MEMAX
MFS Emerging Markets Equity Fund Class A
Mutual fund
$50.49+0.02 (+0.04%)Close Oct 2, 2026
Oct 24, 1995 – Oct 2, 2026, Dividends reinvested
- Final balance
- $67,299
- CAGR
- +6.36%
- Max drawdown
- −67.04%
- Sharpe ratio
- 0.41
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.57%
- 3M
- +2.10%
- 6M
- +16.82%
- YTD
- +18.22%
- 1Y
- +21.78%
- 3Y
- +22.71%
- 5Y
- +8.73%
- 10Y
- +8.01%
- 15Y
- +5.79%
- 20Y
- +5.01%
- 25Y
- +9.13%
- 30Y
- +6.29%
- Since 1995
- +6.36%
Metrics
Since 1995| Volatility | 19.86% |
|---|---|
| Sortino ratio | 0.57 |
| Calmar ratio | 0.09 |
| Best year, 2009 | +68.07% |
| Worst year, 2008 | −55.10% |
| Positive years | 18 of 30 |
| Longest drawdown | 10.2 years |
Worst drawdowns
Since 1995| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −67.0% | Oct 2007 | Nov 2008 | Jan 2018 | 10.2 years |
| −51.2% | Aug 1997 | Oct 1998 | Feb 2004 | 6.5 years |
| −42.3% | Feb 2021 | Oct 2022 | Jul 2025 | 4.4 years |
| −38.2% | Jan 2018 | Mar 2020 | Dec 2020 | 2.9 years |
| −24.6% | May 2006 | Jun 2006 | Dec 2006 | 7 months |
Annual returns
1995 from Oct 24 · 2026 through Oct 2