MEDIX vs. MFEKX
Compare and contrast key facts about MFS Emerging Markets Debt Fund (MEDIX) and MFS Growth R6 (MFEKX).
MEDIX is managed by MFS. It was launched on Mar 17, 1998. MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012.
Performance
MEDIX vs. MFEKX - Performance Comparison
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MEDIX vs. MFEKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | -2.03% | 12.48% | 5.92% | 9.42% | -15.97% | -2.40% | 8.01% | 14.12% | -4.99% | 9.64% |
MFEKX MFS Growth R6 | -13.60% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
Returns By Period
In the year-to-date period, MEDIX achieves a -2.03% return, which is significantly higher than MFEKX's -13.60% return. Over the past 10 years, MEDIX has underperformed MFEKX with an annualized return of 3.49%, while MFEKX has yielded a comparatively higher 15.54% annualized return.
MEDIX
- 1D
- -0.16%
- 1M
- -4.12%
- YTD
- -2.03%
- 6M
- 1.30%
- 1Y
- 8.04%
- 3Y*
- 7.84%
- 5Y*
- 1.78%
- 10Y*
- 3.49%
MFEKX
- 1D
- -0.58%
- 1M
- -9.05%
- YTD
- -13.60%
- 6M
- -14.18%
- 1Y
- 6.63%
- 3Y*
- 21.39%
- 5Y*
- 10.96%
- 10Y*
- 15.54%
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MEDIX vs. MFEKX - Expense Ratio Comparison
MEDIX has a 0.81% expense ratio, which is higher than MFEKX's 0.51% expense ratio.
Return for Risk
MEDIX vs. MFEKX — Risk / Return Rank
MEDIX
MFEKX
MEDIX vs. MFEKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Emerging Markets Debt Fund (MEDIX) and MFS Growth R6 (MFEKX). 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.
| MEDIX | MFEKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.31 | +1.61 |
Sortino ratioReturn per unit of downside risk | 2.64 | 0.59 | +2.04 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.08 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 0.22 | +1.87 |
Martin ratioReturn relative to average drawdown | 8.43 | 0.76 | +7.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MEDIX | MFEKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 0.31 | +1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.50 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.74 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.80 | +0.16 |
Correlation
The correlation between MEDIX and MFEKX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MEDIX vs. MFEKX - Dividend Comparison
MEDIX's dividend yield for the trailing twelve months is around 4.80%, less than MFEKX's 17.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | 4.80% | 5.22% | 5.68% | 4.90% | 5.51% | 4.33% | 4.07% | 4.59% | 4.87% | 4.46% | 4.86% | 5.25% |
MFEKX MFS Growth R6 | 17.15% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
Drawdowns
MEDIX vs. MFEKX - Drawdown Comparison
The maximum MEDIX drawdown since its inception was -35.31%, roughly equal to the maximum MFEKX drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for MEDIX and MFEKX.
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Drawdown Indicators
| MEDIX | MFEKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.31% | -36.06% | +0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -17.27% | +13.15% |
Max Drawdown (5Y)Largest decline over 5 years | -27.40% | -36.06% | +8.66% |
Max Drawdown (10Y)Largest decline over 10 years | -27.40% | -36.06% | +8.66% |
Current DrawdownCurrent decline from peak | -4.12% | -17.27% | +13.15% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -5.66% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 5.05% | -4.03% |
Volatility
MEDIX vs. MFEKX - Volatility Comparison
The current volatility for MFS Emerging Markets Debt Fund (MEDIX) is 1.49%, while MFS Growth R6 (MFEKX) has a volatility of 5.57%. This indicates that MEDIX experiences smaller price fluctuations and is considered to be less risky than MFEKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEDIX | MFEKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 5.57% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 12.05% | -9.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 21.56% | -17.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.83% | 21.86% | -16.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 21.12% | -15.28% |