MFS Emerging Markets Equity Research Fund (EEMIX)

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The chart shows the growth of an initial investment of $10,000 in MFS Emerging Markets Equity Research Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

MFS Emerging Markets Equity Research Fund (EEMIX) has returned -0.10% so far this year and 28.13% over the past 12 months.

Based on dividend-adjusted daily data since Mar 8, 2021, EEMIX's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, your investment would double in approximately 15.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2022 with a return of +17.8%, while the worst month was Sep 2022 at -10.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EEMIX closed higher 47% of trading days. The best single day was Mar 16, 2022 with a return of +5.4%, while the worst single day was Apr 7, 2025 at -5.4%.

MFS Emerging Markets Equity Research Fund has an annualized alpha of -1.72%, beta of 0.54, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since March 09, 2021.

• This fund participated in 81.33% of S&P 500 Index downside but only 55.71% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.54 may look defensive, but with R² of 0.34 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.34 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

EEMIX has a high expense ratio of 1.00%, indicating above-average management fees.

EEMIX ranks 82 for risk / return — in the top 82% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for MFS Emerging Markets Equity Research Fund (EEMIX) and compare them to a chosen benchmark (S&P 500 Index).

MFS Emerging Markets Equity Research Fund provided a 1.90% dividend yield over the last twelve months, with an annual payout of $0.19 per share.

The table displays the monthly dividend distributions for MFS Emerging Markets Equity Research Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MFS Emerging Markets Equity Research Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Emerging Markets Equity Research Fund was 38.14%, occurring on Oct 31, 2022. Recovery took 682 trading sessions.

The current MFS Emerging Markets Equity Research Fund drawdown is 12.28%.

The chart below shows the rolling one-month volatility.