MEMIX
MFS Emerging Markets Equity Fund Class I
Mutual fund
$53.66+0.02 (+0.04%)Close Oct 2, 2026
Dec 31, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $65,512
- CAGR
- +6.52%
- Max drawdown
- −66.92%
- Sharpe ratio
- 0.41
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.56%
- 3M
- +2.17%
- 6M
- +16.96%
- YTD
- +18.43%
- 1Y
- +22.07%
- 3Y
- +23.01%
- 5Y
- +9.00%
- 10Y
- +8.28%
- 15Y
- +6.07%
- 20Y
- +5.30%
- 25Y
- +9.47%
- Since 1996
- +6.52%
Metrics
Since 1996| Volatility | 20.19% |
|---|---|
| Sortino ratio | 0.57 |
| Calmar ratio | 0.10 |
| Best year, 2009 | +68.55% |
| Worst year, 2008 | −54.97% |
| Positive years | 17 of 29 |
| Longest drawdown | 10.2 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −66.9% | Oct 2007 | Nov 2008 | Jan 2018 | 10.2 years |
| −51.3% | Aug 1997 | Oct 1998 | Jan 2004 | 6.5 years |
| −42.1% | Feb 2021 | Oct 2022 | Jul 2025 | 4.4 years |
| −37.9% | Jan 2018 | Mar 2020 | Dec 2020 | 2.9 years |
| −24.5% | May 2006 | Jun 2006 | Dec 2006 | 7 months |
Annual returns
1996 from Dec 31 · 2026 through Oct 2