Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLMCX (MFS GLOBAL MULTI-ASSET FUND C) | NA | 4.52% | 0.64% | 1.30% | NA | NA | NA | … | … |
Data as of 04/06/2018, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLMCX (MFS GLOBAL MULTI-ASSET FUND C) | 04/07/2011 | 04/06/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.52 | 0.64 | 1.30 | NA | NA | NA | … | … | -1.11 | 9.16 | 5.88 | -7.66 | 0.13 | 1.13 | 7.94 | -9.94 |
| Sharpe Ratio | NA | 0.77 | 0.04 | 0.17 | NA | NA | NA | … | … | -0.72 | 2.31 | 0.80 | -0.97 | 0.02 | 0.15 | 0.89 | -0.80 |
| Standard Deviation(%) | NA | 4.82 | 6.57 | 6.53 | NA | NA | NA | … | … | 7.28 | 3.72 | 7.04 | 7.92 | 5.71 | 7.17 | 8.95 | 16.54 |
| Draw Down(%) | NA | 4.87 | 16.41 | 16.47 | NA | NA | NA | … | … | 4.87 | 2.03 | 4.94 | 12.69 | 6.00 | 7.66 | 9.45 | 15.83 |
| Yield(%) | 0.00 | 1.47 | 2.44 | 2.42 | 1.31 | 0.87 | 0.66 | … | … | 0.51 | 0.97 | 2.00 | 4.43 | 4.79 | 0.00 | 0.38 | 1.20 |
Data as of 04/06/2018, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLMCX (MFS GLOBAL MULTI-ASSET FUND C) |
-3.29%
Jan 2013 – Jan 2016 |
-1.61%
May 2011 – May 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLMCX (MFS GLOBAL MULTI-ASSET FUND C) |
5.07%
May 2012 – May 2015 |
3.09%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart