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Mfs Foreign & Colonial Emerging Markets Equity Fund A: (MF: MEMAX)
(NASDAQ Mutual Funds) As of Jun 12, 2024 08:00 PM ET
$31.95 USD
+0.10 (0.31%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.06 | 74 |
| 3 months | 4.82 | 45 |
| 6 months | 7.22 | 85 |
| 1 Year | 10.99 | 79 |
| 3 Year | -6.92 | 82 |
| 5 Year | 1.46 | 94 |
| 10 Year | 1.51 | 89 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 413.40 |
| Bear Market (10/07 - 2/09) | -63.09 |
| Bull Market (2/09 - 3/21) | 151.40 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 0.53 |
| 5 Year | -1.20 |
| 10 Year | 1.10 |
| Since Inception | 4.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.24 | NA | NA | NA |
| 2023 | 6.64 | 2.41 | -3.36 | 5.06 |
| 2022 | -9.29 | -10.40 | -12.17 | 11.94 |
| 2021 | 2.63 | 2.06 | -9.67 | -1.68 |
| 2020 | -27.43 | 18.14 | 8.80 | 18.11 |
| 2019 | 11.64 | 0.53 | -4.89 | 12.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.06 | 10.88 | -20.11 | -6.98 | 10.16 | 19.77 | -14.01 | 37.37 | 8.60 | -12.91 | -6.84 |
| % Total Return Rel to Index | -3.37 | -7.97 | -3.62 | -24.35 | 4.72 | 1.34 | 2.12 | 15.57 | 10.48 | -9.63 | 0.49 |
| % Total Return Rel to Peer | -1.88 | -3.94 | -0.39 | -13.41 | -4.56 | -2.56 | 2.01 | 8.45 | 5.85 | -8.35 | -2.17 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 5.00 | 4.00 | 4.00 | 2.00 | 1.00 | 1.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.74 | 0.27 | 0.69 | 0.20 | 0.58 | 0.14 | 0.03 | 0.13 | 0.03 | 0.19 |
| % Yield | 0.00 | 2.33 | 0.93 | 1.86 | 0.49 | 1.54 | 0.44 | 0.08 | 0.50 | 0.13 | 0.67 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.67 |
| Expense Ratio | 0.00 | 1.31 | 1.31 | 1.31 | 1.30 | 1.42 | 1.48 | 1.61 | 1.70 | 1.66 | 1.67 |
* 1 = Top 20%, 5 = Bottom 20%