 | 11.28 | 6.05 | 8.33 | 11.96 | 0.39 |
| Yield(%) | 0.00 | 4.91 | 6.24 | 4.78 | 4.75 | 4.87 | 5.68 | … | … | 1.83 | 5.56 | 6.89 | 6.03 | 5.45 | 4.04 | 4.20 | 4.99 | 4.42 | 4.66 | 5.08 | 4.61 | 4.82 | 4.90 | 6.23 | 5.88 | 7.46 | 7.63 | 6.90 | 6.40 | 2.72 | 0.00 | 0.00 | 0.00 | 0.00 | 9.45 | 14.00 | 12.50 | 6.97 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MEDIX (MFS EMERGING MARKETS DEBT FUND I) |
-5.63%
Oct 2019 – Oct 2022 |
-2.10%
Oct 2017 – Oct 2022 |
0.72%
Oct 2012 – Oct 2022 |
3.51%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDIX (MFS EMERGING MARKETS DEBT FUND I) |
26.52%
Feb 1999 – Feb 2002 |
18.67%
Jan 1999 – Jan 2004 |
10.59%
Sep 1999 – Sep 2009 |
10.25%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart