EMLIX vs. MIEIX
Compare and contrast key facts about MFS Emerging Markets Debt Local Currency Fund (EMLIX) and MFS International Equity Fund Class R6 (MIEIX).
EMLIX is managed by MFS. It was launched on Sep 14, 2011. MIEIX is managed by MFS. It was launched on Jan 31, 1996.
Performance
EMLIX vs. MIEIX - Performance Comparison
Loading graphics...
EMLIX vs. MIEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMLIX MFS Emerging Markets Debt Local Currency Fund | -3.34% | 19.53% | -4.66% | 12.67% | -10.19% | -7.97% | 2.68% | 15.91% | -5.99% | 14.59% |
MIEIX MFS International Equity Fund Class R6 | -6.55% | 23.22% | 4.13% | 19.06% | -14.82% | 15.13% | 11.11% | 28.42% | -10.66% | 28.01% |
Returns By Period
In the year-to-date period, EMLIX achieves a -3.34% return, which is significantly higher than MIEIX's -6.55% return. Over the past 10 years, EMLIX has underperformed MIEIX with an annualized return of 2.75%, while MIEIX has yielded a comparatively higher 9.04% annualized return.
EMLIX
- 1D
- -0.35%
- 1M
- -6.80%
- YTD
- -3.34%
- 6M
- -0.21%
- 1Y
- 10.32%
- 3Y*
- 5.45%
- 5Y*
- 1.99%
- 10Y*
- 2.75%
MIEIX
- 1D
- 0.48%
- 1M
- -10.84%
- YTD
- -6.55%
- 6M
- -3.47%
- 1Y
- 8.02%
- 3Y*
- 9.09%
- 5Y*
- 6.72%
- 10Y*
- 9.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EMLIX vs. MIEIX - Expense Ratio Comparison
EMLIX has a 0.85% expense ratio, which is higher than MIEIX's 0.68% expense ratio.
Return for Risk
EMLIX vs. MIEIX — Risk / Return Rank
EMLIX
MIEIX
EMLIX vs. MIEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Emerging Markets Debt Local Currency Fund (EMLIX) and MFS International Equity Fund Class R6 (MIEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EMLIX | MIEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 0.45 | +1.46 |
Sortino ratioReturn per unit of downside risk | 2.61 | 0.68 | +1.93 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.10 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.52 | +1.10 |
Martin ratioReturn relative to average drawdown | 7.54 | 1.93 | +5.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EMLIX | MIEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 0.45 | +1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.44 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.57 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.45 | -0.39 |
Correlation
The correlation between EMLIX and MIEIX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EMLIX vs. MIEIX - Dividend Comparison
EMLIX's dividend yield for the trailing twelve months is around 3.06%, more than MIEIX's 2.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMLIX MFS Emerging Markets Debt Local Currency Fund | 3.06% | 3.48% | 5.32% | 3.64% | 3.60% | 4.49% | 4.13% | 4.71% | 5.60% | 4.48% | 4.59% | 6.93% |
MIEIX MFS International Equity Fund Class R6 | 2.87% | 2.68% | 1.47% | 1.67% | 1.26% | 5.40% | 1.00% | 3.12% | 1.63% | 1.85% | 1.78% | 1.71% |
Drawdowns
EMLIX vs. MIEIX - Drawdown Comparison
The maximum EMLIX drawdown since its inception was -34.15%, smaller than the maximum MIEIX drawdown of -53.13%. Use the drawdown chart below to compare losses from any high point for EMLIX and MIEIX.
Loading graphics...
Drawdown Indicators
| EMLIX | MIEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -53.13% | +18.98% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -11.26% | +4.46% |
Max Drawdown (5Y)Largest decline over 5 years | -24.72% | -28.07% | +3.35% |
Max Drawdown (10Y)Largest decline over 10 years | -33.42% | -31.35% | -2.07% |
Current DrawdownCurrent decline from peak | -7.71% | -10.84% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -16.68% | -9.01% | -7.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 3.04% | -1.58% |
Volatility
EMLIX vs. MIEIX - Volatility Comparison
The current volatility for MFS Emerging Markets Debt Local Currency Fund (EMLIX) is 3.24%, while MFS International Equity Fund Class R6 (MIEIX) has a volatility of 6.03%. This indicates that EMLIX experiences smaller price fluctuations and is considered to be less risky than MIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EMLIX | MIEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.24% | 6.03% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 4.44% | 9.42% | -4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.91% | 14.88% | -8.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.51% | 15.24% | -7.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 15.90% | -2.55% |