MFS Emerging Markets Equity Fund (MEMAX)

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The chart shows the growth of an initial investment of $10,000 in MFS Emerging Markets Equity 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 Fund (MEMAX) has returned -1.90% so far this year and 24.93% over the past 12 months. Over the last ten years, MEMAX has returned 7.18% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 24, 1995, MEMAX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2022 with a return of +17.5%, while the worst month was Aug 1998 at -29.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MEMAX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +15.3%, while the worst single day was Oct 15, 2008 at -12.9%.

MFS Emerging Markets Equity Fund has an annualized alpha of 0.67%, beta of 0.72, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since October 25, 1995.

• This fund participated in 105.92% of S&P 500 Index downside but only 95.85% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.48 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

MEMAX has a high expense ratio of 1.31%, indicating above-average management fees.

MEMAX ranks 78 for risk / return — better than 78% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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

MFS Emerging Markets Equity Fund provided a 2.52% dividend yield over the last twelve months, with an annual payout of $1.05 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for MFS Emerging Markets Equity 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 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 Fund was 67.04%, occurring on Nov 20, 2008. Recovery took 2296 trading sessions.

The current MFS Emerging Markets Equity Fund drawdown is 12.27%.

The chart below shows the rolling one-month volatility.