MEMRX
MFS Emerging Markets Equity Fund Class R1
Mutual fund
$43.77+0.02 (+0.05%)Close Oct 2, 2026
Oct 1, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $23,347
- CAGR
- +4.82%
- Max drawdown
- −44.03%
- Sharpe ratio
- 0.33
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.64%
- 3M
- +1.91%
- 6M
- +16.38%
- YTD
- +17.57%
- 1Y
- +20.88%
- 3Y
- +21.79%
- 5Y
- +7.92%
- 10Y
- +7.20%
- 15Y
- +4.81%
- Since 2008
- +4.82%
Metrics
Since 2008| Volatility | 20.42% |
|---|---|
| Sortino ratio | 0.47 |
| Calmar ratio | 0.11 |
| Best year, 2009 | +66.84% |
| Worst year, 2022 | −20.70% |
| Positive years | 10 of 17 |
| Longest drawdown | 6.7 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.0% | Oct 2008 | Nov 2008 | Jul 2009 | 10 months |
| −43.1% | Feb 2021 | Oct 2022 | Sep 2025 | 4.6 years |
| −40.1% | May 2011 | Jan 2016 | Dec 2017 | 6.7 years |
| −39.2% | Jan 2018 | Mar 2020 | Dec 2020 | 2.9 years |
| −15.4% | Apr 2010 | May 2010 | Sep 2010 | 5 months |
Annual returns
2008 from Oct 1 · 2026 through Oct 2