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MFS Emerging Markets Equity I (MEMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.66+0.22 (+0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.28%
5-year average return1.09%
Number of years up14
Number of years down12
Best 1-yr total return (2 Jul 2024)68.59%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return68.59%
Worst 3-yr total return-8.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMEMIXCategory
YTD7.44%8.73%
1-month3.15%1.20%
3-month5.01%5.47%
1-year9.20%41.79%
3-year-5.26%11.48%
5-year1.03%12.18%
10-year1.76%4.39%
Last bull market11.36%17.73%
Last bear market-10.36%-25.55%

Annual total return (%) history

Year
MEMIXCategory
2024
N/AN/A
2023
11.17%N/A
2022
-19.92%N/A
2021
-6.76%N/A
2020
10.47%17.90%
2019
20.09%19.25%
2018
-13.84%-16.07%
2017
37.74%34.17%
2016
8.87%8.47%
2015
-12.69%-13.79%
2014
-6.64%-3.01%
2013
-5.20%-0.14%
2012
19.02%18.15%
2011
-18.61%-19.86%
2010
23.36%19.26%
2009
68.59%73.81%
2008
-55.40%-54.44%
2007
35.91%36.68%
2006
30.20%32.06%
2005
35.95%31.54%
2004
27.20%23.54%
2003
52.86%55.19%
2002
-2.40%-6.05%
2001
-2.06%-3.83%
2000
-23.72%-30.33%
1999
48.34%70.56%
1998
-32.64%-25.36%
1997
N/A-2.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.31%5.01%N/AN/A
20236.70%2.51%-3.31%5.12%
2022-9.24%-10.36%-12.12%12.01%
20212.67%2.15%-9.61%-1.63%
2020-27.38%18.19%8.88%18.21%
201911.74%0.59%-4.82%12.24%
20182.71%-5.72%-2.01%-9.20%
201711.38%7.68%8.40%5.96%
20162.05%2.99%7.72%-3.84%
20150.45%0.00%-14.51%1.66%
2014-1.96%6.69%-5.25%-5.81%
2013-2.35%-8.24%4.97%0.78%
201214.98%-8.09%6.19%6.07%
20110.88%-0.78%-22.30%4.65%
20103.85%-7.72%17.89%9.19%
2009-1.33%30.60%22.00%7.23%
2008-9.99%1.48%-30.53%-29.71%
20072.37%11.96%12.01%5.86%
200611.87%-4.47%3.57%17.62%
20052.25%4.99%18.97%6.44%
200410.89%-9.87%9.32%16.42%
2003-7.31%22.82%14.12%17.66%
200215.47%-6.18%-14.48%5.35%
2001-5.66%8.03%-19.62%19.57%
20006.67%-11.62%-11.36%-8.72%
19998.74%16.22%-10.40%31.01%
19982.28%-19.89%-25.17%9.86%
199712.84%4.17%-12.54%N/A

Rank in category (by total return)

YTD48
1-month42
3-month38
1-year71
3-year57
5-year85

Load adjusted returns

1-year9.20%
3-year-5.26%
5-year1.03%
10-year1.76%