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Nasdaq - Delayed Quote USD

MFS Emerging Markets Debt R4 (MEDGX)

11.87
-0.02
(-0.17%)
At close: 8:01:34 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.43%
5y Average Return 3.41%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (May 1, 2025) 19.11%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 19.11%
Worst 3Y Total Return -3.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MEDGX
Category
YTD
1.98%
-0.13%
1-Month
-0.72%
0.40%
3-Month
1.98%
3.23%
1-Year
6.60%
9.26%
3-Year
3.73%
5.92%
5-Year
4.19%
4.76%
10-Year
3.19%
4.29%
Last Bull Market
7.71%
11.92%
Last Bear Market
-11.55%
-4.79%

Annual Total Return (%) History

Year
MEDGX
Category
2025
--
--
2024
7.14%
--
2023
10.47%
--
2022
-14.88%
--
2021
-2.40%
--
2020
8.06%
5.09%
2019
14.06%
12.59%
2018
-5.04%
-4.93%

2017
9.60%
10.25%
2016
9.55%
10.51%
2015
-0.59%
-5.98%
2014
4.70%
-0.80%
2013
-6.22%
-7.27%
2012
19.11%
17.95%
2011
6.18%
1.98%
2010
11.39%
12.34%
2009
31.26%
32.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.98% -- -- --
2024 2.51% 0.26% 6.20% -1.83%
2023 1.83% 1.75% -2.51% 9.36%
2022 -7.96% -11.55% -4.12% 9.05%
2021 -4.07% 3.36% -0.61% -0.96%
2020 -11.76% 12.01% 2.70% 6.45%
2019 6.24% 4.07% 0.51% 2.64%
2018 -1.61% -3.71% 1.45% -1.21%
2017 3.68% 2.00% 2.59% 1.02%
2016 4.39% 4.96% 3.72% -3.60%

2015 2.38% -0.07% -3.24% 0.43%
2014 2.95% 5.06% -1.27% -1.95%
2013 -1.58% -5.90% 0.41% 0.85%
2012 5.85% 1.32% 7.34% 3.47%
2011 1.27% 3.23% -3.35% 5.08%
2010 4.38% 0.17% 7.92% -1.29%
2009 2.66% 11.91% 12.11% 1.91%

Rank in Category (By Total Return)

YTD 82
1-Month 54
3-Month 82
1-Year 69
3-Year 58
5-Year 60

Load Adjusted Returns

1-Year 6.60%
3-Year 3.73%
5-Year 4.19%
10-Year 3.19%

Performance & Risk

YTD Return 1.43%
5y Average Return 3.41%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Emerging Markets Bond
Fund Family MFS
Net Assets 7.07B
YTD Return 1.98%
Yield 6.76%
Morningstar Rating
Inception Date May 31, 2002

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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