Nasdaq - Delayed Quote USD

MFS Emerging Markets Debt A (MEDAX)

11.93
+0.01
+(0.08%)
At close: 5:10:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.04%
5y Average Return 2.86%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (May 16, 2025) 18.83%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 18.83%
Worst 3Y Total Return -3.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MEDAX
Category
YTD
1.50%
-0.13%
1-Month
-0.42%
0.40%
3-Month
0.16%
3.23%
1-Year
7.82%
9.26%
3-Year
5.08%
5.92%
5-Year
3.17%
4.76%
10-Year
2.69%
4.29%
Last Bull Market
7.46%
11.92%
Last Bear Market
-11.69%
-4.79%

Annual Total Return (%) History

Year
MEDAX
Category
2025
--
--
2024
6.79%
--
2023
10.19%
--
2022
-15.04%
--
2021
-2.65%
--
2020
7.73%
5.09%
2019
13.78%
12.59%
2018
-5.22%
-4.93%

2017
9.33%
10.25%
2016
9.21%
10.51%
2015
-0.77%
-5.98%
2014
4.37%
-0.80%
2013
-6.40%
-7.27%
2012
18.83%
17.95%
2011
5.84%
1.98%
2010
11.20%
12.34%
2009
30.85%
32.43%
2008
-11.00%
-17.64%
2007
5.62%
5.36%
2006
10.97%
10.99%
2005
12.52%
11.50%
2004
13.47%
12.31%
2003
28.12%
30.83%
2002
15.40%
12.69%
2001
21.85%
12.83%
2000
15.83%
12.68%
1999
30.90%
29.58%
1998
--
-24.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.92% -- -- --
2024 2.36% 0.19% 6.14% -1.89%
2023 1.68% 1.69% -2.49% 9.29%
2022 -7.95% -11.69% -4.19% 9.08%
2021 -4.14% 3.36% -0.74% -1.02%
2020 -11.81% 11.87% 2.70% 6.32%
2019 6.10% 4.08% 0.38% 2.64%
2018 -1.60% -3.84% 1.39% -1.21%
2017 3.62% 1.94% 2.60% 0.89%
2016 4.25% 4.90% 3.73% -3.73%

2015 2.31% -0.14% -3.30% 0.44%
2014 2.81% 5.00% -1.33% -2.01%
2013 -1.64% -5.97% 0.35% 0.85%
2012 5.79% 1.32% 7.21% 3.41%
2011 1.21% 3.16% -3.48% 5.02%
2010 4.39% 0.04% 7.86% -1.28%
2009 2.60% 11.84% 11.96% 1.85%
2008 0.02% -0.21% -5.11% -6.03%
2007 2.29% -0.16% 1.57% 1.81%
2006 1.78% -2.35% 5.98% 5.36%
2005 -0.98% 7.55% 4.12% 1.47%
2004 3.30% -5.96% 9.85% 6.34%
2003 7.59% 9.22% 2.27% 6.60%
2002 9.53% -5.24% -0.96% 12.25%
2001 3.39% 7.19% -1.97% 12.17%
2000 9.37% 1.61% 3.77% 0.44%
1999 4.94% 6.20% 2.10% 15.04%
1998 -4.89% -23.19% 12.93% --

Rank in Category (By Total Return)

YTD 74
1-Month 44
3-Month 62
1-Year 67
3-Year 59
5-Year 72

Load Adjusted Returns

1-Year 3.24%
3-Year 3.57%
5-Year 2.28%
10-Year 2.24%

Performance & Risk

YTD Return 2.04%
5y Average Return 2.86%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Emerging Markets Bond
Fund Family MFS
Net Assets 6.96B
YTD Return 1.50%
Yield 6.53%
Morningstar Rating
Inception Date Dec 01, 2008

Fund Summary

The fund normally invests at least 80% of its net assets in debt instruments of issuers that are tied economically to emerging market countries. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It may invest up to 100% of its assets in below investment grade quality debt instruments.

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