MFS Emerging Markets Equity Fund (MEMAX)
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities 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. The adviser may also invest in equity securities of issuers that are not tied economically to emerging market countries.
Fund Info
US55273E5096
55273E509
Oct 23, 1995
$1,000
Large-Cap
Blend
Expense Ratio
MEMAX has a high expense ratio of 1.31%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
MFS Emerging Markets Equity Fund had a return of 7.41% year-to-date (YTD) and 19.81% in the last 12 months. Over the past 10 years, MFS Emerging Markets Equity Fund had an annualized return of 3.56%, while the S&P 500 had an annualized return of 11.31%, indicating that MFS Emerging Markets Equity Fund did not perform as well as the benchmark.
MEMAX
7.41%
7.05%
6.98%
19.81%
2.47%
3.56%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of MEMAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.53% | 7.41% | |||||||||||
| 2024 | -4.23% | 3.66% | 2.99% | 0.58% | 1.19% | 3.14% | 2.06% | 2.20% | 5.67% | -4.72% | -1.79% | 0.23% | 10.96% |
| 2023 | 10.11% | -6.65% | 3.75% | -0.47% | -2.05% | 5.05% | 4.32% | -5.83% | -1.63% | -3.42% | 5.57% | 3.05% | 10.89% |
| 2022 | 0.25% | -7.84% | -1.84% | -6.64% | 1.90% | -5.83% | -0.56% | -0.70% | -11.06% | -4.04% | 17.50% | -0.70% | -20.10% |
| 2021 | 2.06% | 0.93% | -0.38% | 0.50% | 3.07% | -1.48% | -5.71% | 0.91% | -5.07% | 2.32% | -5.99% | 2.22% | -6.98% |
| 2020 | -5.76% | -5.70% | -18.35% | 8.72% | 0.75% | 7.86% | 7.28% | 2.92% | -1.46% | 0.91% | 9.10% | 7.29% | 10.17% |
| 2019 | 10.12% | -0.03% | 1.42% | 1.58% | -7.19% | 6.64% | -1.75% | -4.86% | 1.74% | 3.93% | 0.54% | 7.41% | 19.81% |
| 2018 | 7.80% | -4.49% | -0.28% | -1.00% | -1.93% | -2.97% | 2.21% | -2.54% | -1.68% | -9.05% | 2.41% | -2.56% | -14.02% |
| 2017 | 5.12% | 2.12% | 3.71% | 3.72% | 2.95% | 0.76% | 4.34% | 2.47% | 1.34% | 2.38% | -0.21% | 3.60% | 37.38% |
| 2016 | -6.33% | -1.89% | 11.03% | 0.79% | -1.23% | 3.37% | 3.06% | 2.42% | 2.02% | -0.45% | -3.34% | -0.17% | 8.60% |
| 2015 | -0.26% | 2.36% | -1.65% | 4.64% | -2.59% | -1.97% | -4.72% | -9.34% | -1.10% | 7.80% | -2.62% | -3.21% | -12.91% |
| 2014 | -7.68% | 2.65% | 3.42% | -0.54% | 3.94% | 3.14% | -0.06% | 1.97% | -7.09% | 0.94% | -1.03% | -4.96% | -6.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MEMAX is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Emerging Markets Equity Fund (MEMAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Emerging Markets Equity Fund provided a 2.24% dividend yield over the last twelve months, with an annual payout of $0.79 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.79 | $0.79 | $0.75 | $0.28 | $0.70 | $0.20 | $0.58 | $0.14 | $0.03 | $0.14 | $0.03 | $1.07 |
Dividend yield | 2.24% | 2.41% | 2.48% | 0.99% | 1.98% | 0.53% | 1.64% | 0.47% | 0.09% | 0.54% | 0.14% | 3.91% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.79 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2014 | $1.07 | $1.07 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 66.16%, occurring on Nov 20, 2008. Recovery took 2235 trading sessions.
The current MFS Emerging Markets Equity Fund drawdown is 10.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.16% | Nov 1, 2007 | 266 | Nov 20, 2008 | 2235 | Oct 10, 2017 | 2501 |
| -50.62% | Aug 8, 1997 | 305 | Oct 8, 1998 | 1337 | Jan 26, 2004 | 1642 |
| -42.32% | Feb 17, 2021 | 426 | Oct 24, 2022 | — | — | — |
| -38.22% | Jan 29, 2018 | 541 | Mar 23, 2020 | 178 | Dec 3, 2020 | 719 |
| -24.57% | May 10, 2006 | 24 | Jun 13, 2006 | 120 | Dec 4, 2006 | 144 |
Volatility
Volatility Chart
The current MFS Emerging Markets Equity Fund volatility is 3.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.